About Ethos Wealth Private Limited
Data last updated: 17 December 2025
Ethos Wealth Private Limited is a private limited company based in Bangalore, Karnataka, India. It specialises in diversified financial services, a part of the broader financial services sector. Incorporated on 27 May 2011, the company has been in operation for over 15 years.
Registered with ROC Bangalore under CIN U67100KA2011PTC058843.
Capital: an authorised share capital of ₹10 Lakh and a paid-up capital of ₹1 Lakh. Formerly known as Ethos Wealth Management Private Limited. It is led by directors Ujjavala Ballal and Dayananda Shetty.
Last AGM: 30 September 2024. Financial statements filed for year ended 31 March 2024. Office: No – 243 Sampasadana 1St Main 10Th Cross Rajmahalvilas 2Nd Stage, Bangalore, Karnataka, India – 560094.
As per the financials filed for FY 2024, the company reported a revenue of ₹14.02 Lakh, a growth of 66% compared to the previous year.
The company is associated with 1 brand - Ethos Wealth Management.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website ethos-wealth.com.
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Registered AddressNo – 243 Sampasadana 1St Main 10Th Cross Rajmahalvilas 2Nd Stage, Bangalore, Karnataka, India – 560094
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IndustryFinancial Services, Diversified Financial Services
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
Associated Brands with Ethos Wealth Private Limited
Ethos Wealth Private Limited operates one associated brand: Ethos Wealth Management. These brands represent Ethos Wealth Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Provides investment and tax advisory services for comprehensive wealth management. | ethos-wealth.com |
Competitors & Alternatives of Ethos Wealth Private Limited
Brands and companies operating in the same space as Ethos Wealth Private Limited include Fidelity Investments, UTI Mutual Fund, Goldman Sachs and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Fidelity Investments
|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | Boston, United States, United States | 1946 |
UTI Mutual Fund
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Mutual funds, portfolio management, and retirement planning services are offered. | Mumbai, India, India | 2001 |
Goldman Sachs
|
Investment banking services are delivered across multiple financial sectors. | New York, United States, United States | 1869 |
S&P Global
|
Platform offering business intelligence solutions that combine data and actionable analytics for clients | New York, United States, United States | 1917 |
Sundaram Finance
|
Provider of consumer & SME loans and equipment & vehicle leasing services | Chennai, India, India | 1954 |
Bank of America
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Commercial banking and asset management services are offered worldwide. | Charlotte, United States, United States | 1904 |
State Street
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Financial services are provided to asset managers worldwide. | Boston, United States, United States | - |
FIS
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Software suites for banks and financial institutions are provided. | Jacksonville, United States, United States | 1968 |
Avendus
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Corporate advisory and investment services are provided to clients. | Mumbai, India, India | 1999 |
360 One
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Asset and wealth management software is provided for businesses. | Mumbai, India, India | 2008 |
Business Activity of Ethos Wealth Private Limited
Ethos Wealth Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including other financial activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities | Locked |
Business activity turnover details for Ethos Wealth Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Auditor Details of Ethos Wealth Private Limited
Ethos Wealth Private Limited is audited by YCRJ & ASSOCIATES for the financial year 2023. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| YCRJ & ASSOCIATES | Locked | Locked | Locked |
Complete auditor history for Ethos Wealth Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
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Board of Directors of Ethos Wealth Private Limited
Ethos Wealth Private Limited is currently managed by 2 directors, with 2 former directors having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
|
Ujjavala Ballal
Also directs:
Aveksha Hospitals Private Limited
|
Director | 31 Mar 2016 | 10 Years 4 Months | Current |
| Dayananda Shetty | Director | 01 Jul 2020 | 6 Years 1 Months | Current |
Financials of Ethos Wealth Private Limited FY 2024 filings available
Ethos Wealth Private Limited reported revenue of ₹14.02 Lakh (up 66.00% YoY) for FY 2024.
Ten-year financial statements for Ethos Wealth Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
- Cash-flow statements
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Ownership and Shareholding of Ethos Wealth Private Limited
Shareholding and ownership data for Ethos Wealth Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
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Charges & Borrowings Ethos Wealth Private Limited
Ethos Wealth Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Ethos Wealth Private Limited
View historical data on people associated with Ethos Wealth Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Ethos Wealth Private Limited
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
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GST Compliance of Ethos Wealth Private Limited
GST registrations and filing compliance for Ethos Wealth Private Limited
State-wise registrations, return filing status, HSN and SAC details, and jurisdiction records require an active report plan.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
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Credit Ratings, Litigation & Regulatory Alerts for Ethos Wealth Private Limited
Credit ratings, litigation, and regulatory alerts for Ethos Wealth Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
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MSME Payment Delays by Ethos Wealth Private Limited
MSME payment history for Ethos Wealth Private Limited
Amounts outstanding to micro and small suppliers, delay reasons, and MSME-1 filing history require an active report plan.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
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Subsidiaries & Group Companies of Ethos Wealth Private Limited
Corporate group structure for Ethos Wealth Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
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MCA Filings & Documents of Ethos Wealth Private Limited
MCA filings and documents for Ethos Wealth Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Recent Activity on Ethos Wealth Private Limited
Frequently Asked Questions about Ethos Wealth Private Limited
Ethos Wealth Private Limited is an active private limited company in the financial services sector based in Bangalore, Karnataka, India. It was incorporated on 27 May 2011 (15+ years old) and is registered under CIN U67100KA2011PTC058843.
Ethos Wealth Private Limited reported revenue of ₹14.02 Lakh for FY 2024 (up 66.00% YoY).
The current directors of Ethos Wealth Private Limited are:
- Ujjavala Ballal - Director
- Dayananda Shetty - Director
The primary industry of Ethos Wealth Private Limited is financial services. The company specifically operates in diversified financial services. The company is currently active in this sector.
Ethos Wealth Private Limited can be reached at the registered office: No – 243 Sampasadana 1St Main 10Th Cross Rajmahalvilas 2Nd Stage, Bangalore, Karnataka, India – 560094, or through the website ethos-wealth.com.
The authorised capital is ₹10 Lakh, and the paid-up capital is ₹1 Lakh.