About LKP Wealth Advisory Limited
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LKP Wealth Advisory Limited is a public limited company based in Mumbai, Maharashtra, India, a subsidiary of Lkp Securities Limited. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 08 August 2014 and has been in existence for over 12 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67190MH2014PLC256997. Its GSTIN is 27AACCL7321E1ZR (Maharashtra).
The company has an authorised share capital of ₹1 Cr and a paid-up capital of ₹76 Lakh. It was formerly known as Lkp Wealth Advisory Private Limited. It is led by directors including Pratik Mahendra Doshi and Satvinderpal Singh Gulati.
Its last annual general meeting (AGM) was held on 23 June 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at 203 Embassy Centre Nariman Point, Mumbai, Maharashtra, India – 400021.
As per the financials filed for FY 2025, the company reported a revenue of ₹1.57 Cr, a decline of 12% compared to the previous year. For the same year it recorded a net profit of ₹53.31 Lakh (net margin 34%) and EBITDA of ₹68.76 Lakh (EBITDA margin 43.9%). Revenue has grown at a compounded annual rate (CAGR) of 4% over three years and 7% over five years.
As per MCA filings, the company has open charges of ₹5 Cr on record. Court records list 1 case involving the company, including 1 filed by the company.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website lkpwealth.com.
Company details
CIN history
LKP Wealth Advisory has one previous CIN (Corporate Identification Number): U67190MH2014PTC256997. The current CIN is U67190MH2014PLC256997, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U67190MH2014PLC256997 | Current |
| U67190MH2014PTC256997 | Previous |
Contact details
LKP Wealth Advisory Limited's registered office is in Mumbai, Maharashtra. Its website is lkpwealth.com. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Apps
- Registered Address203 Embassy Centre Nariman Point, Mumbai, Maharashtra, India – 400021
- IndustryFinancial Services, Diversified Financial Services
To see the full contact details of LKP Wealth Advisory Limited, buy the company report.
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
Business activity
The main business activity of LKP Wealth Advisory is financial and insurance activities. In detail, this covers activities auxiliary to financial service and insurance activities.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance activities | 66 | Activities auxiliary to financial service and insurance activities |
To see the full business activity and turnover split of LKP Wealth Advisory Limited, buy the company report.
Financials of LKP Wealth Advisory Limited
FY 2025 filings availableLKP Wealth Advisory Limited reported revenue of ₹1.57 Cr (down 12% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue fell 12% in the latest year, but over five years it has grown at a compounded annual rate (CAGR) of 7%. EBITDA fell 7% in the latest year. Three- and five-year figures are compounded annual growth rates (CAGR): the steady yearly rate that links the first and the last year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| EBITDA | ₹68.76 Lakh | ||||
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| Net Profit (PAT) | ₹53.31 Lakh | ||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| Profitability | |||||
| EBITDA Margin | 43.9% | ||||
| Net Profit Margin | 34% | ||||
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To see the full financial statements and ratios of LKP Wealth Advisory Limited, buy the company report.
Board of directors of LKP Wealth Advisory Limited
LKP Wealth Advisory has 3 current directors and 2 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Pratik Mahendra Doshi Also directs: LKP Securities Limited, Shivdurga Trading Pvt Ltd, Bhavana Holdings Private Limited. and 5 more | Director | 08 Aug 2014 | 12 Years 2 Months | Current |
| Satvinderpal Singh Gulati Also directs: LKP Securities Limited, Bond Street Capital Private Limited | Director | 09 Jan 2019 | 7 Years 9 Months | Current |
| Dinesh Kalidas Waghela Also directs: Bhavana Holdings Private Limited., LKP Ifsc Private Limited, Sea Glimpse Investments Private Limited and 1 more | Additional Director | 05 Aug 2025 | 1 Years 2 Months | Current |
Auditor
LKP Wealth Advisory Limited is audited by MGB & Co LLP for the financial year 2023.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| MGB & Co LLP | FY 2023 | 101169W/W-100035 |
Shareholding
The shareholding of LKP Wealth Advisory Limited is on record for 5 financial years, the latest being FY 2022, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of LKP Wealth Advisory Limited, buy the company report.
Charges & borrowings
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 14 Jun 2023 | 100738105 | Axis Bank Limited | ₹5 Cr | Open |
Total charge records: 1 View all charges
Legal cases
LKP Wealth Advisory Limited has 1 court case on record: 1 filed by LKP Wealth Advisory. All case is disposed.
Cases by court
| Court | Cases | Against the company | Pending |
|---|---|---|---|
| High courts | 1 | 0 | 0 |
Cases on record (1 of 1)
| Court | Type of case | Party | Status |
|---|---|---|---|
| High Court, MAHARASHTRA | Writ petition | Filed by the company against Securities and Exchange Board of India | Disposed |
To see the full case history of LKP Wealth Advisory Limited, buy the company report.
Case records are compiled from court listings and may lag the court's own records. A case filed against a company is not a finding against it.
MSME payment delays
No delayed payments to MSME suppliers are on our record for LKP Wealth Advisory Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
LKP Wealth Advisory has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AACCL7321E1ZR | Maharashtra | Active | 01 Jul 2017 |
To see the full GST registrations and return filing status of LKP Wealth Advisory Limited, buy the company report.
Recent activity
LKP Wealth Advisory Limited has 5 board changes on record since 2014: 4 appointments and 1 cessation. The latest: Dinesh Kalidas Waghela was appointed as Additional Director on 05 Aug 2025.
Frequently asked questions
LKP Wealth Advisory is an active public limited company based in Mumbai, Maharashtra, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 08 August 2014 (12+ years old) and is registered under CIN U67190MH2014PLC256997.
LKP Wealth Advisory has 3 current directors:
- Pratik Mahendra Doshi - Director
- Satvinderpal Singh Gulati - Director
- Dinesh Kalidas Waghela - Additional Director
The latest financial statements of LKP Wealth Advisory on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 23 June 2025. Year-wise statements from 2015 are in the company report.
The GSTIN of LKP Wealth Advisory is 27AACCL7321E1ZR, registered in Maharashtra.
The CIN (Corporate Identification Number) of LKP Wealth Advisory is U67190MH2014PLC256997. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
LKP Wealth Advisory has 1 court case on record: 1 filed by the company.
LKP Wealth Advisory was incorporated on 08 August 2014, making it 12+ years old. It is registered with the Registrar of Companies, Mumbai.
Dinesh Kalidas Waghela was appointed as Additional Director on 05 Aug 2025. Satvinderpal Singh Gulati ceased to be Additional Director on 04 Jul 2019. Satvinderpal Singh Gulati was appointed as Director on 09 Jan 2019. LKP Wealth Advisory has 5 board changes on record in total.
LKP Wealth Advisory can be reached through the website lkpwealth.com. Its registered office is in Mumbai, Maharashtra, India.
The registered office of LKP Wealth Advisory is at 203 Embassy Centre Nariman Point, Mumbai, Maharashtra, India – 400021.