About Neo Wealth Partners Private Limited
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Neo Wealth Partners Private Limited is a private limited company based in Mumbai, Maharashtra, India, a subsidiary of Neo Wealth Management Private Limited. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 20 October 2016 and has been in existence for over 10 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U01110MH2016PTC286990. Its GSTIN is 27AAFCT9640K1ZT (Maharashtra). The company holds 7 GST registrations, all of them active.
The company has an authorised share capital of ₹1.1 Cr and a paid-up capital of ₹1.08 Cr. It was formerly known as Transwealth Advisors Private Limited and Transwealth Financial Services Private Limited. It is led by directors including Visva Srikanth Ayinavolu and Nikhir Nemchand Jain.
Its last annual general meeting (AGM) was held on 26 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Mumbai, Maharashtra.
As per the financials filed for FY 2025, the company reported a revenue of ₹77.6 Cr, a growth of 129% compared to the previous year. For the same year it recorded a net loss of ₹17.81 Cr (net margin -23%) and EBITDA of -₹12.81 Cr (EBITDA margin -16.5%). Revenue has grown at a compounded annual rate (CAGR) of 232% over five years.
The company has about 21 employees on its provident fund (EPFO) records.
The company is associated with 3 brands: Neo Wealth Partners, WealthSecure and Neo Wealth. As per MCA filings, the company has open charges of ₹702 Cr and satisfied charges of ₹5 Cr on record. Court records list 2 cases involving the company, including 2 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 neowealthpartners.com.
Company details
Name history
Neo Wealth Partners has undergone 2 name changes throughout its history. The company was previously known as Transwealth Advisors Private Limited, and Transwealth Financial Services Private Limited. The current legal name is Neo Wealth Partners Private Limited.
| Company Name | Status |
|---|---|
| Neo Wealth Partners Private Limited | Current |
| Transwealth Advisors Private Limited | Previous |
| Transwealth Financial Services Private Limited | Previous |
Contact details
Neo Wealth Partners Private Limited's registered office is in Mumbai, Maharashtra. Its website is neowealthpartners.com. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Apps
- Registered Address903 B – Wing 9th Floor Marathon Futurex Mafatlal Mills Compound N.M. Joshi Marg Lower P, Arel, Mumbai, Maharashtra, India – 400013
- IndustryFinancial Services, Diversified Financial Services
To see the full contact details of Neo Wealth Partners Private 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
Brands
Neo Wealth Partners operates multiple associated brands including Neo Wealth Partners, WealthSecure, and Neo Wealth. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Offers a robo-advisor platform for automated financial planning and investment guidance. | wealthsecure.com | |
| Wealth management, family office services, and investment opportunities are provided. | neo-wealth.com | |
| Offers financial advisory and wealth management services for personalized client solutions. | neowealthpartners.com |
Business activity
The main business activity of Neo Wealth Partners is financial and insurance service. In detail, this covers other financial activities.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities |
To see the full business activity and turnover split of Neo Wealth Partners Private Limited, buy the company report.
Financials of Neo Wealth Partners Private Limited
FY 2025 filings availableNeo Wealth Partners Private Limited reported revenue of ₹77.6 Cr (up 129% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 232% over five years, including 129% growth 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 | -₹12.81 Cr | ||||
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| Net Profit (PAT) | -₹17.81 Cr | ||||
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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 | -16.5% | ||||
| Net Profit Margin | -23% | ||||
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To see the full financial statements and ratios of Neo Wealth Partners Private Limited, buy the company report.
Board of directors of Neo Wealth Partners Private Limited
Neo Wealth Partners has 4 current directors and 9 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Visva Srikanth Ayinavolu | Director | 10 Nov 2022 | 3 Years 11 Months | Current |
| Nikhir Nemchand Jain | Additional Director | 27 Feb 2026 | 0 Years 8 Months | Current |
| Shantanu Bhargava | Additional Director | 05 Jan 2026 | 0 Years 9 Months | Current |
| Anindita Bhowmik | Additional Director | 05 Jan 2026 | 0 Years 9 Months | Current |
Peer comparison
Neo Wealth Partners Private Limited is compared with the 3 companies closest to it by revenue in the BFSI industry (Financial Instrument Distributors), with the same principal business activity (other financial activities), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Neo Wealth Partners Private Limitedthis company | ₹77.6 Cr (FY 2025) | -₹17.81 Cr | -23% | 129.0% | 21 | Mumbai, Maharashtra, India |
| Sapient Finserv Private Limited | ₹63.08 Cr (FY 2025) | 94.0% | Pune, Maharashtra, India | |||
| Banayantree Services Limited | ₹46.32 Cr (FY 2025) | 62.0% | New Delhi, Delhi, India | |||
| Parag Parikh Financial Advisory Services Limited | ₹45.63 Cr (FY 2025) | -84.0% | Mumbai, Maharashtra, India |
To see the full peer comparison of Neo Wealth Partners Private Limited, buy the company report.
