About Proinvest Wealth Private Limited
Data last updated: 08 January 2026
Proinvest Wealth Private Limited is a private limited company based in Haveli, Maharashtra, India. It specialises in brokerage and trading services, a part of the broader financial services sector. Incorporated on 04 August 2017, the company has been in operation for over 9 years.
Registered with ROC Pune under CIN U74999PN2017PTC171870.
Capital: an authorised share capital of ₹1.5 Cr and a paid-up capital of ₹1.02 Cr. Formerly known as Proinvest Wealth Private Limited and Proinvest Wealth Managers Private Limited. It is led by directors Vilekha Pradeep Doshi and Jaydeep Pradeep Doshi.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: Haveli, Maharashtra.
As per the financials filed for FY 2024, the company reported a revenue of ₹3.91 Cr, a growth of 21% compared to the previous year.
The company is associated with 1 brand - Proinvest Wealth. As per MCA filings, the company has open charges of ₹3.24 Cr on record.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website proinvestwealth.com.
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Registered AddressSr.No. 162/4A/5A Plot No – 2A, Office No – 002 Sr Chembers Pune (M Corp.), Haveli, Maharashtra, India – 411007
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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
- PDF report delivered after checkout
Name History of Proinvest Wealth Private Limited
Proinvest Wealth Private Limited has undergone 2 name changes throughout its history. The company was previously known as Proinvest Wealth Private Limited, and Proinvest Wealth Managers Private Limited. The current legal name is Proinvest Wealth Private Limited, reflecting the company's evolution and rebranding over time.
| Company Name | Status |
|---|---|
| Proinvest Wealth Private Limited | Current |
| Proinvest Wealth Managers Private Limited | Previous |
Associated Brands with Proinvest Wealth Private Limited
Proinvest Wealth Private Limited operates one associated brand: Proinvest Wealth. These brands represent Proinvest Wealth Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Offers customized investment plans for mutual funds, equities, and financial advisory. | proinvestwealth.com |
Competitors & Alternatives of Proinvest Wealth Private Limited
Brands and companies operating in the same space as Proinvest Wealth Private Limited include Stratzy, Muthoot Fincorp, Muthoot Group and 5 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Stratzy
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Provider of wealth management services | Mumbai, India, India | 2021 |
Muthoot Fincorp
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Non-banking financial company specializes in providing a range of financial products & services | Thiruvananthapuram, India, India | 1887 |
Muthoot Group
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Diversified operations are conducted across multiple industries by Muthoot Group. | Ernakulam, India, India | 1887 |
Ladderup
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Boutique investment bank focused on middle market | Mumbai, India, India | 1993 |
Amrapali
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Investment management services are provided to clients by the firm. | Silvassa, India, India | 1988 |
Wealth Managers United
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Offers private wealth management, family offices, and investment banking services. | Bengaluru, India, India | 2011 |
Motilal Oswal Private Wealth
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Offers comprehensive wealth management services, including portfolio advisory and financial planning. | Mumbai, India, India | 2007 |
Fortune Wealth Management
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Provides investment management, broking, and wealth creation services for clients in India. | Coimbatore, India, India | 2004 |
Business Activity of Proinvest Wealth Private Limited
Proinvest Wealth Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including financial advisory, brokerage and consultancy services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | Locked |
Business activity turnover details for Proinvest Wealth Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Auditor Details of Proinvest Wealth Private Limited
Proinvest Wealth Private Limited is audited by M.V. SAKHARE AND CO for the financial year 2023. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| M.V. SAKHARE AND CO | Locked | Locked | Locked |
Complete auditor history for Proinvest Wealth Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
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- Auditor changes
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Board of Directors of Proinvest Wealth Private Limited
Proinvest Wealth Private Limited is currently managed by 2 directors, with 1 former director having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Vilekha Pradeep Doshi | Director | 04 Aug 2017 | 9 Years 0 Months | Current |
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Jaydeep Pradeep Doshi
Also directs:
Krushinath Green Energy Limited
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Director | 04 Aug 2017 | 9 Years 0 Months | Current |
Financials of Proinvest Wealth Private Limited FY 2025 filings available
Proinvest Wealth Private Limited reported revenue of ₹3.91 Cr (up 21.00% YoY) for FY 2024.
Ten-year financial statements for Proinvest Wealth Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
- Cash-flow statements
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Ownership and Shareholding of Proinvest Wealth Private Limited
Shareholding and ownership data for Proinvest Wealth Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Charges & Borrowings of Proinvest Wealth Private Limited
| Date | Lender | Amount | Status |
|---|---|---|---|
| 07 Nov 2023 | Others | ₹3.1 Cr | Open |
| 20 Apr 2022 | Hdfc Bank Limited | ₹14.03 Lakh | Open |
Total charge records: 2 View all charges
Employees and EPFO Compliance at Proinvest Wealth Private Limited
View historical data on people associated with Proinvest Wealth Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Proinvest Wealth 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
Verified entity values are shown only after access is granted.
GST Compliance of Proinvest Wealth Private Limited
GST registrations and filing compliance for Proinvest Wealth 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
- HSN and SAC details
- Tax jurisdiction records
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Credit Ratings, Litigation & Regulatory Alerts for Proinvest Wealth Private Limited
Credit ratings, litigation, and regulatory alerts for Proinvest Wealth Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
Verified entity values are shown only after access is granted.
MSME Payment Delays by Proinvest Wealth Private Limited
MSME payment history for Proinvest Wealth 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
- Vendor payment signals
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Subsidiaries & Group Companies of Proinvest Wealth Private Limited
Corporate group structure for Proinvest Wealth Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
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MCA Filings & Documents of Proinvest Wealth Private Limited
MCA filings and documents for Proinvest Wealth 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
Verified entity values are shown only after access is granted.
Recent Activity on Proinvest Wealth Private Limited
Frequently Asked Questions about Proinvest Wealth Private Limited
Proinvest Wealth Private Limited is an active private limited company in the financial services sector based in Haveli, Maharashtra, India. It was incorporated on 04 August 2017 (9+ years old) and is registered under CIN U74999PN2017PTC171870.
Proinvest Wealth Private Limited reported revenue of ₹3.91 Cr for FY 2024 (up 21.00% YoY).
The current directors of Proinvest Wealth Private Limited are:
- Vilekha Pradeep Doshi - Director
- Jaydeep Pradeep Doshi - Director
The primary industry of Proinvest Wealth Private Limited is financial services. The company specifically operates in brokerage and trading services. The company is currently active in this sector.
Proinvest Wealth Private Limited can be reached at the registered office: Sr.No. 1624A5A Plot No – 2A, Office No – 002 Sr Chembers Pune M Corp, Haveli, Maharashtra, India – 411007, or through the website proinvestwealth.com.
The authorised capital is ₹1.5 Cr, and the paid-up capital is ₹1.02 Cr.