Wealth Managers (India) Private Limited

Investment firm providing customized wealth management solutions to high-net-worth individuals and corporations.

2003 | Pune, Maharashtra (India) | Active
Last Updated: January 17, 2025

Wealth Managers (India) Profile

Key Indicators

  • Authorised Capital ₹ 1.20 M
  • Paid Up Capital ₹ 1.06 M
  • Company Age 22 Year, 1 Month
  • Last Filing with ROC 31 Mar 2023
  • Revenue Growth 13.26%
  • Profit Growth 20.94%
  • Ebitda -188.38%
  • Net Worth -0.50%
  • Total Assets -1.73%

About Wealth Managers (India)

Wealth Managers (India) Private Limited (WMIPL) is a leading Private Limited Indian Non-Government Company incorporated in India on 06 January 2003 and has a history of 22 years and one month. Its registered office is in Pune, Maharashtra, India.

The Corporate was formerly known as Sajag Wealth Managers 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 1.20 M and a paid-up capital of Rs 1.06 M, as per Ministry of Corporate Affairs (MCA) records.

Bharat Phatak, Ajit Khasnis, Sanjiv Singhal, and Three other members serve as directors at the Company.

Company Details

Corporate Identity Details

  • CIN/LLPIN

    U67190PN2003PTC017558

  • Company No.

    017558

  • Company Classification

    Private Limited Indian Non-Government Company

  • Incorporation Date

    06 Jan 2003

  • Date of AGM

    08 Sep 2023

  • Date of Balance Sheet

    31 Mar 2023

  • Listing Status

    Unlisted

  • ROC Code

    Roc Pune

Industry

Financial Services

Who are the key members and board of directors at Wealth Managers (India)?

Board Members (6)

NameDesignationAppointment DateStatus
Sanjiv Singhal Country flag representing In Nominee Director 13-Feb-2023Current
Mandar Bagul Country flag representing In Director 28-Sep-2020Current
Bharat Phatak Country flag representing In Director 06-Jan-2003Current
Atul Shinghal Country flag representing In Nominee Director 13-Feb-2023Current
Anup Bansal Country flag representing In Nominee Director 13-Feb-2023Current
Ajit Khasnis Country flag representing In Director 06-Jan-2003Current

Financial Performance of Wealth Managers (India).

Wealth Managers (India) Private Limited, for the financial year ended 2023, experienced significant growth in revenue, with a 13.26% increase. The company also saw a substantial improvement in profitability, with a 20.94% increase in profit. The company's net worth dipped by a decrease of 0.5%.

Graph illustrating revenue growth over time
Graph showing 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
13.26%
Revenue from Operations
-88.00%
Total Assets
-1.73%
Profit or Loss
20.94%
Net Worth
-0.50%
EBITDA
-188.38%

What is the Ownership and Shareholding Structure of Wealth Managers (India)?

In 2023, Wealth Managers (India) had a promoter holding of 32.04% and a public holding of 67.96%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Indicator graph

Charges (Loans)

Placeholder for charges-related data

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

How Many Employees Work at Wealth Managers (India)?

Wealth Managers (India) has a workforce of 14 employees as of Apr 08, 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.

Graph showing employee growth trends

Deals i

Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Wealth Managers (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 Wealth Managers (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 Wealth Managers (India)

Recent activity within the organization

  • Annual General Meeting

    Wealth Managers (India) Private Limited last Annual general meeting of members was held on 08 Sep 2023 as per latest MCA records.

    08 Sep 2023

  • Balance Sheet

    Wealth Managers (India) Private Limited has filed its annual Financial statements for the year ended 31 Mar 2023 with Roc Pune.

    31 Mar 2023

  • Director Appointment

    Sanjiv Singhal was appointed as a Nominee Director was appointed as a Nominee Director on 13 Feb 2023 & has been associated with this company since 2 years 10 days .

    13 Feb 2023

  • Director Appointment

    Atul Vimal Shinghal was appointed as a Nominee Director was appointed as a Nominee Director on 13 Feb 2023 & has been associated with this company since 2 years 10 days .

    13 Feb 2023

  • Director Appointment

    Anup Bansal was appointed as a Nominee Director was appointed as a Nominee Director on 13 Feb 2023 & has been associated with this company since 2 years 10 days .

    13 Feb 2023

  • Director Appointment

    Bharat Balkrishna Phatak was appointed as a Director was appointed as a Director on 06 Jan 2003 & has been associated with this company since 22 years 1 month .

    06 Jan 2003

Recent News, Updates & Announcement

Frequently asked questions

  • Wealth Managers (India) Private Limited was incorporated on 06 Jan 2003.

  • The authorized share capital of Wealth Managers (India) Private Limited is ₹ 1.20 M and paid-up capital is ₹ 1.06 M.

  • Currently 6 directors are associated with Wealth Managers (India) Private Limited.

    • Bharat Balkrishna Phatak
    • Ajit Keshav Khasnis
    • Sanjiv Singhal
    • Atul Vimal Shinghal
    • Anup Bansal
    • Mandar Vishwas Bagul
  • As per Ministry of Corporate Affairs (Mca), the registered address of Wealth Managers (India) Private Limited is 201 Kamdhenu 40/24 Bhonde Colony Karve Road India, Pune, Maharashtra, 411004.

  • The corporate identification number (CIN) of Wealth Managers (India) Private Limited is U67190PN2003PTC017558 and the company number is 017558 as per Ministry of Corporate Affairs (MCA).

  • The Official website of Wealth Managers (India) Private Limited is https://www.wealthmanagersindia.com

  • According to the financial reports for the fiscal year 2023, the revenue trend for Wealth Managers (India) Private Limited has risen by 13.26%.

  • As Per 2023 financial reports, 14 employees are currently employed by Wealth Managers (India) Private Limited.

  • The financial reports for the fiscal year 2023 indicates that The net worth of Wealth Managers (India) Private Limited has experienced an downturn of -0.50%.

  • The most recent Balance Sheet for Wealth Managers (India) Private Limited was filed with the ROC on 31 Mar 2023.

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