Auditor
Neo Wealth Partners Private Limited is audited by B S R & Co. LLP for the financial year 2025.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| B S R & Co. LLP | FY 2025 | 101248W/W-100022 |
Shareholding
The shareholding of Neo Wealth Partners Private Limited is on record for 5 financial years, the latest being FY 2025, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of Neo Wealth Partners Private Limited, buy the company report.
Charges & borrowings
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 24 Dec 2025 | 101237492 | Others | ₹1 Cr | Open | |
| 22 Nov 2025 | 101206922 | Others | ₹3 Cr | Open | |
| 18 Nov 2025 | 101198846 | Others | ₹50 Cr | Open | |
| 20 Oct 2025 | 101196549 | Others | ₹20 Cr | Open | |
| 23 Sep 2025 | 101219632 | Others | ₹2 Cr | Open |
To see the full charge records of Neo Wealth Partners Private Limited, buy the company report.
Total charge records: 12 View all charges
Legal cases
Neo Wealth Partners Private Limited has 2 court cases on record: 2 filed by Neo Wealth Partners. All cases are disposed.
Cases by court
| Court | Cases | Against the company | Pending |
|---|---|---|---|
| High courts | 2 | 0 | 0 |
Cases on record (2 of 2)
| Court | Type of case | Party | Status |
|---|---|---|---|
| High Court of Delhi | Writ petition | Filed by the company against Government of NCT Delhi | Disposed |
| High Court of Delhi | Writ petition | Filed by the company against Govt of NCT of Delhi | Disposed |
To see the full case history of Neo Wealth Partners Private 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 Neo Wealth Partners Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
Employees & EPFO
Neo Wealth Partners Private Limited has a workforce of 21 employees on its EPFO records as of Sep 23, 2025, across 1 active EPFO establishment.
GST
Neo Wealth Partners has 7 GST registrations: 7 active. The first 4 active GSTINs are listed below.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AAFCT9640K1ZT | Maharashtra | Active | 10 Jul 2017 |
| 27AAFCT9640K2ZS | Maharashtra | Active | 19 Mar 2025 |
| 29AAFCT9640K1ZP | Karnataka | Active | 12 Sep 2017 |
| 07AAFCT9640K1ZV | Delhi | Active | 04 Aug 2023 |
To see the full GST registrations and return filing status of Neo Wealth Partners Private Limited, buy the company report.
Recent activity
Neo Wealth Partners Private Limited has 15 board changes on record since 2021: 6 appointments and 9 cessations. The latest: Nikhir Nemchand Jain was appointed as Additional Director on 27 Feb 2026.
20 earlier events are in the company report.
Frequently asked questions
Neo Wealth Partners is an active private limited company based in Mumbai, Maharashtra, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 20 October 2016 (10+ years old) and is registered under CIN U01110MH2016PTC286990.
Neo Wealth Partners has 4 current directors:
- Visva Srikanth Ayinavolu - Director
- Nikhir Nemchand Jain - Additional Director
- Shantanu Bhargava - Additional Director
- Anindita Bhowmik - Additional Director
The latest financial statements of Neo Wealth Partners on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 26 September 2025. Year-wise statements from FY 2017 are in the company report.
The GSTIN of Neo Wealth Partners is 27AAFCT9640K1ZT, registered in Maharashtra. The company has 7 GST registrations in all, of which 7 are active. Other active GSTINs include 27AAFCT9640K2ZS (Maharashtra), 29AAFCT9640K1ZP (Karnataka), 07AAFCT9640K1ZV (Delhi).
The CIN (Corporate Identification Number) of Neo Wealth Partners is U01110MH2016PTC286990. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Neo Wealth Partners has 2 court cases on record: 2 filed by the company.
Neo Wealth Partners was incorporated on 20 October 2016, making it 10+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Neo Wealth Partners by revenue are Sapient Finserv Private Limited, Banayantree Services Limited, Parag Parikh Financial Advisory Services Limited, all in the BFSI industry (Financial Instrument Distributors), with the same principal business activity (other financial activities).
Nikhir Nemchand Jain was appointed as Additional Director on 27 Feb 2026. Anindita Bhowmik was appointed as Additional Director on 05 Jan 2026. Shantanu Bhargava was appointed as Additional Director on 05 Jan 2026. Neo Wealth Partners has 15 board changes on record in total.
Neo Wealth Partners can be reached through the website neowealthpartners.com. Its registered office is in Mumbai, Maharashtra, India.
The registered office of Neo Wealth Partners is at 903 B – Wing 9th Floor Marathon Futurex Mafatlal Mills Compound N.M. Joshi Marg Lower P, Arel, Mumbai, Maharashtra, India – 400013.