PD Wealth Advisory Services Private Limited
About PD Wealth Advisory Services Private Limited
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PD Wealth Advisory Services Private Limited is a private limited company based in Bangalore, Karnataka, India, a subsidiary of Dhruvdesh Investments Private Limited. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 10 December 2007 and has been in existence for over 19 years.
The company is registered with the Registrar of Companies (ROC), Bangalore, under CIN U74140KA2007PTC044618.
The company has an authorised share capital of ₹1.5 Cr and a paid-up capital of ₹48 Lakh. It is led by directors including Meghana Prasad Deshpande and Prasad Raghunath Deshpande.
Its last annual general meeting (AGM) was held on 29 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at 1st Floor No.372 Nilaya Opp R T Nagar Police Station R T Nagar Main Road, Bangalore, Karnataka, India – 560032.
As per the financials filed for FY 2025, the company reported a revenue of ₹47.62 Lakh, a growth of 63% compared to the previous year. For the same year it recorded a net profit of ₹45.96 Lakh (net margin 96.5%) and EBITDA of ₹46.78 Lakh (EBITDA margin 98.2%). Revenue has grown at a compounded annual rate (CAGR) of 55% over five years.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
PD Wealth Advisory Services Private Limited's registered office is in Bangalore, Karnataka. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Registered Address1st Floor No.372 Nilaya Opp R T Nagar Police Station R T Nagar Main Road, Bangalore, Karnataka, India – 560032
- IndustryFinancial Services, Diversified Financial Services
To see the full contact details of PD Wealth Advisory Services 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 PD Wealth Advisory Services is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of PD Wealth Advisory Services Private Limited, buy the company report.
Financials of PD Wealth Advisory Services Private Limited
FY 2025 filings availablePD Wealth Advisory Services Private Limited reported revenue of ₹47.62 Lakh (up 63% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 55% over five years, including 63% growth in the latest year. EBITDA rose 63% 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 |
|---|---|---|---|---|---|
| Profit and Loss Statement | |||||
| Revenue from Operations | |||||
| Other Income | |||||
| Total Revenue | ₹47.62 Lakh | ||||
| Cost of Materials Consumed | |||||
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| Depreciation and Amortisation | |||||
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| Total Expenses | |||||
| EBITDA | ₹46.78 Lakh | ||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | ₹45.96 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 | 98.2% | ||||
| Net Profit Margin | 96.5% | ||||
| Return on Equity (ROE) | |||||
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To see the full financial statements and ratios of PD Wealth Advisory Services Private Limited, buy the company report.
Board of directors of PD Wealth Advisory Services Private Limited
PD Wealth Advisory Services has 3 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Meghana Prasad Deshpande Also directs: Dhruvdesh Infrastructure LLP, Dhruvdesh Ventures LLP, Silveride Mobility LLP and 5 more | Director | 10 Dec 2007 | 18 Years 10 Months | Current |
| Prasad Raghunath Deshpande Also directs: Dhruvdesh Infrastructure LLP, Dhruvdesh Ventures LLP, Silveride Mobility LLP and 5 more | Director | 10 Dec 2007 | 18 Years 10 Months | Current |
| Vijayendra Vasantrao Gokak Also directs: Sunrise Realty and Leisure Private Limited, Dhruvdesh Automotive Private Limited, D & V Green-Wheels Private Limited and 1 more | Director | 12 Sep 2022 | 4 Years 1 Months | Current |
Auditor
PD Wealth Advisory Services Private Limited is audited by Raghavan Chaudhari & Narayanan for the financial year 2023.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| Raghavan Chaudhari & Narayanan | FY 2023 | 0077661S |
Shareholding
The shareholding of PD Wealth Advisory Services 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 category | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of PD Wealth Advisory Services Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving PD Wealth Advisory Services 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 PD Wealth Advisory Services 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 PD Wealth Advisory Services Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
PD Wealth Advisory Services Private Limited has 3 board changes on record since 2007: 3 appointments. The latest: Vijayendra Vasantrao Gokak was appointed as Director on 12 Sep 2022.
Frequently asked questions
PD Wealth Advisory Services is an active private limited company based in Bangalore, Karnataka, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 10 December 2007 (19+ years old) and is registered under CIN U74140KA2007PTC044618.
PD Wealth Advisory Services has 3 current directors:
- Meghana Prasad Deshpande - Director
- Prasad Raghunath Deshpande - Director
- Vijayendra Vasantrao Gokak - Director
The latest financial statements of PD Wealth Advisory Services on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 29 September 2025. Year-wise statements from 2015 are in the company report.
The CIN (Corporate Identification Number) of PD Wealth Advisory Services is U74140KA2007PTC044618. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
PD Wealth Advisory Services was incorporated on 10 December 2007, making it 19+ years old. It is registered with the Registrar of Companies, Bangalore.
Vijayendra Vasantrao Gokak was appointed as Director on 12 Sep 2022. Meghana Prasad Deshpande was appointed as Director on 10 Dec 2007. Prasad Raghunath Deshpande was appointed as Director on 10 Dec 2007.
The registered office of PD Wealth Advisory Services is at 1st Floor No.372 Nilaya Opp R T Nagar Police Station R T Nagar Main Road, Bangalore, Karnataka, India – 560032.
PD Wealth Advisory Services operates in the financial services industry, in the diversified financial services segment.
The compliance status of PD Wealth Advisory Services is compliant as of 24 September 2026. The company is actively filing with the Registrar of Companies.
PD Wealth Advisory Services can be reached at its registered office: 1st Floor No.372 Nilaya Opp R T Nagar Police Station R T Nagar Main Road, Bangalore, Karnataka, India – 560032.
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