About Edelweiss Global Wealth Management Limited
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Edelweiss Global Wealth Management Limited is a public limited company based in Mumbai, Maharashtra, India, a subsidiary of Edelweiss Financial Services Limited. It operates in the portfolio management services segment of the financial services sector. It was incorporated on 09 October 2007 and has been in existence for over 19 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67100MH2007PLC353035. Its GSTIN is 27AABCI7567C1ZJ (Maharashtra). The company holds 7 GST registrations, of which 2 are active.
The company has an authorised share capital of ₹2,327 Cr and a paid-up capital of ₹73 Cr. It was formerly known as Edelweiss Financial Products & Solutions Limited and Iris Distribution Company Limited. It is led by directors including Tarun Khurana and Vyapak Krishna Shrivastava.
Its last annual general meeting (AGM) was held on 30 September 2024, and its latest financial statements are for the year ended 31 March 2024. The registered office is at Mumbai, Maharashtra.
As per the financials filed for FY 2025, the company reported a revenue of ₹38.69 Cr, a decline of 52% compared to the previous year. For the same year it recorded a net loss of ₹2.56 Cr (net margin -6.6%) and EBITDA of ₹44.87 Cr (EBITDA margin 116%). Revenue has declined at a compounded annual rate (CAGR) of 55% over three years and 6% over five years.
The company has about 2 employees on its provident fund (EPFO) records.
The company is associated with 1 brand: Edelweiss Finance. As per MCA filings, the company has open charges of ₹250 Cr and satisfied charges of ₹250 Cr on record. Court records list 9 cases involving the company, including 5 filed by the company and 4 filed against it; 2 cases are pending. The company has 10 deals on record (6 funding rounds, 2 secondary share transfers, 1 debt financing), with disclosed funding of ₹2,720.91 Cr; the latest was in March 2024. The company has 3 MSME Form 1 returns on record between 2020 and 2021, listing 12 overdue payments to 4 micro and small suppliers.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website edelweissfin.com.
Company details
Name history
Edelweiss Global Wealth Management has undergone 2 name changes throughout its history. The company was previously known as Edelweiss Financial Products & Solutions Limited, and Iris Distribution Company Limited. The current legal name is Edelweiss Global Wealth Management Limited.
| Company Name | Status |
|---|---|
| Edelweiss Global Wealth Management Limited | Current |
| Edelweiss Financial Products & Solutions Limited | Previous |
| Iris Distribution Company Limited | Previous |
CIN history
Edelweiss Global Wealth Management has 2 previous CINs, indicating changes in the company's corporate structure or registration details. The current CIN is U67100MH2007PLC353035, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U67100MH2007PLC353035 | Current |
| U67100MH2007PLC174819 | Previous |
| U67100TG2007PLC112499 | Previous |
Contact details
Edelweiss Global Wealth Management Limited's registered office is in Mumbai, Maharashtra. Its website is edelweissfin.com. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Registered AddressEdelweiss House 15th Floor, Off Cst Road Kalina, Mumbai, Maharashtra, India – 400098
- IndustryFinancial Services, Portfolio Management Services
To see the full contact details of Edelweiss Global Wealth Management Limited, buy the company report.
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
Brands
Edelweiss Global Wealth Management operates one associated brand: Edelweiss Finance. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Investment management, SME loans, and insurance services are provided. | edelweissfin.com |
Business activity
The main business activity of Edelweiss Global Wealth Management is financial and insurance service. In detail, this covers other financial activities.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities |
To see the full business activity and turnover split of Edelweiss Global Wealth Management Limited, buy the company report.
