Wealthtree Investment Advisory LLP

Wealthtree Investment Advisory LLP - business outsourcing in Mumbai, Maharashtra, India. Directors, charges & compliance details.
LLPIN AAK-0303 Incorporated 17 July 2017 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Limited Liability Partnership business outsourcing
Data last updated
Contribution obligation
₹50,000
As per LLP agreement
LLP age
9 yrs
Est. 2017
Designated partners
2
As per MCA filings
Last financials
Mar 2022
Balance sheet date
LLP status
Active
MCA master data
Registrar
Mumbai
ROC office
Incorporated
17 Jul 2017
Date of incorporation
Entity type
LLP
As registered with MCA

About Wealthtree Investment Advisory LLP

Data last updated:

Wealthtree Investment Advisory LLP is a limited liability partnership (LLP) based in Mumbai, Maharashtra, India. It operates in the business and IT consulting segment of the business process outsourcing sector. It was incorporated on 17 July 2017 and has been in existence for over 9 years.

The LLP is registered with the Registrar of Companies (ROC), Mumbai, under LLPIN AAK-0303.

The LLP has a total obligation of contribution of ₹50,000. It is led by designated partners Sonali Vishal Goenka and Vishal Shyamsunder Goenka.

Its latest statement of accounts is for the year ended 31 March 2022. The registered office is at E – 1/02 Sector 1 Ground Floor Police Colony CBD Belapur Navi Mumbai, Maharashtra, India – 400614.

Company details

LLPIN AAK-0303
Incorporation Date 17 July 2017
Total Obligation of Contribution ₹50,000
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 31 March 2023
Date of Balance Sheet 31 March 2022

Contact details

Wealthtree Investment Advisory LLP's registered office is in Mumbai, Maharashtra.

  • Registered Address
    E – 1/02 Sector 1 Ground Floor Police Colony CBD Belapur Navi Mumbai, Maharashtra, India – 400614
  • Industry
    Business Outsourcing, Business & IT Consulting
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Financials of Wealthtree Investment Advisory LLP

FY 2022 filings available

Financial Statement Summary

Statement of Account and SolvencyFY 2021-22FY 2020-21FY 2019-20FY 2018-19FY 2017-18
Income and Expenditure
Turnover
Other Income
Total Income
Purchases and Direct Costs
Personnel Expenses
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Profit Transferred to Partners
Assets and Liabilities
Partners' Contribution
Reserves and Surplus
Secured Loans
Unsecured Loans
Trade Payables
Other Liabilities and Provisions
Total Liabilities
Fixed Assets
Investments
Loans and Advances
Inventories
Trade Receivables
Cash and Bank Balance
Total Assets

Financial Ratios

Statement of Account and SolvencyFY 2021-22FY 2020-21FY 2019-20FY 2018-19FY 2017-18
Profitability
Net Profit Margin
Return on Partners' Funds
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Liquidity and Debt
Current Ratio
Debt to Partners' Funds
Interest Coverage
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Turnover Growth
Profit Growth

To see the full financial statements and ratios of Wealthtree Investment Advisory LLP, buy the company report.

Designated partners of Wealthtree Investment Advisory LLP

Wealthtree Investment Advisory has 2 designated partners on record. No former designated partners are listed.

Current Designated Partners
NameDesignationAppointment DateTenureStatus
Sonali Vishal GoenkaDesignated Partner17 Jul 20179 Years 3 MonthsCurrent
Vishal Shyamsunder GoenkaDesignated Partner17 Jul 20179 Years 3 MonthsCurrent

MSME payment delays

No delayed payments to MSME suppliers are on our record for Wealthtree Investment Advisory LLP; 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 Wealthtree Investment Advisory LLP; the GSTIN and return-filing check is in the company report Buy the company report.

Recent activity

Wealthtree Investment Advisory LLP has 2 designated partner changes on record since 2017: 2 appointments. The latest: Sonali Vishal Goenka was appointed as Designated Partner on 17 Jul 2017.

AGM
Wealthtree Investment Advisory Llp last Annual general meeting of members was held on 31 Mar 2023 as per latest MCA records.
Filing
Wealthtree Investment Advisory Llp has filed its annual Financial statements for the year ended 31 Mar 2022 with Roc Mumbai I.
Appointed
Sonali Vishal Goenka was appointed as Designated Partner.
Appointed
Vishal Shyamsunder Goenka was appointed as Designated Partner.
Incorporation
17 Jul 2017
Wealthtree Investment Advisory Llp was registered on 17 Jul 2017 with Roc Mumbai I & aged 9 years 3 months as per MCA records.

Frequently asked questions

Wealthtree Investment Advisory is an active limited liability partnership based in Mumbai, Maharashtra, India. The LLP works in business and IT consulting, within the business outsourcing industry. It was incorporated on 17 July 2017 (9+ years old) and is registered under LLPIN AAK-0303.

Wealthtree Investment Advisory has 2 current designated partners:

The latest financial statements of Wealthtree Investment Advisory on record with the MCA are for the year ended 31 March 2022. Its last annual general meeting was held on 31 March 2023. Year-wise statements from FY 2018 are in the company report.

The LLPIN (Limited Liability Partnership Identification Number) of Wealthtree Investment Advisory is AAK-0303. It is issued by the Ministry of Corporate Affairs and uniquely identifies the LLP in India.

Wealthtree Investment Advisory was incorporated on 17 July 2017, making it 9+ years old. It is registered with the Registrar of Companies, Mumbai.

Sonali Vishal Goenka was appointed as Designated Partner on 17 Jul 2017. Vishal Shyamsunder Goenka was appointed as Designated Partner on 17 Jul 2017.

The registered office of Wealthtree Investment Advisory is at E – 102 Sector 1 Ground Floor Police Colony CBD Belapur Navi Mumbai, Maharashtra, India – 400614.

Wealthtree Investment Advisory operates in the business outsourcing industry, in the business and IT consulting segment.

Wealthtree Investment Advisory can be reached at its registered office: E – 102 Sector 1 Ground Floor Police Colony CBD Belapur Navi Mumbai, Maharashtra, India – 400614.

Wealthtree Investment Advisory is registered under the jurisdiction of the Registrar of Companies (ROC), Mumbai.