Wealthwise Advisors Llp - Company Profile

It is a insurance limited liability partnership based in Pune City, Maharashtra, India, established in 2023.
2023 Pune City, Maharashtra, India Active
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About Wealthwise Advisors Llp

Wealthwise Advisors Llp, a active limited liability partnership, was established on 15 September 2023 in Pune City, Maharashtra, India. Engaging in insurance & pension funding within the insurance sector, it holds LLPIN: ACD-0464. Registered under ROC Roc Pune. It has total obligation of contribution of ₹50.00 K .

Its leadership includes Aditya Rajendra Daga (Designated Partner), Apurv Nandkishor Sarda (Designated Partner), Roopam Shubham Charkha (Designated Partner). Past directors included Sandhya Suraj Laddha, Sudarshan Sanjay Mundada. Its latest date of accounts and solvency statement 31 March 2025. It is based at Sneh Lila,F No 12, 1237, Apte Rd,Opp Hotel Shreyas, Pune City, Maharashtra, 411004.

Company Details
  • Email
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  • Telephone

    +91-XXXXXXXXXX

  • Website
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Company Details

  • CIN/LLPIN

    ACD-0464

  • Incorporation Date

    15 September 2023

  • Total Obligation of Contribution

    ₹50.00 K

  • ROC Code

    Roc Pune

  • Company Status

    Active

Key Metrics
  • Obligation of Contribution ₹ 50.00 K
  • Company Age 2 Year, 4 Months
  • Last Filing with ROC 31 Mar 2025
Company report

Wealthwise Advisors Llp

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Wealthwise Advisors Llp — 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 Wealthwise Advisors Llp?
Current Designated Partners
Name Designation Appointment Date Status
Aditya Rajendra Daga Designated Partner 15 Sep 2023 Current
Apurv Nandkishor Sarda Designated Partner 15 Sep 2023 Current
Roopam Shubham Charkha Designated Partner 15 Sep 2023 Current
Sneha Shankarrao Satav Designated Partner 15 Sep 2023 Current
Past Designated Partners
Name Designation Cessation Status
Pramod Abcsdd Partner - Past
Pramod Abcsdd Partner - Past

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Financial Performance of Wealthwise Advisors Llp.

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Wealthwise Advisors Llp revenue growth over time
Wealthwise Advisors Llp 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
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Metrics
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What is the Ownership and Shareholding Structure of Wealthwise Advisors Llp?

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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 Wealthwise Advisors Llp?

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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
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Rating
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Alerts
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Latest Updates, News, and FAQs on Wealthwise Advisors Llp
Recent Activity within the Organization
  • Annual General Meeting

    Wealthwise Advisors Llp last Annual general meeting of members was held on 31 Mar 2025 as per latest MCA records. was recorded as a recent event.

  • Statement of Assets & Liabilities

    Progress on Wealthwise Advisors Llp has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Pune. was documented.

  • Director Appointment

    Aditya Rajendra Daga was appointed as a Designated Partner was appointed as a Designated Partner on 15 Sep 2023 & has been associated with this company since 2 years 4 months . was recorded as a recent event.

  • Director Appointment

    Progress on Apurv Nandkishor Sarda was appointed as a Designated Partner was appointed as a Designated Partner on 15 Sep 2023 & has been associated with this company since 2 years 4 months . was documented.

  • Director Appointment

    Roopam Shubham Charkha was appointed as a Designated Partner was appointed as a Designated Partner on 15 Sep 2023 & has been associated with this company since 2 years 4 months . was recorded as a recent event.

  • Director Appointment

    Sneha Shankarrao Satav was appointed as a Designated Partner was appointed as a Designated Partner on 15 Sep 2023 & has been associated with this company since 2 years 4 months . was recorded as a recent event.

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Frequently Asked Questions
What is the LLPIN of Wealthwise Advisors Llp?

The LLPIN of Wealthwise Advisors Llp is ACD-0464.

Where is Wealthwise Advisors Llp headquartered?

Wealthwise Advisors Llp is headquartered at Sneh Lila,F No 12, 1237, Apte Rd,Opp Hotel Shreyas, Pune City, Maharashtra, 411004.

When was Wealthwise Advisors Llp incorporated?

Wealthwise Advisors Llp was incorporated on 15 September 2023.

Who are the current directors of Wealthwise Advisors Llp?

The current directors of Wealthwise Advisors Llp are

What is the primary industry of Wealthwise Advisors Llp?

The primary industry of Wealthwise Advisors Llp is Insurance.

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