Financials of Edelweiss Global Wealth Management Limited
FY 2024 filings availableEdelweiss Global Wealth Management Limited reported revenue of ₹38.69 Cr (down 52% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has declined at a compounded annual rate (CAGR) of 6% over five years, including a 52% fall in the latest year. EBITDA rose 111% in the latest year. Three- and five-year figures are compounded annual growth rates (CAGR): the steady yearly rate that links the first and the last year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| EBITDA | ₹44.87 Cr | ||||
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| Net Profit (PAT) | -₹2.56 Cr | ||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 116% | ||||
| Net Profit Margin | -6.6% | ||||
| Return on Equity (ROE) | |||||
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To see the full financial statements and ratios of Edelweiss Global Wealth Management Limited, buy the company report.
Board of directors of Edelweiss Global Wealth Management Limited
Edelweiss Global Wealth Management has 3 current directors and 28 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Tarun Khurana Also directs: Edelweiss Multi Strategy Fund Advisors LLP, Edelweiss Global Wealth Management Limited, Edel Finance Company Limited and 1 more | Director | 26 Apr 2022 | 4 Years 6 Months | Current |
| Vyapak Krishna Shrivastava | Additional Director | 19 Nov 2024 | 1 Years 11 Months | Current |
| Haider Siddiqui Also directs: Edelweiss Global Wealth Management Limited | Additional Director | 25 Aug 2025 | 1 Years 2 Months | Current |
Auditor
Edelweiss Global Wealth Management Limited is audited by Kirtane & Pandit LLP for the financial year 2023.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| Kirtane & Pandit LLP | FY 2023 | SANDEEP DINANATH WELLING |
Shareholding
The shareholding of Edelweiss Global Wealth Management Limited is on record for 5 financial years, the latest being FY 2023, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of Edelweiss Global Wealth Management Limited, buy the company report.
Charges & borrowings
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 08 Jul 2023 | 100802383 | Others | ₹250 Cr | Satisfied |
To see the full charge records of Edelweiss Global Wealth Management Limited, buy the company report.
Total charge records: 1 View all charges
Deals & funding
Edelweiss Global Wealth Management Limited has 10 deals on record (6 funding rounds, 2 secondary share transfers, 1 debt financing), with disclosed funding of ₹2,720.91 Cr; the latest was in March 2024.
Deals on record (5 of 10)
| When | Deal | Amount | Parties |
|---|---|---|---|
| Mar 2022 | Funding round | ₹50 Cr | Investors: Edelweiss Financial Services Limited |
| Mar 2020 | Funding round | ₹7 Cr | Investors: Edelweiss Financial Services Limited |
| Mar 2018 | Secondary share transfer | Undisclosed | Seller: Edelweiss Financial Services Limited , Ec Commodity Limited |
| Mar 2018 | Funding round | ₹15 Cr | Investors: Edelweiss Financial Services Limited |
| Dec 2007 | Funding round | ₹4.51 Cr | Investors: Edelweiss Financial Services Limited |
To see the full deal history of Edelweiss Global Wealth Management Limited, buy the company report.
Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.
Legal cases
Edelweiss Global Wealth Management Limited has 9 court cases on record: 5 filed by Edelweiss Global Wealth Management, 4 filed against it. 2 cases are pending and 7 are disposed.
Cases by court
| Court | Cases | Against the company | Pending |
|---|---|---|---|
| District courts | 4 | 0 | 0 |
| High courts | 4 | 4 | 2 |
| NCLT | 1 | 0 | 0 |
Cases on record (5 of 9)
| Court | Type of case | Party | Status |
|---|---|---|---|
| High Court, MAHARASHTRA | Interim or miscellaneous application | Filed against the company by Goodwill Properties Private Limited | Pending |
| Bombay High Court | Appeal | Filed against the company by Goodwill Properties Private Limited | Pending |
| NCLT, Mumbai | Court case (C.A.(CAA)) | Filed by the company | Disposed |
| Bombay High Court | Tax appeal | Filed against the company by PR. Commissioner of Income Tax 3, Mumbai | Disposed |
| Bombay High Court | Appeal | Filed against the company by an individual | Disposed |
To see the full case history of Edelweiss Global Wealth Management Limited, buy the company report.
Case records are compiled from court listings and may lag the court's own records. A case filed against a company is not a finding against it.
