Strategic Wealth Management And Advisory Services Private Limited - Company Profile

It is a financial services private limited company based in Cuttack, Orissa, India, established in 2015.
2015 Cuttack, Orissa, India Active
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About Strategic Wealth Management And Advisory Services Private Limited

Strategic Wealth Management And Advisory Services Private Limited, a active private limited company, was established on 14 August 2015 in Cuttack, Orissa, India. Engaging in financial brokerage within the support service to organizations sector, it holds CIN: U67120OR2015PTC019293. Registered under ROC Roc Cuttack. it is unlisted. It has an authorized capital of ₹1.00 M and a paid-up capital of ₹0.10 M.

It upholds a compliant status. Its leadership includes Kalpataru Das (Director), Nabaghana Khuntia (Director). Past directors included Bipra Charan Dash. Its latest AGM occurred on 30 November 2021, with the balance sheet filed on 31 March 2021. It is based at Plot No-2E/814 Sector 11, Cda, Cuttack, Orissa, 753014.

Company Details
  • Email
    **********
  • Telephone

    +91-XXXXXXXXXX

  • Website
    **********
  • Social Media
    **********
  • Apps
    **********

Company Details

  • CIN/LLPIN

    U67120OR2015PTC019293

  • Registration Number

    019293

  • Incorporation Date

    14 August 2015

  • Authorized Capital

    ₹1.00 M

  • Paid-Up Capital

    ₹0.10 M

  • ROC Code

    Roc Cuttack

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 1.00 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 10 Year, 6 Months
  • Last Filing with ROC 31 Mar 2021
  • Revenue Growth **** -50.44%
  • Profit Growth **** -20.74%
  • Ebitda **** 21.40%
  • Net Worth 1.57%
  • Total Assets -8.46%
Company report

Strategic Wealth Management And Advisory Services Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Strategic Wealth Management And Advisory Services Private Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.

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Who are the key members and board of directors at Strategic Wealth Management And Advisory Services Private Limited?
Current Directors
Name Designation Appointment Date Status
Kalpataru Das Director 14 Aug 2015 Current
Nabaghana Khuntia Director 14 Aug 2015 Current
Past Directors
Name Designation Cessation Status
Pramod Abcsdd Director 09 Jan 2018 Past

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Financial Performance of Strategic Wealth Management And Advisory Services.

Strategic Wealth Management And Advisory Services Private Limited, for the financial year ended 2020, experienced significant reduction in revenue, with a 50.44% decrease. The company also saw a substantial fall in profitability, with a 20.74% decrease in profit. The company's net worth moved up by a moderate rise of 1.57%.

Strategic Wealth Management And Advisory Services revenue growth over time
Strategic Wealth Management And Advisory Services profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023) YOY Growth
(FY 2022) (FY 2021) (FY 2020) (FY 2019)
Total Revenue
********
 -50.44%
*******
*******
*******
*******
Revenue from Operations
*******
 -50.44%
*******
*******
*******
*******
Total Assets
*******
 -8.46%
*******
*******
*******
*******
Profit or Loss
*******
 -20.74%
*******
*******
*******
*******
Net Worth
*******
 1.57%
*******
*******
*******
*******
EBITDA
*******
 21.40%
*******
*******
*******
*******

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What is the Ownership and Shareholding Structure of Strategic Wealth Management And Advisory Services?

In 2017, Strategic Wealth Management And Advisory Services had a promoter holding of 100.00%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Pattern (FY 2024)
shareholding
  • Promoters: 92.83%
  • Public: 4.10%
  • Others: 3.07%
Shareholding Pattern over the Year
FY (2024) FY (2023) FY (2022) FY (2021) FY (2020)
Promoters 92.83 94.62 94.55 94.55 94.55
Public 4.10 3.89 3.95 3.96 3.98
Others 3.07 1.49 1.50 1.49 1.47

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How Many Employees Work at Strategic Wealth Management And Advisory Services?

Unlock and access historical data on people associated with Strategic Wealth Management And Advisory Services, such as employment history, contributions to the Employees' Provident Fund Organization (EPFO), and related information.

Employee Date Number of Employees
2020 78,000
2021 80,500
2022 83,200
2023 86,000
2024 89,500
2025 92,000
Deals i
Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Strategic Wealth Management And Advisory Services, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Strategic Wealth Management And Advisory Services's trajectory.

Rating
Graph displaying rating trends over time

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Alerts
Alert Indicator

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Latest Updates, News, and FAQs on Strategic Wealth Management And Advisory Services
Recent Activity within the Organization
  • Annual General Meeting

    Progress on Strategic Wealth Management And Advisory Services Private Limited last Annual general meeting of members was held on 30 Nov 2021 as per latest MCA records. was documented.

  • Balance Sheet

    Progress on Strategic Wealth Management And Advisory Services Private Limited has filed its annual Financial statements for the year ended 31 Mar 2021 with Roc Cuttack. was documented.

  • Director Appointment

    Progress on Kalpataru Das was appointed as a Director was appointed as a Director on 14 Aug 2015 & has been associated with this company since 10 years 6 months . was documented.

  • Director Appointment

    Progress on Nabaghana Khuntia was appointed as a Director was appointed as a Director on 14 Aug 2015 & has been associated with this company since 10 years 6 months . was documented.

  • Company Incorporation

    The activity Strategic Wealth Management And Advisory Services Private Limited was registered on 14 Aug 2015 with Roc Cuttack & aged 10 years 6 months as per MCA records. was completed.

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Frequently Asked Questions
What is the CIN of Strategic Wealth Management And Advisory Services Private Limited?

The CIN of Strategic Wealth Management And Advisory Services Private Limited is U67120OR2015PTC019293.

Where is Strategic Wealth Management And Advisory Services Private Limited headquartered?

Strategic Wealth Management And Advisory Services Private Limited is headquartered at Plot No-2E/814 Sector 11, Cda, Cuttack, Orissa, 753014.

When was Strategic Wealth Management And Advisory Services Private Limited incorporated?

Strategic Wealth Management And Advisory Services Private Limited was incorporated on 14 August 2015.

Who are the current directors of Strategic Wealth Management And Advisory Services Private Limited?

The current directors of Strategic Wealth Management And Advisory Services Private Limited are

What is the primary industry of Strategic Wealth Management And Advisory Services Private Limited?

The primary industry of Strategic Wealth Management And Advisory Services Private Limited is Support Service To Organizations.

Is Strategic Wealth Management And Advisory Services Private Limited a listed company?

Strategic Wealth Management And Advisory Services Private Limited is unlisted.

What is the capital structure of Strategic Wealth Management And Advisory Services Private Limited?

The authorized capital of Strategic Wealth Management And Advisory Services Private Limited is ₹1.00 M, and the paid-up capital is ₹0.10 M.

What is the compliance status of Strategic Wealth Management And Advisory Services Private Limited?

The compliance status of Strategic Wealth Management And Advisory Services Private Limited is Compliant.

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