Pallavi Financial Advisors Private Limited
About Pallavi Financial Advisors Private Limited
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Pallavi Financial Advisors Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 07 April 2008 and has been in existence for over 18 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U60100MH2008PTC180882.
The company has an authorised share capital of ₹25 Lakh and a paid-up capital of ₹5.67 Lakh. It is led by directors Navratan Mulchand Punamiya and Lalit Navratan Punamiya.
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 ₹5.08 Lakh, a growth of 61% compared to the previous year. For the same year it recorded a net loss of ₹2.76 Lakh (net margin -54.3%) and EBITDA of -₹2.76 Lakh (EBITDA margin -54.3%). Revenue has declined at a compounded annual rate (CAGR) of 13% over three years and 7% over five years.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
CIN history
Pallavi Financial Advisors has one previous CIN (Corporate Identification Number): U66000MH2008PTC180882. The current CIN is U60100MH2008PTC180882, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U60100MH2008PTC180882 | Current |
| U66000MH2008PTC180882 | Previous |
Contact details
Pallavi Financial Advisors Private Limited's registered office is in Mumbai, Maharashtra. Its e-mail address is in the company report.
- Email
- Registered Address1201 12th Floor Lotus Link Square, D. N. Nagar New Link Road Andheri (West), Mumbai, Maharashtra, India – 400053
- IndustryFinancial Services, Diversified Financial Services
To see the full contact details of Pallavi Financial 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
Financials of Pallavi Financial Advisors Private Limited
FY 2025 filings availablePallavi Financial Advisors Private Limited reported revenue of ₹5.08 Lakh (up 61% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue rose 61% in the latest year, though over five years it has declined at a compounded annual rate (CAGR) of 7%. EBITDA rose 13% 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 | -₹2.76 Lakh | ||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | -₹2.76 Lakh | ||||
| 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 | -54.3% | ||||
| Net Profit Margin | -54.3% | ||||
| 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 Pallavi Financial Advisors Private Limited, buy the company report.
Board of directors of Pallavi Financial Advisors Private Limited
Pallavi Financial Advisors has 2 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Navratan Mulchand Punamiya Also directs: Silver Con Infrastructure Private Limited | Director | 07 Apr 2008 | 18 Years 7 Months | Current |
| Lalit Navratan Punamiya Also directs: Silver Con Infrastructure Private Limited | Director | 07 Apr 2008 | 18 Years 7 Months | Current |
Peer comparison
Pallavi Financial Advisors Private Limited is compared with the 10 companies closest to it by revenue in the BFSI industry (Other Financial Services), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Harvinder Motor Finance Private Limited | ₹5.1 Lakh (FY 2024) | -49.0% | Uttar Pradesh, India | |||
| Skytone Tradelinks Private Limited | ₹5.09 Lakh (FY 2024) | 37.0% | New Delhi, Delhi, India | |||
| Steadfast Lending Consultancy Private Limited | ₹5.09 Lakh (FY 2018) | -91.0% | New Delhi, Delhi, India | |||
| Quantlab Wealth Advisor Private Limited | ₹5.08 Lakh (FY 2024) | 554.0% | Ghaziabad, Uttar Pradesh, India | |||
| Bank Street Securities Private Limited | ₹5.08 Lakh (FY 2025) | 11.0% | Delhi, India | |||
| Pallavi Financial Advisors Private Limitedthis company | ₹5.08 Lakh (FY 2025) | -₹2.76 Lakh | -54.3% | 61.0% | Mumbai, Maharashtra, India | |
| Greenex Chemicals Pvt Ltd | ₹5.08 Lakh (FY 2024) | -57.0% | Kolkata, West Bengal, India | |||
| Drishti Towers Private Limited | ₹5.07 Lakh (FY 2025) | -81.0% | Kolkata, West Bengal, India | |||
| Ujala Holdings Limited | ₹5.07 Lakh (FY 2025) | -5.0% | New Delhi, Delhi, India | |||
| Richa Financiers Pvt. Ltd. | ₹5.06 Lakh (FY 2024) | 4.0% | Kolkata, West Bengal, India | |||
| Etre Vous Investments Private Limited | ₹5.06 Lakh (FY 2025) | 9.0% | Mumbai, Maharashtra, India |
To see the full peer comparison of Pallavi Financial Advisors Private Limited, buy the company report.
Auditor
Pallavi Financial Advisors Private Limited is audited by LYPP & ASSOCIATES for the financial year 2021.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| LYPP & ASSOCIATES | FY 2021 | 153950W |
Shareholding
The shareholding of Pallavi Financial Advisors Private Limited is on record for 3 financial years, the latest being FY 2021, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2021 | FY 2017 | FY 2016 |
|---|---|---|---|
| Promoters | |||
| Domestic institutional investors (DII) | |||
| Foreign institutional investors (FII) | |||
| Public | |||
| Others |
To see the full shareholding pattern of Pallavi Financial Advisors Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Pallavi Financial 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 Pallavi Financial 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 Pallavi Financial Advisors Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Pallavi Financial Advisors Private Limited has 2 board changes on record since 2008: 2 appointments. The latest: Lalit Navratan Punamiya was appointed as Director on 07 Apr 2008.
Frequently asked questions
Pallavi Financial Advisors 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 07 April 2008 (18+ years old) and is registered under CIN U60100MH2008PTC180882.
Pallavi Financial Advisors has 2 current directors:
- Navratan Mulchand Punamiya - Director
- Lalit Navratan Punamiya - Director
The latest financial statements of Pallavi Financial 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 2015 are in the company report.
The CIN (Corporate Identification Number) of Pallavi Financial Advisors is U60100MH2008PTC180882. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Pallavi Financial Advisors was incorporated on 07 April 2008, making it 18+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of Pallavi Financial Advisors by revenue are Harvinder Motor Finance Private Limited, Skytone Tradelinks Private Limited, Steadfast Lending Consultancy Private Limited, Quantlab Wealth Advisor Private Limited, Bank Street Securities Private Limited and 5 more, all in the BFSI industry (Other Financial Services).
Lalit Navratan Punamiya was appointed as Director on 07 Apr 2008. Navratan Mulchand Punamiya was appointed as Director on 07 Apr 2008.
The registered office of Pallavi Financial Advisors is at 1201 12th Floor Lotus Link Square, D. N. Nagar New Link Road Andheri West, Mumbai, Maharashtra, India – 400053.
Pallavi Financial Advisors operates in the financial services industry, in the diversified financial services segment.
The compliance status of Pallavi Financial Advisors is compliant as of 11 August 2026. The company is actively filing with the Registrar of Companies.
Pallavi Financial Advisors can be reached at its registered office: 1201 12th Floor Lotus Link Square, D. N. Nagar New Link Road Andheri West, Mumbai, Maharashtra, India – 400053.
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