
Wealthtree Investment Advisory LLP
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
Contact details
Wealthtree Investment Advisory LLP's registered office is in Mumbai, Maharashtra.
- Registered AddressE – 1/02 Sector 1 Ground Floor Police Colony CBD Belapur Navi Mumbai, Maharashtra, India – 400614
- IndustryBusiness Outsourcing, Business & IT Consulting
- 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 Wealthtree Investment Advisory LLP
FY 2022 filings availableFinancial Statement Summary
| Statement of Account and Solvency | FY 2021-22 | FY 2020-21 | FY 2019-20 | FY 2018-19 | FY 2017-18 |
|---|---|---|---|---|---|
| Income and Expenditure | |||||
| Turnover | |||||
| Other Income | |||||
| Total Income | |||||
| Purchases and Direct Costs | |||||
| Personnel Expenses | |||||
| Administrative Expenses | |||||
| Interest | |||||
| Depreciation | |||||
| Total Expenses | |||||
| Profit Before Tax | |||||
| Tax | |||||
| Profit After Tax | |||||
| 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 Solvency | FY 2021-22 | FY 2020-21 | FY 2019-20 | FY 2018-19 | FY 2017-18 |
|---|---|---|---|---|---|
| Profitability | |||||
| Net Profit Margin | |||||
| Return on Partners' Funds | |||||
| Return on Assets | |||||
| Liquidity and Debt | |||||
| Current Ratio | |||||
| Debt to Partners' Funds | |||||
| Interest Coverage | |||||
| Efficiency and Growth | |||||
| Asset Turnover | |||||
| Receivable Days | |||||
| 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.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Sonali Vishal Goenka | Designated Partner | 17 Jul 2017 | 9 Years 3 Months | Current |
| Vishal Shyamsunder Goenka | Designated Partner | 17 Jul 2017 | 9 Years 3 Months | Current |
Legal cases
No court or tribunal cases involving Wealthtree Investment Advisory LLP 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 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.
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:
- Sonali Vishal Goenka - Designated Partner
- Vishal Shyamsunder Goenka - Designated Partner
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.

