Opportune Wealth Advisors Private Limited

Opportune Wealth Advisors Private Limited - business outsourcing in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
CIN U74999MH2016PTC280611 Incorporated 03 May 2016 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Private Limited Company business outsourcing
Data last updated
Revenue · FY 2025
₹30.91 Lakh
▼ 44% YoY
Net loss · FY 2025
₹9.81 Lakh
Net margin -31.8%
EBITDA · FY 2025
-₹5.48 Lakh
EBITDA margin -17.7%
Authorised capital
₹35 Lakh
Registered with MCA
Paid-up capital
₹35 Lakh
Issued & subscribed
Company age
10 yrs
Est. 2016
Directors on board
2
As per MCA filings
Active GSTINs
1
of 2 registered

About Opportune Wealth Advisors Private Limited

Data last updated:

Opportune Wealth Advisors Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the business and IT consulting segment of the business process outsourcing sector. It was incorporated on 03 May 2016 and has been in existence for over 10 years.

The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74999MH2016PTC280611. Its GSTIN is 27AACCO3117D2ZV (Maharashtra). The company holds 2 GST registrations, of which 1 is active.

The company has an authorised share capital of ₹35 Lakh and a paid-up capital of ₹35 Lakh. It is led by directors Suruchi Ajaya Jain (Managing Director) and Ajaya Surajbhan Jain.

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 Mumbai, Maharashtra.

As per the financials filed for FY 2025, the company reported a revenue of ₹30.91 Lakh, a decline of 44% compared to the previous year. For the same year it recorded a net loss of ₹9.81 Lakh (net margin -31.8%) and EBITDA of -₹5.48 Lakh (EBITDA margin -17.7%). Revenue has grown at a compounded annual rate (CAGR) of 10% over three years and 5% over five years.

The company is associated with 1 brand: Opportune Wealth.

The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website opportunewealth.com.

Company details

CIN U74999MH2016PTC280611
Registration Number 280611
Incorporation Date 03 May 2016
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2025
Compliance Status Active Compliant

Contact details

Opportune Wealth Advisors Private Limited's registered office is in Mumbai, Maharashtra. Its website is opportunewealth.com. Its e-mail address and telephone number are in the company report.

  • Email
  • Telephone
  • Social Media
  • Registered Address
    309 Floor – 3 Plot – 221 Maker Chamber V, Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021
  • Industry
    Business Outsourcing, Business & IT Consulting

To see the full contact details of Opportune Wealth Advisors Private Limited, buy the company report.

Comprehensive company report
Opportune Wealth Advisors 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

Opportune Wealth Advisors operates one associated brand: Opportune Wealth. Each brand links to its own profile.

BrandDescriptionWebsite
Offers advisory services on equity, mutual funds, and financial planning for wealth growth.opportunewealth.com

Business activity

The main business activity of Opportune Wealth Advisors is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.

Main activity group codeMain activityBusiness activity codeBusiness activityShare of turnover
KFinancial and insurance ServiceK7Financial Advisory, brokerage and Consultancy Services

To see the full business activity and turnover split of Opportune Wealth Advisors Private Limited, buy the company report.

Financials of Opportune Wealth Advisors Private Limited

FY 2025 filings available

Opportune Wealth Advisors Private Limited reported revenue of ₹30.91 Lakh (down 44% YoY) for FY 2025.

Revenue · FY 2025
₹30.91 Lakh ▼ 44%
Net loss · FY 2025
₹9.81 Lakh margin -31.8%
EBITDA · FY 2025
-₹5.48 Lakh margin -17.7%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▼ 44%
3 years · compounded
▼ 10%
5 years · compounded
▲ 5%
EBITDA CAGR growth
1 year
▼ 192%
3 years · compounded
▼ 31%
5 years · compounded
▼ 40%

Revenue fell 44% in the latest year, but over five years it has grown at a compounded annual rate (CAGR) of 5%. EBITDA fell 192% 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

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21
Profit and Loss Statement
Revenue from Operations
Other Income
Total Revenue
Cost of Materials Consumed
Employee Benefit Expense
Finance Costs
Depreciation and Amortisation
Other Expenses
Total Expenses
EBITDA-₹5.48 Lakh
Profit Before Tax
Tax Expense
Net Profit (PAT)-₹9.81 Lakh
Balance Sheet
Share Capital
Reserves and Surplus
Net Worth (Total Equity)
Long-term Borrowings
Short-term Borrowings
Trade Payables
Total Liabilities
Fixed Assets
Investments
Inventories
Trade Receivables
Cash and Bank Balance
Total Assets

