MSME (Udyam registered) Ministry of MSME
- Category
- Small (2024-25)
- Udyam number
- UDYAM-MH-19-0104181
A D Naik Wealth Private Limited - financial services in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
Revenue · FY 2025
₹36.32 Cr
▲ 36% YoY
Net profit · FY 2025
₹6.64 Cr
Net margin 18.3%
EBITDA · FY 2025
₹9.48 Cr
EBITDA margin 26.1%
Authorised capital
₹5 Lakh
Registered with MCA
Paid-up capital
₹1 Lakh
Issued & subscribed
Company age
19 yrs
Est. 2007
Directors on board
4
As per MCA filings
Active GSTINs
1
GST registered
About A D Naik Wealth Private Limited
Data last updated:
A D Naik Wealth Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the portfolio management services segment of the financial services sector. It was incorporated on 12 October 2007 and has been in existence for over 19 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U65999MH2007PTC174960. Its GSTIN is 27AACCN6315N1Z6 (Maharashtra).
The company has an authorised share capital of ₹5 Lakh and a paid-up capital of ₹1 Lakh. It was formerly known as Naik Wealth Planners Private Limited and Ashok Naik Wealth Private Limited. It is led by directors including Nikhil Ashok Naik and Payal Nikhil Naik.
Its last annual general meeting (AGM) was held on 30 September 2024, and its latest financial statements are for the year ended 31 March 2024. The registered office is at 1502 E Wing Lotus Corporate Park, Mumbai, Maharashtra.
As per the financials filed for FY 2025, the company reported a revenue of ₹36.32 Cr, a growth of 36% compared to the previous year. For the same year it recorded a net profit of ₹6.64 Cr (net margin 18.3%) and EBITDA of ₹9.48 Cr (EBITDA margin 26.1%). Revenue has grown at a compounded annual rate (CAGR) of 25% over three years and 26% over five years.
The company is associated with 1 brand: Naikwealth.
A D Naik Wealth Private Limited is registered as a small enterprise under the Udyam registration framework (Reg. No. UDYAM-MH-19-0104181). The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website naikwealth.in.
Company details
CIN U65999MH2007PTC174960
Registration Number 174960
Incorporation Date 12 October 2007
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2024
Date of Balance Sheet 31 March 2024
Compliance Status Active Compliant
MSME Classification Small
Udyam Registration UDYAM-MH-19-0104181
Name history
A D Naik Wealth has undergone 7 name changes throughout its history. The current legal name is A D Naik Wealth Private Limited.
| Company Name | Status |
|---|---|
| A D Naik Wealth Private Limited | Current |
| Naik Wealth Planners Private Limited | Previous |
| Ashok Naik Wealth Private Limited | Previous |
| Naik Wealth Planners Private Limited. | Previous |
| Naik Wealth Private Limited | Previous |
| Naik Privy Client Group Private Limited | Previous |
| Naik Private Limited | Previous |
Recognitions & Rankings of A D Naik Wealth
Contact details
A D Naik Wealth Private Limited's registered office is in Mumbai, Maharashtra. Its website is naikwealth.in. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Apps
- Registered AddressOff No – 1502 E Wing Lotus Corporate Park Off, Western Express Highway 185 – 1/3 Gram Firth Steel Compound Jay Goregaon (E), Mumbai, Maharashtra, India – 400063
- IndustryFinancial Services, Portfolio Management Services
To see the full contact details of A D Naik Wealth Private Limited, buy the company report.
Comprehensive company report
A D Naik Wealth Private Limited - one report that includes everything
- 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
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Brands
A D Naik Wealth operates one associated brand: Naikwealth. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Offers financial advice, mutual funds, and investment management for clients. | naikwealth.in |
Business activity
The main business activity of A D Naik Wealth is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of A D Naik Wealth Private Limited, buy the company report.