MSME payment delays
Edelweiss Global Wealth Management Limited has 3 MSME Form 1 returns on record between 2020 and 2021, listing 12 overdue payments to 4 micro and small suppliers. Companies must report dues to micro and small suppliers that stay unpaid for more than 45 days in a half-yearly MSME Form 1 return.
Suppliers with reported dues (4 of 4)
| Supplier | Amount due | Due since | Reported on |
|---|---|---|---|
| Clover Infotech Private Limited | |||
| Ang India Limited | |||
| Ekadrishta Products | |||
| an individual supplier |
To see the full MSME payment records of Edelweiss Global Wealth Management Limited, buy the company report.
Individuals and sole proprietors among the suppliers are not named.
Group structure & subsidiaries
Edelweiss Global Wealth Management has 1 associated company. This group structure data is as of FY 2023. The table lists each entity with its relationship and holding.
Employees & EPFO
Edelweiss Global Wealth Management Limited has a workforce of 2 employees on its EPFO records as of Apr 07, 2024, across 1 active EPFO establishment.
GST
Edelweiss Global Wealth Management has 7 GST registrations: 2 active and 5 cancelled or inactive.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AABCI7567C1ZJ | Maharashtra | Active | 01 Jul 2017 |
| 04AABCI7567C1ZR | Chandigarh | Active | 31 May 2018 |
To see the full GST registrations and return filing status of Edelweiss Global Wealth Management Limited, buy the company report.
Recent activity
Edelweiss Global Wealth Management Limited has 27 board changes on record since 2009: 4 appointments and 23 cessations. The latest: Haider Siddiqui was appointed as Additional Director on 25 Aug 2025.
20 earlier events are in the company report.
News
Frequently asked questions
Edelweiss Global Wealth Management is an active public limited company based in Mumbai, Maharashtra, India. The company works in portfolio management services, within the financial services industry. It was incorporated on 09 October 2007 (19+ years old) and is registered under CIN U67100MH2007PLC353035.
Edelweiss Global Wealth Management has 3 current directors:
- Tarun Khurana - Director
- Vyapak Krishna Shrivastava - Additional Director
- Haider Siddiqui - Additional Director
The latest financial statements of Edelweiss Global Wealth Management on record with the MCA are for the year ended 31 March 2024. Its last annual general meeting was held on 30 September 2024. Year-wise statements from 2015 are in the company report.
The GSTIN of Edelweiss Global Wealth Management is 27AABCI7567C1ZJ, registered in Maharashtra. The company has 7 GST registrations in all, of which 2 are active and 5 are cancelled or inactive. Other active GSTINs include 04AABCI7567C1ZR (Chandigarh).
The CIN (Corporate Identification Number) of Edelweiss Global Wealth Management is U67100MH2007PLC353035. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Edelweiss Global Wealth Management has 9 court cases on record: 5 filed by the company and 4 filed against it. 2 are pending. Most are in the district courts.
Edelweiss Global Wealth Management was incorporated on 09 October 2007, making it 19+ years old. It is registered with the Registrar of Companies, Mumbai.
Edelweiss Global Wealth Management has 10 deals on record (6 funding rounds, 2 secondary share transfers, 1 debt financing), with disclosed funding of ₹2,720.91 Cr; the latest was in March 2024.
Haider Siddiqui was appointed as Additional Director on 25 Aug 2025. Vyapak Krishna Shrivastava was appointed as Additional Director on 19 Nov 2024. Ananya Suneja ceased to be Additional Director on 26 Feb 2023. Edelweiss Global Wealth Management has 27 board changes on record in total.
Edelweiss Global Wealth Management has 3 MSME Form 1 returns on record between 2020 and 2021, listing 12 overdue payments to 4 micro and small suppliers. The latest return was filed on 28 Oct 2021.
Edelweiss Global Wealth Management can be reached through the website edelweissfin.com. Its registered office is in Mumbai, Maharashtra, India.
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