Oms Wealth Advisors Private Limited
About Oms Wealth Advisors Private Limited
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Oms Wealth Advisors Private Limited is a private limited company based in Thane, Maharashtra, India. It operates in the financial intermediation and lending segment of the financial services sector. It was incorporated on 05 September 2019 and has been in existence for over 7 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U65999MH2019PTC330231.
The company has an authorised share capital of ₹5 Lakh and a paid-up capital of ₹5 Lakh. It is led by directors including Santosh Anand Kadam and Prachi Mahesh Madkholkar.
Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Unit 2/701/B M/S. Shreenathji Dev Pvt. Wii – Fi IT Park Plot No. B – 3 Thane(W), Maharashtra, India – 400604.
As per the financials filed for FY 2025, the company reported a revenue of ₹6.85 Lakh, a decline of 27% compared to the previous year. For the same year it recorded a net profit of ₹23,966 (net margin 3.5%) and EBITDA of ₹32,026 (EBITDA margin 4.7%). Revenue has grown at a compounded annual rate (CAGR) of 160% over three years and 122% over five years.
Company details
Contact details
Oms Wealth Advisors Private Limited's registered office is in Thane, Maharashtra. Its e-mail address is in the company report.
- Email
- Registered AddressUnit 2/701/B M/S. Shreenathji Dev Pvt. Wii – Fi IT Park Plot No. B – 3 Thane(W), Maharashtra, India – 400604
- IndustryFinancial Services, Other Financial Intermediation
To see the full contact details of Oms Wealth Advisors 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
Business activity
The main business activity of Oms Wealth Advisors is financial and insurance activities. In detail, this covers financial service activities, except insurance and pension funding.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance activities | 64 | Financial service activities, except insurance and pension funding |
To see the full business activity and turnover split of Oms Wealth Advisors Private Limited, buy the company report.
Financials of Oms Wealth Advisors Private Limited
FY 2025 filings availableOms Wealth Advisors Private Limited reported revenue of ₹6.85 Lakh (down 27% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue fell 27% in the latest year, but over five years it has grown at a compounded annual rate (CAGR) of 122%. EBITDA rose 9% 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 | ₹32,026 | ||||
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| Net Profit (PAT) | ₹23,966 | ||||
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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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| EBITDA Margin | 4.7% | ||||
| Net Profit Margin | 3.5% | ||||
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To see the full financial statements and ratios of Oms Wealth Advisors Private Limited, buy the company report.
Board of directors of Oms Wealth Advisors Private Limited
Oms Wealth Advisors has 3 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Santosh Anand Kadam | Director | 05 Sep 2019 | 7 Years 1 Months | Current |
| Milind Prabhakar Suryavanshi | Additional Director | 14 Sep 2021 | 5 Years 1 Months | Current |
| Prachi Mahesh Madkholkar Also directs: Manfin Consultancy Private Limited, Webmerge Private Limited, B & S Turnkey Projects Private Limited and 1 more | Director | 05 Sep 2019 | 7 Years 1 Months | Current |
Peer comparison
Oms Wealth Advisors Private Limited is compared with the 10 companies closest to it by revenue in the same principal business activity (financial service activities, except insurance and pension funding), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Tradex Virtual Technologies Private Limited | ₹6.91 Lakh (FY 2024) | Varanasi, Uttar Pradesh, India | ||||
| Rd Square Consulting Private Limited | ₹6.91 Lakh (FY 2024) | 27.0% | Delhi, India | |||
| Shubhan Multi Commodity Private Limited | ₹6.88 Lakh (FY 2025) | 32.0% | Vasai, Maharashtra, India | |||
| Kapccure Insurance Brokers Private Limited | ₹6.86 Lakh (FY 2025) | Burhanpur, Madhya Pradesh, India | ||||
| Darwin Finserv Private Limited | ₹6.85 Lakh (FY 2025) | -48.0% | Pune, Maharashtra, India | |||
| Oms Wealth Advisors Private Limitedthis company | ₹6.85 Lakh (FY 2025) | ₹23,966 | 3.5% | -27.0% | Thane, Maharashtra, India | |
| Shree Sakshat Money Lenders & Exchange Private Limited | ₹6.84 Lakh (FY 2025) | -36.0% | Thane, Maharashtra, India | |||
| Akram Advisory Pvt Ltd | ₹6.82 Lakh (FY 2024) | -30.0% | Kolkata, West Bengal, India | |||
| Krowmaerd Private Limited | ₹6.81 Lakh (FY 2025) | 3917.0% | Bangalore, Karnataka, India | |||
| Vityoday Enterprises Private Limited | ₹6.8 Lakh (FY 2024) | 37.0% | Thane, Maharashtra, India | |||
| Finbright Ventures Private Limited | ₹6.75 Lakh (FY 2025) | 8682.0% | Bangalore, Karnataka, India |
To see the full peer comparison of Oms Wealth Advisors Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Oms Wealth Advisors 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
No delayed payments to MSME suppliers are on our record for Oms Wealth Advisors Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
No GST registration is on our record for Oms Wealth Advisors Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Oms Wealth Advisors Private Limited has 4 board changes on record since 2019: 3 appointments and 1 cessation. The latest: Milind Prabhakar Suryavanshi was appointed as Additional Director on 14 Sep 2021.
Frequently asked questions
Oms Wealth Advisors is an active private limited company based in Thane, Maharashtra, India. The company works in other financial intermediation, within the financial services industry. It was incorporated on 05 September 2019 (7+ years old) and is registered under CIN U65999MH2019PTC330231.
Oms Wealth Advisors has 3 current directors:
- Santosh Anand Kadam - Director
- Milind Prabhakar Suryavanshi - Additional Director
- Prachi Mahesh Madkholkar - Director
The latest financial statements of Oms Wealth Advisors on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from FY 2020 are in the company report.
The CIN (Corporate Identification Number) of Oms Wealth Advisors is U65999MH2019PTC330231. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Oms Wealth Advisors was incorporated on 05 September 2019, making it 7+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Oms Wealth Advisors by revenue are Tradex Virtual Technologies Private Limited, Rd Square Consulting Private Limited, Shubhan Multi Commodity Private Limited, Kapccure Insurance Brokers Private Limited, Darwin Finserv Private Limited and 5 more, all in the same principal business activity (financial service activities, except insurance and pension funding).
Milind Prabhakar Suryavanshi was appointed as Additional Director on 14 Sep 2021. Omprakash Harishankar Shahi ceased to be Director on 26 Sep 2019. Prachi Mahesh Madkholkar was appointed as Director on 05 Sep 2019. Oms Wealth Advisors has 4 board changes on record in total.
The registered office of Oms Wealth Advisors is at Unit 2701B MS. Shreenathji Dev Pvt. Wii – Fi IT Park Plot No. B – 3 ThaneW, Maharashtra, India – 400604.
Oms Wealth Advisors operates in the financial services industry, in the other financial intermediation segment.
Oms Wealth Advisors can be reached at its registered office: Unit 2701B MS. Shreenathji Dev Pvt. Wii – Fi IT Park Plot No. B – 3 ThaneW, Maharashtra, India – 400604.
Oms Wealth Advisors is registered under the jurisdiction of the Registrar of Companies (ROC), Mumbai.
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