About BM Fiscal
BM Fiscal is a Financial Services company based in Pune (India) founded in 2013. It offers customized investment solutions for corporate, HNI, and NRI clients. It operates on a B2B and Financial Advisory model. Its Indian entity Bm Fiscal Private Limited reported revenue of ₹2.01 Cr. BM Fiscal offers products and services including Mutual Funds, Direct Stocks, and Fixed Income Securities. Its focus areas include Finance, Wealth Management, Investment Services and Equities. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Bm Fiscal Specializes In Wealth Management, Providing Innovative Investment Solutions Across Asset Classes Like Equities, Mutual Funds, And Fixed Income Securities. It Serves Corporate, High-net-worth Individuals, And Non-resident Indian Clients, Ensuring Diversified Portfolios With A Proactive Approach. Based In Pune, Maharashtra, India, The Company Emphasizes Compliance And Technology For Efficient Transactions, Catering To Clients Globally.
- Headquarters Pune, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website bmfpa.com
- Social LinkedIn X Facebook
- Legal Name Bm Fiscal Point Advisors Pvt Ltd,
- Date of Incorporation 06 Sep, 2013
- Jurisdiction Pune, Maharashtra, India
- Annual Revenue₹2.01 Cr
FY 2024 · +9% YoY
- Net Profit₹6.8 Lakh
FY 2024 · 3% margin
- EBITDA₹10.6 Lakh
FY 2024 · 5% margin
Associated legal entities of BM Fiscal
BM Fiscal is associated with 2 registered companies on The Company Check; the primary company is Bm Fiscal Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Bm Fiscal Private Limited CIN U66190PN2013PTC148748 | Converted To Llp | 06 Sep 2013 | Pune, Maharashtra | ₹2.0 Cr | 3 | View details | |
| Bm Fiscal Point Advisors Pvt Ltd, CIN U65923PN2013PTC148748 | 06 Sep 2013 | Pune, Maharashtra, India | View details |
Products & Services of BM Fiscal
BM Fiscal offers a comprehensive portfolio of products and services, including Mutual Funds, Direct Stocks, and Fixed Income Securities.
Services for investing in mutual funds to manage and grow wealth.
Platform for trading and managing direct stocks and demat accounts.
Options for investing in bonds and fixed deposits for stable returns.
Board of directors of Bm Fiscal Private Limited (BM Fiscal)
Bm Fiscal Private Limited is the primary company behind BM Fiscal. The board of Bm Fiscal Private Limited currently have 3 directors; the longest-serving is Karim Firozbhai Meghani, appointed in 2013.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Karim Firozbhai Meghani DIN 06652336 | Director | 06 Sep 2013 | 13 yrs 2 mo | Bm Fiscal Private Limited |
| Gautam Virendra Bhalla DIN 06652341 | Director | 06 Sep 2013 | 13 yrs 2 mo | Bm Fiscal Private Limited |
| Ujwal Madhukar Marathe DIN 00964013 | Director | 06 Sep 2013 | 13 yrs 2 mo | Bm Fiscal Private Limited |
Financials of BM Fiscal
Figures of Bm Fiscal Private Limited, the primary company behind BM Fiscal, for FY 2024. Revenue was ₹2.01 Cr (+9% year on year). Net profit was ₹6.8 Lakh (3% margin). EBITDA was ₹10.6 Lakh (5% margin). Revenue has grown at a compounded annual rate of +18% over three years and +16% over five years.
- ₹2.01 CrRevenue · FY 2024 · +9% YoY
- ₹6.8 LakhNet profit · 3% margin
- ₹10.6 LakhEBITDA · 5% margin
- ₹33.3 LakhPaid-up capital
- +18%Revenue CAGR, 3 years
- +16%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Bm Fiscal Private Limited are on its company page.
Detailed financial statements for BM Fiscal
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Similar companies to BM Fiscal
BM Fiscal has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of BM Fiscal
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Private Equity Funds
2 companies that operate in the same segment as BM Fiscal (Private Equity Funds) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Private equity firm and fund of funds focused on multiple sectors | 2020 | India | USD 238.01 M | 969 | ||
Provides mutual fund investments, SIP options, and financial planning services online. | 2009 | Mumbai, Maharashtra, India | USD 18.21 B | 104,453 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about BM Fiscal
BM Fiscal was founded in 2013.
BM Fiscal is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
The primary company behind BM Fiscal, Bm Fiscal Private Limited, reported revenue of ₹2.01 Cr for FY 2024, up 9% year on year.
Bm Fiscal Specializes In Wealth Management, Providing Innovative Investment Solutions Across Asset Classes Like Equities, Mutual Funds, And Fixed Income Securities. It Serves Corporate, High-net-worth Individuals, And Non-resident Indian Clients, Ensuring Diversified Portfolios With A Proactive Approach. Based In Pune, Maharashtra, India, The Company Emphasizes Compliance And Technology For Efficient Transactions, Catering To Clients Globally.
BM Fiscal's top competitors include UTI Mutual Fund, Avendus and 360 One.
BM Fiscal offers Mutual Funds, Direct Stocks, and Fixed Income Securities.
BM Fiscal operates through Bm Fiscal Private Limited.
The legal entities of BM Fiscal currently have 3 directors, including Karim Firozbhai Meghani, Gautam Virendra Bhalla, Ujwal Madhukar Marathe.