Invesco Trustee Private Limited - Company Profile

It is a financial services private limited company based in Mumbai, Maharashtra, India, established in 2005.

2005 Mumbai, Maharashtra, India Active

Last Updated: December 20, 2025

About Invesco Trustee Private Limited

Invesco Trustee Private Limited, a active private limited company, was established on 31 May 2005 in Mumbai, Maharashtra, India. Engaging in diversified financial services within the financial and insurance service sector, it holds CIN: U65991MH2005PTC153638. Registered under ROC Roc Mumbai. it is unlisted. It has an authorized capital of ₹0.50 M and a paid-up capital of ₹0.50 M.

Formerly known as Religare Invesco Trustee Company Private Limited, Lotus India Trustee Company Private Limited. It upholds a compliant status. Its leadership includes Bakul Rajni Patel (Director), Jeremy Charles Simpson (Director), Satyananda Mishra (Director). Past directors included Raj Bhardwaj Narain, Sunil Godhwani, Bakul Rajni Patel. Its latest AGM occurred on 02 September 2025, with the balance sheet filed on 31 March 2025. It is based at 2101-A, A Wing, 21St Floor, Marathon Futurex, N. M. Joshi Marg, Lower Parel,, Mumbai, Maharashtra, 400013.

Company Details

CIN/LLPIN
U65991MH2005PTC153638
Registration Number
153638
Incorporation Date
31 May 2005
Authorized Capital
₹0.50 M
Paid-Up Capital
₹0.50 M
ROC Code
Roc Mumbai
Listing Status
Unlisted
Company Status
Active

Key Metrics

Authorised Capital ₹ 0.50 M as on 20-12-2025
Paid Up Capital ₹ 0.50 M as on 20-12-2025
Company Age 20 Year, 8 Months
Last Filing with ROC 31 Mar 2025
Revenue Growth **** 79.77% (FY 2023)
Profit Growth **** 101.59% (FY 2023)
Ebitda **** 96.70% (FY 2023)
Net Worth 1.50% (FY 2023)
Total Assets -1.53% (FY 2023)

Comprehensive Company Insights

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Who are the key members and board of directors at Invesco Trustee Private Limited?

Current Directors

Name	Designation	Appointment Date	Status
Bakul Rajni Patel	Director	08 Oct 2018	Current
Jeremy Charles Simpson	Director	01 Jan 2021	Current
Satyananda Mishra	Director	15 Nov 2018	Current
Singamsetty Venkata Murali Dhar Rao	Additional Director	09 Jun 2025	Current
Monika Kapil Mohta	Director	31 Oct 2025	Current
John Moses Harding	Director	31 Oct 2025	Current

Past Directors

Name	Designation	Cessation	Status
Pramod Abcsdd	Director	29 Nov 2018	Past
Pramod Abcsdd	Director	07 Apr 2016	Past
Pramod Abcsdd	Additional Director	27 Sep 2019	Past
Pramod Abcsdd	Director	29 Nov 2018	Past
Pramod Abcsdd	Additional Director	27 Sep 2019	Past
Pramod Abcsdd	Director	04 Dec 2008	Past

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Financial Performance of Invesco Trustee.

Invesco Trustee Private Limited, for the financial year ended 2023, experienced significant growth in revenue, with a 79.77% increase. The company also saw a substantial improvement in profitability, with a 101.59% increase in profit. The company's net worth moved up by a moderate rise of 1.5%.

Date	Amount	Transaction Name	Valuation	Lead Investors	Investors
Jul, 2021	Amount	Post-IPO - Grab	Valuation	investors	Emtek
Feb, 2021	Amount	Post-IPO - Grab	Valuation	investors	Signite Partners
Jan, 2021	Amount	Post-IPO - Grab	Valuation	investors	Hana Financial Group , GGV Capital
Feb, 2021	Amount	Post-IPO - Grab	Valuation	investors	Signite Partners

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Key Matrics
Balance Sheet
Profit and Loss
Cash Flow
Ratios

Metrics

(FY 2023)

YOY Growth

(FY 2022)

(FY 2021)

(FY 2020)

(FY 2019)

Total Revenue

********

79.77%

*******

Revenue from Operations

*******

83.34%

*******

Total Assets

*******

-1.53%

*******

Profit or Loss

*******

101.59%

*******

Net Worth

*******

1.50%

*******

EBITDA

*******

96.70%

*******

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What is the Ownership and Shareholding Structure of Invesco Trustee?

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Shareholding Pattern (FY 2024)

Promoters: 92.83%
Public: 4.10%
Others: 3.07%

Shareholding Pattern over the Year

	FY (2024)	FY (2023)	FY (2022)	FY (2021)	FY (2020)
Promoters	92.83	94.62	94.55	94.55	94.55
Public	4.10	3.89	3.95	3.96	3.98
Others	3.07	1.49	1.50	1.49	1.47

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How Many Employees Work at Invesco Trustee?

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Employee Date	Number of Employees
2020	78,000
2021	80,500
2022	83,200
2023	86,000
2024	89,500
2025	92,000

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Deals i

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Rating

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Alerts

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Latest Updates, News, and FAQs on Invesco Trustee

Recent Activity within the Organization

Director Appointment

Progress on Monika Kapil Mohta was appointed as a Director was appointed as a Director on 31 Oct 2025 & has been associated with this company since 3 months 13 days . was documented.
31 Oct 2025
Director Appointment

Progress on John Moses Harding was appointed as a Director was appointed as a Director on 31 Oct 2025 & has been associated with this company since 3 months 13 days . was documented.
31 Oct 2025
Annual General Meeting

The activity Invesco Trustee Private Limited last Annual general meeting of members was held on 02 Sep 2025 as per latest MCA records. was completed.
02 Sep 2025
Director Appointment

Singamsetty Venkata Murali Dhar Rao was appointed as a Additional Director was appointed as a Additional Director on 09 Jun 2025 & has been associated with this company since 8 months 4 days . was recorded as a recent event.
09 Jun 2025
Balance Sheet

The activity Invesco Trustee Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai. was completed.
31 Mar 2025
Director Appointment

The activity Jeremy Charles Simpson was appointed as a Director was appointed as a Director on 01 Jan 2021 & has been associated with this company since 5 years 1 month . was completed.
01 Jan 2021

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