Julius Baer Wealth Advisors (India) Private Limited

Provides financial services and investment management through SEBI registered company.

2014 | Mumbai, Maharashtra (India) | Active
Last Updated:

Julius Baer Wealth Advisors (India) Profile

Key Indicators

  • Authorised Capital ₹ 1,608.20 Cr
  • Paid Up Capital ₹ 1,272.86 Cr
  • Company Age 10 Year, 9 Months
  • Last Filing with ROC 31 Mar 2024
  • Open Charges ₹ 3.54 Cr
  • Satisfied Charges ₹ 7.64 Cr
  • Revenue Growth 0.52%
  • Profit Growth -186.12%
  • Ebitda -95.08%
  • Net Worth -1.54%
  • Total Assets -4.59%

About Julius Baer Wealth Advisors (India)

Julius Baer Wealth Advisors (India) Private Limited (JBWAIPL) is a leading Private Limited Indian Non-Government Company incorporated in India on 27 June 2014 and has a history of Ten years and nine months. Its registered office is in Mumbai, Maharashtra, India.

The Corporate was formerly known as Merrill Lynch Wealth Advisors Private Limited. The Company is engaged in the Financial Services Industry.

The Company's status is Active, and it has filed its Annual Returns and Financial Statements up until 31 March 2024. It's a company limited by shares with an authorized capital of Rs 1,608.20 Cr and a paid-up capital of Rs 1,272.86 Cr.

The company currently has active open charges totaling ₹3.54 Cr. The company has closed loans amounting to ₹7.64 Cr, as per Ministry of Corporate Affairs (MCA) records.

The Key Managerial Personnel (KMP) at Julius Baer Wealth Advisors (India) Private Limited India are Purva Joshi as COMPANY SECRETARY and Umang Papneja as Ceo. Umang Papneja, Bhaskar Laxminarayan, Angelika Wassmer, and Three other members serve as directors at the Company.

Company Details

  • Location

    Mumbai, Maharashtra, India

  • Telephone

    +91-XXXXXXXXXX

  • Email Address

  • Website

  • Social Media

Corporate Identity Details

  • CIN/LLPIN

    U65923MH2014PTC255743

  • Company No.

    255743

  • Company Classification

    Private Limited Indian Non-Government Company

  • Incorporation Date

    27 Jun 2014

  • Date of AGM

    30 Sep 2024

  • Date of Balance Sheet

    31 Mar 2024

  • Listing Status

    Unlisted

  • ROC Code

    Roc Mumbai

Industry

Financial Services
Company report

Julius Baer Wealth Advisors (India) Private Limited

Explore comprehensive data for Julius Baer Wealth Advisors (India) Private Limited, including financials, compliance details, shareholding patterns, and litigation history.

Who are the key members and board of directors at Julius Baer Wealth Advisors (India)?

Executive Team (2)

NameDesignationAppointment DateStatus
Purva Joshi Company Secretary06-Jul-2024Current
Umang Papneja CEO22-Aug-2022Current

Board Members (6)

NameDesignationAppointment DateStatus
Umang Papneja Country flag representing In Director 21-Oct-2022Current
Bhaskar Laxminarayan Country flag representing Sg Director 26-Jul-2022Current
Angelika Wassmer Additional Director 28-Jan-2025Current
Babu Jose Additional Director 28-Jan-2025Current
Andreas Zingg Country flag representing Ch Director 26-Jul-2022Current
Abhishek Chandra Country flag representing In Director 24-May-2024Current

Financial Performance of Julius Baer Wealth Advisors (India).

Julius Baer Wealth Advisors (India) Private Limited, for the financial year ended 2023, experienced modest growth in revenue, with a 0.52% increase. The company also saw a substantial fall in profitability, with a 186.12% decrease in profit. The company's net worth dipped by a decrease of 1.54%.

Julius Baer Wealth Advisors (India) revenue growth over time
Julius Baer Wealth Advisors (India) 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
0.52%
Revenue from Operations
0.38%
Total Assets
-4.59%
Profit or Loss
-186.12%
Net Worth
-1.54%
EBITDA
-95.08%

What is the Ownership and Shareholding Structure of Julius Baer Wealth Advisors (India)?

In 2022, Julius Baer Wealth Advisors (India) had a promoter holding of 100.00%. The company had 1 Subsidiary. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Indicator graph

Charges (Loans)

Open Charges

₹3.54 Cr

Satisfied Charges

₹7.64 Cr

Charges Breakdown by Lending Institutions

  • Hdfc Bank Limited : 3.54 Cr

Latest Charge Details

DateLenderAmountStatus
26 Dec 2018Hdfc Bank Limited₹3.31 MOpen
20 Apr 2017Hdfc Bank Limited₹3.34 MOpen
11 Jan 2017Hdfc Bank Limited₹1.96 MOpen
10 Aug 2016Hdfc Bank Limited₹0.69 MOpen
10 Aug 2016Hdfc Bank Limited₹1.22 MOpen

How Many Employees Work at Julius Baer Wealth Advisors (India)?

