About Patni Financial Advisors Private Limited
Data last updated: 10 December 2025
Patni Financial Advisors Private Limited is a private limited company based in Mumbai, Maharashtra, India. It specialises in brokerage and trading services, a part of the broader financial services sector. Incorporated on 23 June 2005, the company has been in operation for over 21 years.
Registered with ROC Mumbai under CIN U64990MH2005PTC388096.
Capital: an authorised share capital of ₹16 Cr and a paid-up capital of ₹15.65 Cr. Formerly known as Patni Wealth Advisors Private Limited. It is led by directors including Arihant Patni and Gajendrakumar Sobhagmal Patni.
Last AGM: 30 September 2024. Financial statements filed for year ended 31 March 2024. Office: 311 Raheja Chambers Free Press Journal Marg Nariman Point, Mumbai, Maharashtra, India – 400021.
As per the financials filed for FY 2024, the company reported a revenue of ₹25.23 Cr, a growth of 87% compared to the previous year.
The company has a workforce of approximately 22 employees as per the latest available data.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website patniadvisors.com.
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Registered Address311 Raheja Chambers Free Press Journal Marg Nariman Point, Mumbai, Maharashtra, India – 400021
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IndustryFinancial Services, Brokerage & Trading Services
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
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CIN History of Patni Financial Advisors Private Limited
Patni Financial Advisors Private Limited has 2 previous CINs, indicating changes in the company's corporate structure or registration details. The current CIN is U64990MH2005PTC388096, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U64990MH2005PTC388096 | Current |
| U74999PN2005PTC020919 | Previous |
| U74999MH2005PTC388096 | Previous |
Business Activity of Patni Financial Advisors Private Limited
Patni Financial Advisors Private Limited is engaged in principal business activities including financial and insurance service and professional, scientific and technical, with detailed activities including other financial activities, financial advisory, brokerage and consultancy services, other professional, scientific and technical activities. The company has 3 registered principal business activity segments, demonstrating its operational diversity and market reach.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities | Locked |
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | Locked |
| M | Professional, Scientific and Technical | M9 | Other professional, scientific and technical activities | Locked |
Business activity turnover details for Patni Financial Advisors Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
- Historical classifications
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Board of Directors and KMP of Patni Financial Advisors Private Limited
Patni Financial Advisors Private Limited currently reports 4 directors and 1 key managerial person. 4 former directors have served the organization.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
|
Arihant Patni
Also directs:
Patni Financial Advisors Private Limited, Patni Wealth Advisors Llp, Hive Technologies Llp and 5 more
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Managing Director | 23 Jun 2005 | 21 Years 1 Months | Current |
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Gajendrakumar Sobhagmal Patni
Also directs:
Suraj Royal Properties Llp, Pcs Technology Limited, Patni Financial Advisors Private Limited and 2 more
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Director | 04 Jun 2015 | 11 Years 2 Months | Current |
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Ashokkumar Sobhagmal Patni
Also directs:
Pcs Technology Limited, Patni Financial Advisors Private Limited, Pcs Cullinet Private Limited and 5 more
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Director | 04 Jun 2015 | 11 Years 2 Months | Current |
|
Apoorva Ashokkumar Patni
Also directs:
Patni Financial Advisors Private Limited, Aakp Real Estate Llp, Aap & Associates Llp and 5 more
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Director | 23 Jun 2005 | 21 Years 1 Months | Current |
| Mehul Mansukhlal Monani | Company Secretary | 01 Aug 2023 | 3 Years 0 Months | Current |
Financials of Patni Financial Advisors Private Limited FY 2024 filings available
Patni Financial Advisors Private Limited reported revenue of ₹25.23 Cr (up 87.00% YoY) for FY 2024.
Ten-year financial statements for Patni Financial Advisors Private Limited
Historical statement values and trend charts require an active report plan.
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Charges & Borrowings Patni Financial Advisors Private Limited
Patni Financial Advisors Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Patni Financial Advisors Private Limited
View historical data on people associated with Patni Financial Advisors Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Patni Financial Advisors Private Limited
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
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GST Compliance of Patni Financial Advisors Private Limited
GST registrations and filing compliance for Patni Financial Advisors Private Limited
State-wise registrations, return filing status, HSN and SAC details, and jurisdiction records require an active report plan.
- GSTIN registrations
- State-wise filing status
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Credit Ratings, Litigation & Regulatory Alerts for Patni Financial Advisors Private Limited
Credit ratings, litigation, and regulatory alerts for Patni Financial Advisors Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
- Rating history
- Court and tribunal cases
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MSME Payment Delays by Patni Financial Advisors Private Limited
MSME payment history for Patni Financial Advisors Private Limited
Amounts outstanding to micro and small suppliers, delay reasons, and MSME-1 filing history require an active report plan.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
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Subsidiaries & Group Companies of Patni Financial Advisors Private Limited
Corporate group structure for Patni Financial Advisors Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
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MCA Filings & Documents of Patni Financial Advisors Private Limited
MCA filings and documents for Patni Financial Advisors Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
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Recent Activity on Patni Financial Advisors Private Limited
Recent News on Patni Financial Advisors Private Limited
Frequently Asked Questions about Patni Financial Advisors Private Limited
Patni Financial Advisors Private Limited is an active private limited company in the financial services sector based in Mumbai, Maharashtra, India. It was incorporated on 23 June 2005 (21+ years old) and is registered under CIN U64990MH2005PTC388096. The company has 22 employees.
Patni Financial Advisors Private Limited reported revenue of ₹25.23 Cr for FY 2024 (up 87.00% YoY).
The current directors and KMP of Patni Financial Advisors Private Limited are:
- Arihant Patni - Managing Director
- Gajendrakumar Sobhagmal Patni - Director
- Ashokkumar Sobhagmal Patni - Director
- Apoorva Ashokkumar Patni - Director
- Mehul Mansukhlal Monani - Company Secretary
The primary industry of Patni Financial Advisors Private Limited is financial services. The company specifically operates in brokerage and trading services. The company is currently active in this sector.
Patni Financial Advisors Private Limited can be reached at the registered office: 311 Raheja Chambers Free Press Journal Marg Nariman Point, Mumbai, Maharashtra, India – 400021, or through the website patniadvisors.com.
The authorised capital is ₹16 Cr, and the paid-up capital is ₹15.65 Cr.