About Milestone Trustee
Milestone Trustee is a Financial Services company based in Mumbai (India) founded in 2008 by Rubi Arya, Dhruv Jain, Vishwas Govind Pathak, and Parvinder Singh Pasricha. It operates as a functions as a professional investment management firm. It operates on a B2B model. Its Indian entity Milestone Trusteeship Services Private Limited reported revenue of ₹1.65 Cr. Its focus areas include Finance and Investments, Investment Management, Trusteeship Services and Asset Oversight. Similar companies include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS and 5 more; 4 of its 10 listed similar companies have raised funding.
Company details
Milestone Trustee, based in Mumbai, focuses on finance and investments, investment management, trusteeship services, and asset oversight. Functions as a professional investment management firm. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Mumbai, India
- Founders Rubi Arya, Dhruv Jain, Vishwas Govind Pathak, Parvinder Singh Pasricha
- SectorsFinancial Services
- Website milestonetrustee.in
- Legal Name Milestone Trusteeship Services Private Limited
- Date of Incorporation 26 May, 2008
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹1.65 Cr
FY 2021 · -24% YoY
- Net Profit₹67.8 Lakh
FY 2021 · 41% margin
- EBITDA₹1.05 Cr
FY 2021 · 64% margin
Associated legal entities of Milestone Trustee
Milestone Trustee is associated with 3 registered companies on The Company Check; the primary company is Milestone Trusteeship Services Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2021) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Milestone Trusteeship Services Private Limited CIN U93000MH2008PTC182660 | Amalgamated | 26 May 2008 | Mumbai, Maharashtra | ₹1.7 Cr | – | 3 | View details |
| Gda Ownership Private Limited CIN U74900PN2011PTC139957 | Active | 23 Jun 2011 | Pune, Maharashtra | ₹0.5 Cr | – | 5 | View details |
| Catalyst Trusteeship Limited CIN U74999PN1997PLC110262 | Active | 22 Aug 1997 | Pune, Maharashtra | ₹84.1 Cr | 143 | 5 | View details |
Board of directors of Milestone Trusteeship Services Private Limited (Milestone Trustee)
Milestone Trusteeship Services Private Limited is the primary company behind Milestone Trustee. The boards of the 3 registered companies of Milestone Trustee currently have 11 directors; the longest-serving is Prakash Shrikrishna Bokil, appointed in 2017. 35 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Prakash Shrikrishna Bokil DIN 07563052 | Additional Director | 20 Feb 2017 | 9 yrs 7 mo | Gda Ownership Private Limited |
| Sudhir Sadashiv Bhate DIN 07563064 | Director | 20 Feb 2017 | 9 yrs 7 mo | Gda Ownership Private Limited |
| Atul Ashok Galande DIN 00344342 | Additional Director | 20 Feb 2017 | 9 yrs 7 mo | Gda Ownership Private Limited |
| Ravindra Prabhakar Marathe DIN 07271376 | Director | 24 Mar 2020 | 6 yrs 6 mo | Catalyst Trusteeship Limited |
| Jayesh Dharmendra Pandit DIN 02294644 | Director | 07 Nov 2020 | 5 yrs 11 mo | Milestone Trusteeship Services Private Limited, Catalyst Trusteeship Limited |
| Raghavendra Krishnarao Kulkarni DIN 01159378 | Director | 07 Nov 2020 | 5 yrs 11 mo | Milestone Trusteeship Services Private Limited, Gda Ownership Private Limited |
| Kiran Kulkarni DIN 09054131 | Director | 31 Mar 2021 | 5 yrs 6 mo | Milestone Trusteeship Services Private Limited |
| Umesh Manohar Salvi DIN 09167199 | Managing Director | 01 Apr 2022 | 4 yrs 6 mo | Catalyst Trusteeship Limited |
| Rewati Sudhir Paithankar DIN 00239059 | Director | 01 Apr 2022 | 4 yrs 6 mo | Catalyst Trusteeship Limited |
| Pravin Hari Kutumbe DIN 01629256 | Director | 01 Apr 2022 | 4 yrs 6 mo | Catalyst Trusteeship Limited |
| Shashank Bijankrishna Mukherji DIN 07930868 | Director | 30 Jul 2024 | 2 yrs 2 mo | Gda Ownership Private Limited |
People of Milestone Trustee
4 people are tracked at Milestone Trustee (4 in leadership).
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership | |
| Co-Founder | Leadership | |
| Co-Founder | Leadership | |
| Co-Founder | Leadership |
Complete people profiles for Milestone Trustee
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Financials of Milestone Trustee
Figures of Milestone Trusteeship Services Private Limited, the primary company behind Milestone Trustee, for FY 2021. Revenue was ₹1.65 Cr (-24% year on year). Net profit was ₹67.8 Lakh (41% margin). EBITDA was ₹1.05 Cr (64% margin). Revenue has grown at a compounded annual rate of -5% over three years and +10% over five years.
- ₹1.65 CrRevenue · FY 2021 · -24% YoY
- ₹67.8 LakhNet profit · 41% margin
- ₹1.05 CrEBITDA · 64% margin
- ₹1.70 CrPaid-up capital
- -5%Revenue CAGR, 3 years
- +10%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Milestone Trusteeship Services Private Limited are on its company page.
Detailed financial statements for Milestone Trustee
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Similar companies to Milestone Trustee
Milestone Trustee has 10 listed similar companies in our database, 4 of them funded. They include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| avendus.com | 1999 | Mumbai, India | $178.14M | 215 | Corporate advisory and investment services are provided to clients. | |
| sundaramfinance.in | 1954 | Chennai, India | – | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. |
Detailed similar companies of Milestone Trustee
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Top companies in Asset Management
10 companies that operate in the same segment as Milestone Trustee (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Milestone Trustee
Milestone Trustee was founded in 2008.
Milestone Trustee is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind Milestone Trustee, Milestone Trusteeship Services Private Limited, reported revenue of ₹1.65 Cr for FY 2021, down 24% year on year.
Milestone Trustee, based in Mumbai, focuses on finance and investments, investment management, trusteeship services, and asset oversight. Functions as a professional investment management firm. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Milestone Trustee's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Milestone Trustee is associated with 3 legal entities: Milestone Trusteeship Services Private Limited, Catalyst Trusteeship Limited, Gda Ownership Private Limited.
The legal entities of Milestone Trustee currently have 11 directors, including Jayesh Dharmendra Pandit, Kiran Kulkarni, Raghavendra Krishnarao Kulkarni and others.