Shrey Wealth Advisors Private Limited
About Shrey Wealth Advisors Private Limited
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Shrey Wealth Advisors Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the brokerage and trading services segment of the financial services sector. It was incorporated on 15 October 2007 and has been in existence for over 19 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67120MH2007PTC175020. The company has 1 GST registration on record, which is no longer active.
The company has an authorised share capital of ₹35 Lakh and a paid-up capital of ₹31 Lakh. It was formerly known as Shrey Securities Private Limited. It is led by directors Girish Vasantlal Bhatt and Bipin Vasantlal Bhatt.
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 A – 1301 Pratap Heritage N R Complex L T Road Borivali (West), Mumbai, Maharashtra, India – 400092.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
Shrey Wealth Advisors Private Limited's registered office is in Mumbai, Maharashtra. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Registered AddressA – 1301 Pratap Heritage N R Complex L T Road Borivali (West), Mumbai, Maharashtra, India – 400092
- IndustryFinancial Services, Brokerage & Trading Services
To see the full contact details of Shrey Wealth 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 Shrey Wealth Advisors Private Limited
FY 2025 filings availableFinancial Statement Summary
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To see the full financial statements and ratios of Shrey Wealth Advisors Private Limited, buy the company report.
Board of directors of Shrey Wealth Advisors Private Limited
Shrey Wealth Advisors has 2 current directors and 2 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Girish Vasantlal Bhatt Also directs: Shrey Wealth Advisors LLP | Director | 15 Oct 2007 | 19 Years 0 Months | Current |
| Bipin Vasantlal Bhatt Also directs: Shrey Wealth Advisors LLP | Director | 15 Oct 2007 | 19 Years 0 Months | Current |
Auditor
Shrey Wealth Advisors Private Limited is audited by D K GALA ASSOCIATES for the financial year 2017.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| D K GALA ASSOCIATES | FY 2017 | 048073 |
Shareholding
The shareholding of Shrey Wealth Advisors Private Limited is on record for 2 financial years, the latest being FY 2017, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2017 | FY 2016 |
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| Domestic institutional investors (DII) | ||
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To see the full shareholding pattern of Shrey Wealth Advisors Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Shrey Wealth 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 Shrey Wealth Advisors Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Shrey Wealth Advisors has 1 GST registration on record, and it has been cancelled or is inactive. Only active GST numbers are listed on this page.
To see the full GST registrations and return filing status of Shrey Wealth Advisors Private Limited, buy the company report.
Recent activity
Shrey Wealth Advisors Private Limited has 4 board changes on record since 2007: 3 appointments and 1 cessation. The latest: Jinal Girish Bhatt ceased to be Director on 31 Jul 2010.
Frequently asked questions
Shrey Wealth Advisors is an active private limited company based in Mumbai, Maharashtra, India. The company works in brokerage and trading services, within the financial services industry. It was incorporated on 15 October 2007 (19+ years old) and is registered under CIN U67120MH2007PTC175020.
Shrey Wealth Advisors has 2 current directors:
- Girish Vasantlal Bhatt - Director
- Bipin Vasantlal Bhatt - Director
The latest financial statements of Shrey 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 2015 are in the company report.
No. Shrey Wealth Advisors has 1 GST registration on record and it is cancelled or inactive.
The CIN (Corporate Identification Number) of Shrey Wealth Advisors is U67120MH2007PTC175020. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Shrey Wealth Advisors was incorporated on 15 October 2007, making it 19+ years old. It is registered with the Registrar of Companies, Mumbai.
Jinal Girish Bhatt ceased to be Director on 31 Jul 2010. Dipak Ashok Mistry was appointed as Director on 15 Dec 2009. Bipin Vasantlal Bhatt was appointed as Director on 15 Oct 2007. Shrey Wealth Advisors has 4 board changes on record in total.
The registered office of Shrey Wealth Advisors is at A – 1301 Pratap Heritage N R Complex L T Road Borivali West, Mumbai, Maharashtra, India – 400092.
Shrey Wealth Advisors operates in the financial services industry, in the brokerage and trading services segment.
The compliance status of Shrey Wealth Advisors is compliant as of 21 July 2026. The company is actively filing with the Registrar of Companies.
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