Financials of A D Naik Wealth Private Limited
FY 2024 filings availableA D Naik Wealth Private Limited reported revenue of ₹36.32 Cr (up 36% YoY) for FY 2025.
Revenue · FY 2025
₹36.32 Cr ▲ 36%
Net profit · FY 2025
₹6.64 Cr margin 18.3%
EBITDA · FY 2025
₹9.48 Cr margin 26.1%
Compounded Annual Growth Rate (CAGR)
Revenue CAGR growth
1 year
▲ 36%
3 years · compounded
▲ 25%
5 years · compounded
▲ 26%
EBITDA CAGR growth
1 year
▲ 24%
3 years · compounded
▲ 16%
5 years · compounded
▲ 37%
Revenue has grown at a compounded annual rate (CAGR) of 26% over five years, including 36% growth in the latest year. EBITDA rose 24% 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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| Total Expenses | |||||
| EBITDA | ₹9.48 Cr | ||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | ₹6.64 Cr | ||||
| Balance Sheet | |||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 26.1% | ||||
| Net Profit Margin | 18.3% | ||||
| Return on Equity (ROE) | |||||
| Return on Capital Employed (ROCE) | |||||
| Return on Assets (ROA) | |||||
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To see the full financial statements and ratios of A D Naik Wealth Private Limited, buy the company report.
Board of directors of A D Naik Wealth Private Limited
A D Naik Wealth has 4 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.
Current Directors
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Nikhil Ashok Naik | Director | 12 Oct 2007 | 19 Years 0 Months | Current |
| Payal Nikhil Naik | Director | 12 Oct 2007 | 19 Years 0 Months | Current |
| Pramodini Ashok Naik Also directs: A D Naik Insurance Broking Private Limited | Director | 12 Oct 2007 | 19 Years 0 Months | Current |
| Pravin Amarnath Mhatre | Director | 11 Aug 2021 | 5 Years 2 Months | Current |
Peer comparison
A D Naik Wealth Private Limited is compared with the 5 companies closest to it by revenue in the BFSI industry (Portfolio Managers), with the same principal business activity (financial advisory, brokerage and consultancy services), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Renaissance Investment Managers Private Limited | ₹42.86 Cr (FY 2025) | 47.0% | Mumbai, Maharashtra, India | |||
| Alfaccurate Advisors Private Limited | ₹36.96 Cr (FY 2024) | 46.0% | Mumbai, Maharashtra, India | |||
| A D Naik Wealth Private Limitedthis company | ₹36.32 Cr (FY 2025) | ₹6.64 Cr | 18.3% | 36.0% | Mumbai, Maharashtra, India | |
| Care Portfolio Managers Private Limited | ₹35.5 Cr (FY 2025) | 48.0% | Mumbai, Maharashtra, India | |||
| Jain Investment Advisors Private Limited | ₹35.07 Cr (FY 2025) | 83.0% | Mumbai, Maharashtra, India | |||
| Trustplutus Wealth (India) Private Limited | ₹33.07 Cr (FY 2025) | 24.0% | Mumbai, Maharashtra, India |
To see the full peer comparison of A D Naik Wealth Private Limited, buy the company report.
Auditor
A D Naik Wealth Private Limited is audited by KARLEKAR & GOKHALE for the financial year 2023.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| KARLEKAR & GOKHALE | FY 2023 | 111877W |
Shareholding
The shareholding of A D Naik Wealth Private Limited is on record for 5 financial years, the latest being FY 2023, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of A D Naik Wealth Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving A D Naik Wealth Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
A D Naik Wealth Private Limited has 4 MSME Form 1 returns on record between 2021 and 2023, listing 6 overdue payments to 2 micro and small suppliers. Companies must report dues to micro and small suppliers that stay unpaid for more than 45 days in a half-yearly MSME Form 1 return.
