Citigroup Wealth Advisors India Private Limited - Company Profile

It is a financial services private limited company based in Mumbai, Maharashtra, India, established in 2006.

2006 Mumbai, Maharashtra, India Amalgamated

Last Updated: July 21, 2025

About Citigroup Wealth Advisors India Private Limited

Citigroup Wealth Advisors India Private Limited, a amalgamated private limited company, was established on 07 March 2006 in Mumbai, Maharashtra, India. Engaging in auxiliary to financial intermediatory within the financial services sector, it holds CIN: U67120MH2006PTC160318. Registered under ROC Roc Mumbai. it is unlisted. It has an authorized capital of ₹200.00 Cr and a paid-up capital of ₹155.00 Cr.

Its leadership includes Samrat Dasgupta (Director), Joginder Singh Rana (Additional Director), Ravi Kapoor (Director). Past directors included Ajay Sondhi, Rajeev Duggal, Vivek Saxena. Its latest AGM occurred on 26 September 2008, with the balance sheet filed on 31 March 2008. It is based at 3Rd Floor, Ramnord House 77, Dr. Annie Besant Road, Worli, Mumbai, Maharashtra, 400018.

Company Details

CIN/LLPIN
U67120MH2006PTC160318
Registration Number
160318
Incorporation Date
07 March 2006
Authorized Capital
₹200.00 Cr
Paid-Up Capital
₹155.00 Cr
ROC Code
Roc Mumbai
Listing Status
Unlisted
Company Status
Amalgamated

Key Metrics

Authorised Capital ₹ 200.00 Cr as on 21-07-2025
Paid Up Capital ₹ 155.00 Cr as on 21-07-2025
Company Age 19 Year, 11 Months
Last Filing with ROC 31 Mar 2008

Comprehensive Company Insights

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Access Report

Who are the key members and board of directors at Citigroup Wealth Advisors India Private Limited?

Current Directors

Name	Designation	Appointment Date	Status
Samrat Dasgupta	Director	10 Apr 2006	Current
Joginder Singh Rana	Additional Director	27 Feb 2009	Current
Ravi Kapoor	Director	26 Mar 2007	Current
Vikas Mittal	Director	08 Mar 2006	Current

Past Directors

Name	Designation	Cessation	Status
Pramod Abcsdd	Director	27 Feb 2009	Past
Pramod Abcsdd	Director	30 Jun 2009	Past
Pramod Abcsdd	Alternate Director	30 Jun 2009	Past
Pramod Abcsdd	Company Secretary	05 Nov 2008	Past

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Financial Performance of Citigroup Wealth Advisors India.

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Date	Amount	Transaction Name	Valuation	Lead Investors	Investors
Jul, 2021	Amount	Post-IPO - Grab	Valuation	investors	Emtek
Feb, 2021	Amount	Post-IPO - Grab	Valuation	investors	Signite Partners
Jan, 2021	Amount	Post-IPO - Grab	Valuation	investors	Hana Financial Group , GGV Capital
Feb, 2021	Amount	Post-IPO - Grab	Valuation	investors	Signite Partners

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Key Matrics
Balance Sheet
Profit and Loss
Cash Flow
Ratios

Metrics

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What is the Ownership and Shareholding Structure of Citigroup Wealth Advisors India?

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Shareholding Pattern (FY 2024)

Promoters: 92.83%
Public: 4.10%
Others: 3.07%

Shareholding Pattern over the Year

	FY (2024)	FY (2023)	FY (2022)	FY (2021)	FY (2020)
Promoters	92.83	94.62	94.55	94.55	94.55
Public	4.10	3.89	3.95	3.96	3.98
Others	3.07	1.49	1.50	1.49	1.47

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How Many Employees Work at Citigroup Wealth Advisors India?

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Employee Date	Number of Employees
2020	78,000
2021	80,500
2022	83,200
2023	86,000
2024	89,500
2025	92,000

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Deals i

Gain comprehensive insights into the Deals and Valuation data of Citigroup 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 Citigroup Wealth Advisors India's trajectory.

Rating

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Alerts

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Latest Updates, News, and FAQs on Citigroup Wealth Advisors India

Recent Activity within the Organization

Director Appointment

The activity Joginder Singh Rana was appointed as a Additional Director was appointed as a Additional Director on 27 Feb 2009 & has been associated with this company since 16 years 11 months . was completed.
27 Feb 2009
Annual General Meeting

Citigroup Wealth Advisors India Private Limited last Annual general meeting of members was held on 26 Sep 2008 as per latest MCA records. was recorded as a recent event.
26 Sep 2008
Balance Sheet

Progress on Citigroup Wealth Advisors India Private Limited has filed its annual Financial statements for the year ended 31 Mar 2008 with Roc Mumbai. was documented.
31 Mar 2008
Director Appointment

The activity Ravi Kapoor was appointed as a Director was appointed as a Director on 26 Mar 2007 & has been associated with this company since 18 years 10 months . was completed.
26 Mar 2007
Director Appointment

Progress on Samrat Dasgupta was appointed as a Director was appointed as a Director on 10 Apr 2006 & has been associated with this company since 19 years 10 months . was documented.
10 Apr 2006
Director Appointment

Vikas Mittal was appointed as a Director was appointed as a Director on 08 Mar 2006 & has been associated with this company since 19 years 11 months . was recorded as a recent event.
08 Mar 2006

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