Financial Ratios

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21
Profitability
EBITDA Margin-17.7%
Net Profit Margin-31.8%
Return on Equity (ROE)
Return on Capital Employed (ROCE)
Return on Assets (ROA)
Liquidity and Debt
Current Ratio
Quick Ratio
Debt-to-Equity Ratio
Interest Coverage Ratio
Efficiency and Growth
Asset Turnover
Receivable Days
Payable Days
Inventory Days
Revenue Growth
Net Profit Growth

To see the full financial statements and ratios of Opportune Wealth Advisors Private Limited, buy the company report.

Board of directors of Opportune Wealth Advisors Private Limited

Opportune Wealth Advisors has 2 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.

Current Directors
NameDesignationAppointment DateTenureStatus
Ajaya Surajbhan JainDirector03 May 201610 Years 5 MonthsCurrent
Suruchi Ajaya JainManaging Director03 May 201610 Years 5 MonthsCurrent

Auditor

Opportune Wealth Advisors Private Limited is audited by HFK MADAN & COMPANY for the financial year 2023.

Auditor firmFinancial yearFirm registration number
HFK MADAN & COMPANYFY 2023113950W

Shareholding

The shareholding of Opportune Wealth Advisors 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 categoryFY 2023FY 2022FY 2021FY 2020FY 2019
Promoters
Domestic institutional investors (DII)
Foreign institutional investors (FII)
Public
Others

To see the full shareholding pattern of Opportune Wealth Advisors Private Limited, buy the company report.

MSME payment delays

No delayed payments to MSME suppliers are on our record for Opportune Wealth Advisors Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.

GST

Opportune Wealth Advisors has 2 GST registrations: 1 active and 1 cancelled or inactive.

Total GSTINs
2
Active
1
Cancelled / inactive
1
GSTINStateStatusRegistered on
27AACCO3117D2ZVMaharashtraActive25 Feb 2020

To see the full GST registrations and return filing status of Opportune Wealth Advisors Private Limited, buy the company report.

Recent activity

Opportune Wealth Advisors Private Limited has 3 board changes on record since 2016: 2 appointments and 1 cessation. The latest: Suruchi Ajaya Jain ceased to be Director on 31 Oct 2017.

AGM
Opportune Wealth Advisors Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Filing
Opportune Wealth Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai.
Ceased
Suruchi Ajaya Jain ceased to be Director.
Appointed
Ajaya Surajbhan Jain was appointed as Director.
Appointed
Suruchi Ajaya Jain was appointed as Managing Director.
Incorporation
03 May 2016
Opportune Wealth Advisors Private Limited was registered on 03 May 2016 with Roc Mumbai & aged 10 years 5 months as per MCA records.

Frequently asked questions

Opportune Wealth Advisors is an active private limited company based in Mumbai, Maharashtra, India. The company works in business and IT consulting, within the business outsourcing industry. It was incorporated on 03 May 2016 (10+ years old) and is registered under CIN U74999MH2016PTC280611.

Opportune Wealth Advisors has 2 current directors:

The latest financial statements of Opportune 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 2017 are in the company report.

The GSTIN of Opportune Wealth Advisors is 27AACCO3117D2ZV, registered in Maharashtra. The company has 2 GST registrations in all, of which 1 is active and 1 is cancelled or inactive.

The CIN (Corporate Identification Number) of Opportune Wealth Advisors is U74999MH2016PTC280611. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Opportune Wealth Advisors was incorporated on 03 May 2016, making it 10+ years old. It is registered with the Registrar of Companies, Mumbai.

Suruchi Ajaya Jain ceased to be Director on 31 Oct 2017. Ajaya Surajbhan Jain was appointed as Director on 03 May 2016. Suruchi Ajaya Jain was appointed as Managing Director on 03 May 2016.

Opportune Wealth Advisors can be reached through the website opportunewealth.com. Its registered office is in Mumbai, Maharashtra, India.

The registered office of Opportune Wealth Advisors is at 309 Floor – 3 Plot – 221 Maker Chamber V, Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021.

Opportune Wealth Advisors operates in the business outsourcing industry, in the business and IT consulting segment.