Suppliers with reported dues (2 of 2)
| Supplier | Amount due | Due since | Reported on |
|---|---|---|---|
| an individual supplier | |||
| Gold News Monitoring Service Private Limited |
To see the full MSME payment records of A D Naik Wealth Private Limited, buy the company report.
Individuals and sole proprietors among the suppliers are not named.
Employees & EPFO
A D Naik Wealth Private Limited has 1 active EPFO establishment as of Apr 09, 2024.
Active EPFO establishments
1
GST
A D Naik Wealth has 1 GST registration: 1 active.
Total GSTINs
1
Active
1
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AACCN6315N1Z6 | Maharashtra | Active | 01 Jul 2017 |
To see the full GST registrations and return filing status of A D Naik Wealth Private Limited, buy the company report.
Recent activity
A D Naik Wealth Private Limited has 5 board changes on record since 2007: 4 appointments and 1 cessation. The latest: Pravin Amarnath Mhatre ceased to be Additional Director on 30 Nov 2021.
AGM
A D Naik Wealth Private Limited last Annual general meeting of members was held on 30 Sep 2024 as per latest MCA records.
Filing
A D Naik Wealth Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Mumbai.
Ceased
Pravin Amarnath Mhatre ceased to be Additional Director.
Appointed
Pravin Amarnath Mhatre was appointed as Director.
Appointed
Nikhil Ashok Naik was appointed as Director.
Appointed
Payal Nikhil Naik was appointed as Director.
Appointed
Pramodini Ashok Naik was appointed as Director.
Incorporation
12 Oct 2007
A D Naik Wealth Private Limited was registered on 12 Oct 2007 with Roc Mumbai & aged 19 years 23 days as per MCA records.
Frequently asked questions
A D Naik Wealth is an active private limited company based in Mumbai, Maharashtra, India. The company works in portfolio management services, within the financial services industry. It was incorporated on 12 October 2007 (19+ years old) and is registered under CIN U65999MH2007PTC174960.
A D Naik Wealth has 4 current directors:
- Nikhil Ashok Naik - Director
- Payal Nikhil Naik - Director
- Pramodini Ashok Naik - Director
- Pravin Amarnath Mhatre - Director
The latest financial statements of A D Naik Wealth on record with the MCA are for the year ended 31 March 2024. Its last annual general meeting was held on 30 September 2024. Year-wise statements from 2015 are in the company report.
The GSTIN of A D Naik Wealth is 27AACCN6315N1Z6, registered in Maharashtra.
The CIN (Corporate Identification Number) of A D Naik Wealth is U65999MH2007PTC174960. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
A D Naik Wealth was incorporated on 12 October 2007, making it 19+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of A D Naik Wealth by revenue are Renaissance Investment Managers Private Limited, Alfaccurate Advisors Private Limited, Care Portfolio Managers Private Limited, Jain Investment Advisors Private Limited, Trustplutus Wealth (India) Private Limited, all in the BFSI industry (Portfolio Managers), with the same principal business activity (financial advisory, brokerage and consultancy services).
Pravin Amarnath Mhatre ceased to be Additional Director on 30 Nov 2021. Pravin Amarnath Mhatre was appointed as Director on 11 Aug 2021. Nikhil Ashok Naik was appointed as Director on 12 Oct 2007. A D Naik Wealth has 5 board changes on record in total.
Yes, A D Naik Wealth is registered as a small enterprise under Udyam registration (number: UDYAM-MH-19-0104181).
A D Naik Wealth has 4 MSME Form 1 returns on record between 2021 and 2023, listing 6 overdue payments to 2 micro and small suppliers. The latest return was filed on 30 Aug 2023.
A D Naik Wealth can be reached through the website naikwealth.in. Its registered office is in Mumbai, Maharashtra, India.
The registered office of A D Naik Wealth is at Off No – 1502 E Wing Lotus Corporate Park Off, Western Express Highway 185 – 13 Gram Firth Steel Compound Jay Goregaon E, Mumbai, Maharashtra, India – 400063.
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