Julius Baer Wealth Advisors (India) Profile
Key Indicators
- Authorised Capital ₹ 1,608.20 Cr
as on 05-07-2024
- Paid Up Capital ₹ 1,272.86 Cr
as on 05-07-2024
- Company Age 10 Year, 5 Months
- Last Filing with ROC 31 Mar 2023
- Open Charges ₹ 3.91 Cr
as on 05-07-2024
- Satisfied Charges ₹ 7.27 Cr
as on 05-07-2024
- Revenue 0.52%
(FY 2023)
- Profit -186.12%
(FY 2023)
- Ebitda -95.08%
(FY 2023)
- Net Worth -1.54%
(FY 2023)
- Total Assets -4.59%
(FY 2023)
About Julius Baer Wealth Advisors (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 2023. 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 ₹3.91 Cr. The company has closed loans amounting to ₹7.27 Cr, as per Ministry of Corporate Affairs (MCA) records.
The Key Managerial Personnel (KMP) at Julius Baer Wealth Advisors (India) Private Limited India are Umang Papneja as CEO and Manali Joshi as Company Secretary. Rahul Malhotra, Umang Papneja, Vikram Agarwal, and Two other members serve as directors at the Company.
- CIN/LLPIN
U65923MH2014PTC255743
- Company No.
255743
- Company Classification
Private Limited Indian Non-Government Company
- Incorporation Date
27 Jun 2014
- Date of AGM
29 Sep 2023
- Date of Balance Sheet
31 Mar 2023
- Listing Status
Unlisted
- ROC Code
Roc Mumbai
Industry
Company Details
- Location
Mumbai, Maharashtra, India
- Telephone
- Email Address
- Website
- Social Media
Who are the key members and board of directors at Julius Baer Wealth Advisors (India)?
Executive Team (2)
| Name | Designation | Appointment Date | Status |
|---|---|---|---|
| Umang Papneja | CEO | 22-Aug-2022 | Current |
Manali Joshi  | Company Secretary | 24-Apr-2019 | Current |
Board Members(5)
| Name | Designation | Appointment Date | Status |
|---|---|---|---|
Rahul Malhotra  | Director | 28-Jan-2022 | Current |
| Umang Papneja | Director | 21-Oct-2022 | Current |
| Vikram Agarwal | Whole-Time Director | 08-May-2018 | Current |
Bhaskar Laxminarayan  | Director | 26-Jul-2022 | Current |
Andreas Zingg  | Director | 26-Jul-2022 | Current |
Financial Performance and Corporate Structure Insights 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%.
- Key Matrics
- Balance Sheet
- Profit and Loss
- Cash Flow
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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.
Related Corporates (Common Directorship)
Julius Baer Capital (India) Private LimitedActive 29 years 8 monthsRahul Malhotra, Umang Papneja and 1 more are mutual person
Julius Baer Investment Management (India) Private LimitedActive 9 months 13 daysUmang Papneja and Vikram Agarwal are mutual person
Charges (Loans)
| Lender | Amount | Status |
|---|---|---|
Hdfc Bank Limited Creation Date: 16 Mar 2020 | ₹1.13 M | Open |
Hdfc Bank Limited Creation Date: 07 Mar 2020 | ₹0.97 M | Open |
Hdfc Bank Limited Creation Date: 30 Jan 2020 | ₹1.65 M | Open |
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.
Deals i
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
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
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.
