Investsavvy Portfolio Management Llp

Investsavvy Portfolio Management Llp - financial services in Mumbai, Maharashtra, India. FY 2026 financials and compliance.
LLPIN AAY-6070 Incorporated 15 September 2021 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Limited Liability Partnership financial services
Data last updated
Revenue · FY 2024
₹2.7 Cr
▲ 201.96% YoY
EBITDA · FY 2024
Locked
In full report
Net profit · FY 2024
Locked
In full report
Contribution obligation
₹10 Cr
As per LLP agreement
Paid-up contribution
-
Contribution received
Open charges
None
Secured borrowings
Company age
5 yrs
Est. 2021
Employees · EPFO
2
Latest available

About Investsavvy Portfolio Management Llp

Data last updated: 09 January 2026

Investsavvy Portfolio Management Llp is a limited liability partnership company based in Mumbai, Maharashtra, India. It specialises in financial intermediatory, a part of the broader financial services sector. Incorporated on 15 September 2021, the LLP has been in operation for over 5 years.

Registered with ROC Mumbai under LLPIN AAY-6070.

Capital: a total obligation of contribution of ₹10 Cr. It is led by designated partners including Ashish Goel and Alankrita Goel.

Accounts filed on 31 March 2025. Office: Mumbai, Maharashtra.

As per the financials filed for FY 2024, the LLP reported a revenue of ₹2.7 Cr, reflecting significant growth compared to the previous year.

The LLP has a workforce of approximately 2 employees as per the latest available data.

For more details, the LLP can be reached via its website investsavvy.in.

Company Details of Investsavvy Portfolio Management Llp
LLPIN AAY-6070
Incorporation Date 15 September 2021
Total Obligation of Contribution ₹10 Cr
ROC Mumbai
Company Status Active
Date of Last AGM 31 March 2025
Date of Balance Sheet 31 March 2025
Contact Details
  • Email
    Locked
  • Telephone
    Locked
  • Website
  • Social Media
    Locked
  • Registered Address
    Floor No – 14 1404 – B Wing, Naman Midtown Senapati Bapat Marg, Mumbai, Maharashtra, India – 400013
  • Industry
    Financial Services, Financial Intermediatory
Company report
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Financials, compliance, directors, charges, ownership and filings for Investsavvy Portfolio Management Llp in one report.

10-year financials Directors & ownership Charges & compliance

Designated Partners of Investsavvy Portfolio Management Llp

Investsavvy Portfolio Management Llp is governed by 3 designated partners who oversee the company's operations and strategic decisions.

Current Designated Partners
Name Designation Appointment Date Tenure Status
Ashish Goel Designated Partner 15 Sep 2021 4 Years 10 Months Current
Alankrita Goel Designated Partner 15 Sep 2021 4 Years 10 Months Current
Anurag Goel Designated Partner 15 Sep 2021 4 Years 10 Months Current

Financials of Investsavvy Portfolio Management Llp FY 2025 filings available

Investsavvy Portfolio Management Llp reported revenue of ₹2.7 Cr (up 201.96% YoY) for FY 2024.

Revenue · FY 2024
₹2.7 Cr ▲ 201.96%
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Ten-year financial statements for Investsavvy Portfolio Management Llp

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Ownership and Shareholding of Investsavvy Portfolio Management Llp

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Shareholding and ownership data for Investsavvy Portfolio Management Llp

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Charges & Borrowings Investsavvy Portfolio Management Llp

Investsavvy Portfolio Management Llp does not have any charges (loans) registered with the Registrar of Companies.

Employees and EPFO Compliance at Investsavvy Portfolio Management Llp

Investsavvy Portfolio Management Llp has a workforce of 2 employees as of Mar 29, 2025.

Employee count
2
Active EPFO establishments
1
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Employee and EPFO history for Investsavvy Portfolio Management Llp

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GST Compliance of Investsavvy Portfolio Management Llp

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Credit Ratings, Litigation & Regulatory Alerts for Investsavvy Portfolio Management Llp

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Credit ratings, litigation, and regulatory alerts for Investsavvy Portfolio Management Llp

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MSME Payment Delays by Investsavvy Portfolio Management Llp

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MSME payment history for Investsavvy Portfolio Management Llp

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Subsidiaries & Group Companies of Investsavvy Portfolio Management Llp

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MCA Filings & Documents of Investsavvy Portfolio Management Llp

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MCA filings and documents for Investsavvy Portfolio Management Llp

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Recent Activity on Investsavvy Portfolio Management Llp

Activity
31 Mar 2025
Investsavvy Portfolio Management Llp last Annual general meeting of members was held on 31 Mar 2025 as per latest MCA records.
Activity
31 Mar 2025
Investsavvy Portfolio Management Llp has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai.
Directors
15 Sep 2021
Ashish Goel was appointed as a Designated Partner on 15 Sep 2021 & has been associated with this company since 4 years 10 months.
Directors
15 Sep 2021
Alankrita Goel was appointed as a Designated Partner on 15 Sep 2021 & has been associated with this company since 4 years 10 months.
Directors
15 Sep 2021
Anurag Goel was appointed as a Designated Partner on 15 Sep 2021 & has been associated with this company since 4 years 10 months.
Activity
15 Sep 2021
Investsavvy Portfolio Management Llp was registered on 15 Sep 2021 with Roc Mumbai & aged 4 years 10 months as per MCA records.

Frequently Asked Questions about Investsavvy Portfolio Management Llp

Investsavvy Portfolio Management Llp is an active limited liability partnership in the financial services sector based in Mumbai, Maharashtra, India. It was incorporated on 15 September 2021 (5+ years old) and is registered under LLPIN AAY-6070. The LLP has 2 employees.

Investsavvy Portfolio Management Llp reported revenue of ₹2.7 Cr for FY 2024 (up 201.96% YoY).

The current designated partners of Investsavvy Portfolio Management Llp are:

The primary industry of Investsavvy Portfolio Management Llp is financial services. The LLP specifically operates in financial intermediatory. The LLP is currently active in this sector.

Investsavvy Portfolio Management Llp can be reached at the registered office: Floor No – 14 1404 – B Wing, Naman Midtown Senapati Bapat Marg, Mumbai, Maharashtra, India – 400013, or through the website investsavvy.in.

The total obligation of contribution is ₹10 Cr.

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Financials, directors, compliance, charges and shareholding - sourced from MCA, SEBI and RBI filings.

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