Capwise Wealth Management Private Limited Company Logo

Capwise Wealth Management Private Limited - Company Profile

It is a financial services private limited company based in Mumbai, Maharashtra, India, established in 2020.

2020 | Mumbai, Maharashtra, India | Active
Last Updated:

About Capwise Wealth Management Private Limited

Capwise Wealth Management Private Limited, a active private limited company, was established on 29 September 2020 in Mumbai, Maharashtra, India. Engaging in diversified financial services within the financial and insurance service sector, it holds CIN: U65990MH2020PTC346927. Registered under ROC Roc Mumbai. it is unlisted. It has an authorized capital of ₹0.10 M and a paid-up capital of ₹0.10 M.

Its leadership includes Abhilasha Maheshwari (Director), Naresh Biyani (Director). Past directors included Abhilasha Maheshwari, Naresh Biyani. Its latest AGM occurred on 30 September 2025, with the balance sheet filed on 31 March 2025. It is based at B-3402, Oberoi Woods Chs Mohan Ghokle Marg, Opp. Western Express Highway Goregaon (E, ),, Mumbai, Maharashtra, 400063.

Company Details

  • CIN/LLPIN

    U65990MH2020PTC346927

  • Registration Number

    346927

  • Incorporation Date

    29 September 2020

  • Authorized Capital

    ₹0.10 M

  • Paid-Up Capital

    ₹0.10 M

  • ROC Code

    Roc Mumbai

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Indicators

  • Authorised Capital ₹ 0.10 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 5 Year, 2 Months
  • Last Filing with ROC 31 Mar 2025
  • Revenue Growth 3.03%
  • Profit Growth 406.06%
  • Ebitda -12.97%
  • Net Worth 14.51%
  • Total Assets 15.19%
Company report

Capwise Wealth Management Private Limited

Company Report FY 2025-2026

Explore comprehensive insights into Capwise Wealth Management 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 Capwise Wealth Management Private Limited?

Current Directors

NameDesignationAppointment DateStatus
Abhilasha MaheshwariDirector29 Sep 2020Current
Naresh BiyaniDirector29 Sep 2020Current

Past Directors

NameDesignationCessationStatus
Pramod AbcsddDirector29 Aug 2021Past
Pramod AbcsddDirector29 Aug 2021Past

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Financial Performance of Capwise Wealth Management.

Capwise Investment Advisors Private Limited, for the financial year ended 2023, experienced modest growth in revenue, with a 3.03% increase. The company also saw a substantial improvement in profitability, with a 406.06% increase in profit. The company's net worth Soared by an impressive increase of 14.51%.

Capwise Wealth Management revenue growth over time
Capwise Wealth Management profit and loss trends over time
  • 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
3.03%
Revenue from Operations
3.03%
Total Assets
15.19%
Profit or Loss
406.06%
Net Worth
14.51%
EBITDA
-12.97%

What is the Ownership and Shareholding Structure of Capwise Wealth Management?

In 2023, Capwise Wealth Management had a promoter holding of 100.00%. The company had 2 Associate Companies. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

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Charges (Loans)

There are no open charges registered against the company as per our records.

How Many Employees Work at Capwise Wealth Management?

Capwise Wealth Management has a workforce of 0 employees as of Apr 10, 2024. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.

Employee growth trends for Capwise Wealth Management Private Limited

Deals i

Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Capwise Wealth Management, 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 Capwise Wealth Management's trajectory.

Rating

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Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts

Alert Indicator

Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.

Latest Updates, News, and FAQs on Capwise Wealth Management

Recent Activity within the Organization

  • Annual General Meeting

    The activity Capwise Wealth Management Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records. was completed.

  • Balance Sheet

    Capwise Wealth Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai. was recorded as a recent event.

  • Director Appointment

    Abhilasha Maheshwari was appointed as a Director was appointed as a Director on 29 Sep 2020 & has been associated with this company since 5 years 2 months . was recorded as a recent event.

  • Director Appointment

    Progress on Naresh Biyani was appointed as a Director was appointed as a Director on 29 Sep 2020 & has been associated with this company since 5 years 2 months . was documented.

  • Company Incorporation

    Progress on Capwise Wealth Management Private Limited was registered on 29 Sep 2020 with Roc Mumbai & aged 5 years 2 months as per MCA records. was documented.

Frequently Asked Questions

  • What is the CIN of Capwise Wealth Management Private Limited?

    The CIN of Capwise Wealth Management Private Limited is U65990MH2020PTC346927.

  • Where is Capwise Wealth Management Private Limited headquartered?

    Capwise Wealth Management Private Limited is headquartered at B-3402, Oberoi Woods Chs Mohan Ghokle Marg, Opp. Western Express Highway Goregaon (E, ),, Mumbai, Maharashtra, 400063.

  • When was Capwise Wealth Management Private Limited incorporated?

    Capwise Wealth Management Private Limited was incorporated on 29 September 2020.

  • Who are the current directors of Capwise Wealth Management Private Limited?

    The current directors of Capwise Wealth Management Private Limited are

  • What is the primary industry of Capwise Wealth Management Private Limited?

    The primary industry of Capwise Wealth Management Private Limited is Financial And Insurance Service.

  • Is Capwise Wealth Management Private Limited a listed company?

    Capwise Wealth Management Private Limited is unlisted.

  • What is the capital structure of Capwise Wealth Management Private Limited?

    The authorized capital of Capwise Wealth Management Private Limited is ₹0.10 M, and the paid-up capital is ₹0.10 M.

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