Julius Baer Wealth Advisors (India) has a workforce of 219 employees as of Apr 09, 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 Julius Baer Wealth Advisors (India) Private Limited

Deals i

Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Julius Baer Wealth Advisors (India), 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 Julius Baer Wealth Advisors (India)'s trajectory.

Rating

Graph displaying rating trends over time

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 Julius Baer Wealth Advisors (India)

Recent activity within the organization

  • Director Appointment

    Angelika Melanie Jahn Wassmer was appointed as a Additional Director was appointed as a Additional Director on 28 Jan 2025 & has been associated with this company since 2 months 14 days .

  • Director Appointment

    Babu Jose was appointed as a Additional Director was appointed as a Additional Director on 28 Jan 2025 & has been associated with this company since 2 months 14 days .

  • Annual General Meeting

    Julius Baer Wealth Advisors (India) Private Limited last Annual general meeting of members was held on 30 Sep 2024 as per latest MCA records.

  • Director Appointment

    Purva Mahesh Joshi was appointed as a Company Secretary was appointed as a Company Secretary on 06 Jul 2024 & has been associated with this company since 9 months 6 days .

  • Charges

    A charge registered on 30 Jan 2020 via Charge ID 100365416 with Hdfc Bank Limited was fully satisfied on 20 Jun 2024.

  • Director Appointment

    Abhishek Ramesh Chandra was appointed as a Director was appointed as a Director on 24 May 2024 & has been associated with this company since 10 months 18 days .

Frequently asked questions

  • What is the Incorporation or founding date of Julius Baer Wealth Advisors (India) Private Limited?

    Julius Baer Wealth Advisors (India) Private Limited was incorporated on 27 Jun 2014.

  • What is authorized share capital and paid-up capital of Julius Baer Wealth Advisors (India) Private Limited?

    The authorized share capital of Julius Baer Wealth Advisors (India) Private Limited is ₹ 1,608.20 Cr and paid-up capital is ₹ 1,272.86 Cr.

  • Who are the current board members & directors of Julius Baer Wealth Advisors (India) Private Limited?

    Currently 8 directors are associated with Julius Baer Wealth Advisors (India) Private Limited.

    • Umang Jagmohan Papneja
    • Bhaskar Laxminarayan
    • Angelika Melanie Jahn Wassmer
    • Babu Jose
    • Purva Mahesh Joshi
    • Umang Jagmohan Papneja
    • Andreas Fred Zingg
    • Abhishek Ramesh Chandra

  • What is the registered address of Julius Baer Wealth Advisors (India) Private Limited?

    As per Ministry of Corporate Affairs (Mca), the registered address of Julius Baer Wealth Advisors (India) Private Limited is Altimus 2501 25Th Level Pandurang Budhkar Marg Worli, India, Mumbai, Maharashtra, 400018.

  • What is the corporate identification number (CIN) and company number of Julius Baer Wealth Advisors (India) Private Limited?

    The corporate identification number (CIN) of Julius Baer Wealth Advisors (India) Private Limited is U65923MH2014PTC255743 and the company number is 255743 as per Ministry of Corporate Affairs (MCA).

  • What is the official website of Julius Baer Wealth Advisors (India) Private Limited?

    The Official website of Julius Baer Wealth Advisors (India) Private Limited is https://www.juliusbaer.com

  • What has been the recent revenue trend for Julius Baer Wealth Advisors (India) Private Limited?

    According to the financial reports for the fiscal year 2023, the revenue trend for Julius Baer Wealth Advisors (India) Private Limited has risen by 0.52%.

  • How many employees does Julius Baer Wealth Advisors (India) Private Limited currently have?

    As Per 2023 financial reports, 219 employees are currently employed by Julius Baer Wealth Advisors (India) Private Limited.

  • What change has been observed in the net worth of Julius Baer Wealth Advisors (India) Private Limited, and by what percentage?

    The financial reports for the fiscal year 2023 indicates that The net worth of Julius Baer Wealth Advisors (India) Private Limited has experienced an downturn of -1.54%.

  • What are the total open charges for Julius Baer Wealth Advisors (India) Private Limited?

    As per the financial statements for fiscal Year 2023, The total open charges for Julius Baer Wealth Advisors (India) Private Limited amount to ₹ 3.54 Cr.

  • When was the last Balance Sheet of Julius Baer Wealth Advisors (India) Private Limited filed with the ROC?

    The most recent Balance Sheet for Julius Baer Wealth Advisors (India) Private Limited was filed with the ROC on 31 Mar 2024.

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