Prism Wealth Management Private Limited
Provides investment and financial consulting services, deals in securities, properties, and precious metals.
2013 | Mumbai, Maharashtra (India) | Active
Prism Wealth Management Profile
Key Indicators
- Authorised Capital ₹ 0.10 M
- Paid Up Capital ₹ 0.10 M
- Company Age 12 Year, 2 Months
- Last Filing with ROC 31 Mar 2024
- Open Charges ₹ 5.20 Cr
- Revenue Growth %
- Profit Growth -22.91%
- Ebitda -24.01%
- Net Worth 17.51%
- Total Assets 4.40%
About Prism Wealth Management
Prism Wealth Management Private Limited (PWMPL) is a Private Limited Indian Non-Government Company incorporated in India on 17 January 2013 and has a history of 12 years and two months. Its registered office is in Mumbai, Maharashtra, India.
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 0.10 M and a paid-up capital of Rs 0.10 M.
The company currently has active open charges totaling ₹5.20 Cr.
Bhavik Jhaveri, Mona Jhaveri, and Sujen Jhaveri 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
U74120MH2013PTC239741
- Company No.
239741
- Company Classification
Private Limited Indian Non-Government Company
- Incorporation Date
17 Jan 2013
- Date of AGM
30 Sep 2024
- Date of Balance Sheet
31 Mar 2024
- Listing Status
Unlisted
- ROC Code
Roc Mumbai
Industry
Financial Services
Who are the key members and board of directors at Prism Wealth Management?
Board Members (3)
| Name | Designation | Appointment Date | Status |
|---|---|---|---|
Bhavik Jhaveri  | Director | 17-Jan-2013 | Current |
| Mona Jhaveri | Director | 17-Jan-2013 | Current |
| Sujen Jhaveri | Director | 10-May-2013 | Current |
Financial Performance of Prism Wealth Management.
Prism Wealth Management Private Limited, for the financial year ended 2022, experienced no change in revenue, with a 0% increase. The company also saw a substantial fall in profitability, with a 22.91% decrease in profit. The company's net worth Soared by an impressive increase of 17.51%.
- Key Matrics
- Balance Sheet
- Profit and Loss
- Cash Flow
- Ratios
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What is the Ownership and Shareholding Structure of Prism Wealth Management?
In 2019, Prism Wealth Management had a promoter holding of 100.00%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.
Related Corporates (Common Directorship)
Vivaaz Jewels Private LimitedBhavik Jhaveri, Mona Jhaveri and 1 more are mutual person
- Gagandeep Agro Foods Private Limited
Bhavik Jhaveri is a mutual person
- Iris Agro Parks Private Limited
Bhavik Jhaveri is a mutual person
Charges (Loans)
Open Charges
₹52.03 M
Satisfied Charges
₹0
Charges Breakdown by Lending Institutions
- Others : 5.20 Cr
Latest Charge Details
| Date | Lender | Amount | Status |
|---|---|---|---|
| 17 Sep 2018 | Others | ₹5.20 Cr | Open |
How Many Employees Work at Prism Wealth Management?
Unlock and access historical data on people associated with Prism Wealth Management, such as employment history, contributions to the Employees' Provident Fund Organization (EPFO), and related information.
Deals i
Gain comprehensive insights into the Deals and Valuation data of Prism 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 Prism Wealth Management'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.
Latest Updates, News, and FAQs on Prism Wealth Management
Recent activity within the organization
- Annual General Meeting
Prism Wealth Management Private Limited last Annual general meeting of members was held on 30 Sep 2024 as per latest MCA records.
- Balance Sheet
Prism Wealth Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Mumbai.
- Charges
A charge with Others amounted to Rs. 52.03 M with Charge ID 100218556 was registered on 17 Sep 2018.
- Director Appointment
Sujen Bhavik Jhaveri was appointed as a Director was appointed as a Director on 10 May 2013 & has been associated with this company since 11 years 10 months .
- Director Appointment
Bhavik Pravinchand Jhaveri was appointed as a Director was appointed as a Director on 17 Jan 2013 & has been associated with this company since 12 years 2 months .
- Director Appointment
Mona Bhavik Jhaveri was appointed as a Director was appointed as a Director on 17 Jan 2013 & has been associated with this company since 12 years 2 months .
Frequently asked questions
What is the Incorporation or founding date of Prism Wealth Management Private Limited?
Prism Wealth Management Private Limited was incorporated on 17 Jan 2013.
What is authorized share capital and paid-up capital of Prism Wealth Management Private Limited?
The authorized share capital of Prism Wealth Management Private Limited is ₹ 0.10 M and paid-up capital is ₹ 0.10 M.
Who are the current board members & directors of Prism Wealth Management Private Limited?
Currently 3 directors are associated with Prism Wealth Management Private Limited.
- Bhavik Pravinchand Jhaveri
- Mona Bhavik Jhaveri
- Sujen Bhavik Jhaveri
What is the registered address of Prism Wealth Management Private Limited?
As per Ministry of Corporate Affairs (Mca), the registered address of Prism Wealth Management Private Limited is 11 Floor- 1St Plot-91 3 Nanik Niwas Bhulabhai Desai Road Omer Park, Cumballa Hill. India, Mumbai, Maharashtra, 400026.
What is the corporate identification number (CIN) and company number of Prism Wealth Management Private Limited?
The corporate identification number (CIN) of Prism Wealth Management Private Limited is U74120MH2013PTC239741 and the company number is 239741 as per Ministry of Corporate Affairs (MCA).
What change has been observed in the net worth of Prism Wealth Management Private Limited, and by what percentage?
The financial reports for the fiscal year 2022 indicates that The net worth of Prism Wealth Management Private Limited has experienced an upsurge of 17.51%.
What are the total open charges for Prism Wealth Management Private Limited?
As per the financial statements for fiscal Year 2022, The total open charges for Prism Wealth Management Private Limited amount to ₹ 5.20 Cr.
When was the last Balance Sheet of Prism Wealth Management Private Limited filed with the ROC?
The most recent Balance Sheet for Prism Wealth Management Private Limited was filed with the ROC on 31 Mar 2024.