I - Wealth Management Private Limited

I - Wealth Management Private Limited - financial services in Mumbai, Maharashtra, India. FY 2026 financials and compliance.
CIN U74140MH2007PTC171976 Incorporated 25 June 2007 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Private Limited Company financial services
Data last updated
Revenue · FY 2020
₹68.34 Lakh
▲ 15.06% YoY
EBITDA · FY 2020
Locked
In full report
Net profit · FY 2020
Locked
In full report
Authorised capital
₹2 Cr
Registered with MCA
Paid-up capital
₹1 Lakh
Issued & subscribed
Open charges
None
Secured borrowings
Company age
19 yrs
Est. 2007
Last financials
Mar 2025
Balance sheet date

About I - Wealth Management Private Limited

Data last updated: 13 February 2026

I - Wealth Management Private Limited is a private limited company based in Mumbai, Maharashtra, India. It specialises in diversified financial services, a part of the broader financial services sector. Incorporated on 25 June 2007, the company has been in operation for over 19 years.

Registered with ROC Mumbai under CIN U74140MH2007PTC171976.

Capital: an authorised share capital of ₹2 Cr and a paid-up capital of ₹1 Lakh. It is led by directors Bharat Prakashchand Jain and Ashita Jain.

Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: 822 Tulsiani Chambers Free Press Journal Road Nariman Point, Mumbai, Maharashtra, India – 400021.

As per the financials filed for FY 2020, the company reported a revenue of ₹68.34 Lakh, a growth of 15.06% compared to the previous year.

The company is associated with 1 brand - I Wealth.

The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website iwealthindia.com.

Company Details of I - Wealth Management Private Limited
CIN U74140MH2007PTC171976
Registration Number 171976
Incorporation Date 25 June 2007
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2025
Compliance Status Active Compliant
Contact Details
  • Email
    Locked
  • Telephone
    Locked
  • Social Media
    Locked
  • Registered Address
    822 Tulsiani Chambers Free Press Journal Road Nariman Point, Mumbai, Maharashtra, India – 400021
  • Industry
    Financial Services, Diversified Financial Services
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Financials, compliance, directors, charges, ownership and filings for I - Wealth Management Private Limited in one report.

10-year financials Directors & ownership Charges & compliance

Associated Brands with I - Wealth Management Private Limited

I - Wealth Management Private Limited operates one associated brand: I wealth. These brands represent I - Wealth Management Private Limited's diversified market presence and brand portfolio.

Brand Description Website
Investment firm specializing in technology-driven strategies, risk management, and market research. iwealthindia.com

Competitors & Alternatives of I - Wealth Management Private Limited

Brands and companies operating in the same space as I - Wealth Management Private Limited include Dezerv, Wealthy, ET Money and 3 more.

Competitor Description Location Founded
Dezerv Dezerv Investment solutions and portfolio management are provided for affluent individuals. Mumbai, India, India 2021
Wealthy Wealthy Digital wealth management platform is offered for personalized investments. Bengaluru, India, India 2015
ET Money ET Money App-based mutual fund investment platform Gurugram, India, India 2014
ASK Group ASK Group Asset & wealth management platform Mumbai, India, India 1983
Neo Wealth Neo Wealth Wealth management, family office services, and investment opportunities are provided. Mumbai, India, India 2021
Nivesh Nivesh Wealth management and financial products are provided online for individuals. Noida, India, India 2016

Business Activity of I - Wealth Management Private Limited

I - Wealth Management Private Limited operates primarily in the professional, scientific and technical sector. The company has 1 registered business activity segment, reflecting its diverse operational portfolio.

Main Activity Group Code Description of Main Activity Business Activity Code Description of Business Activity Turnover Percentage
Locked Professional, Scientific and Technical Locked Other professional, scientific and technical activities Locked
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Auditor Details of I - Wealth Management Private Limited

I - Wealth Management Private Limited is audited by KIRAN MEHTA & CO for the financial year 2020. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.

Name Status Appointment Date Cessation Date
KIRAN MEHTA & CO Locked Locked Locked
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Board of Directors of I - Wealth Management Private Limited

I - Wealth Management Private Limited is governed by 2 directors who oversee the company's operations and strategic decisions.

Current Directors
Name Designation Appointment Date Tenure Status
Bharat Prakashchand Jain Director 25 Jun 2007 19 Years 1 Months Current
Ashita Jain Director 25 Jun 2007 19 Years 1 Months Current

Financials of I - Wealth Management Private Limited FY 2025 filings available

I - Wealth Management Private Limited reported revenue of ₹68.34 Lakh (up 15.06% YoY) for FY 2020.

Revenue · FY 2020
₹68.34 Lakh ▲ 15.06%
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Ownership and Shareholding of I - Wealth Management Private Limited

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Charges & Borrowings I - Wealth Management Private Limited

I - Wealth Management Private Limited does not have any charges (loans) registered with the Registrar of Companies.

Employees and EPFO Compliance at I - Wealth Management Private Limited

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Employee and EPFO history for I - Wealth Management Private Limited

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GST Compliance of I - Wealth Management Private Limited

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Credit Ratings, Litigation & Regulatory Alerts for I - Wealth Management Private Limited

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Credit ratings, litigation, and regulatory alerts for I - Wealth Management Private Limited

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MSME Payment Delays by I - Wealth Management Private Limited

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MSME payment history for I - Wealth Management Private Limited

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Subsidiaries & Group Companies of I - Wealth Management Private Limited

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Corporate group structure for I - Wealth Management Private Limited

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MCA Filings & Documents of I - Wealth Management Private Limited

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MCA filings and documents for I - Wealth Management Private Limited

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Recent Activity on I - Wealth Management Private Limited

Activity
30 Sep 2025
I - Wealth Management Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Activity
31 Mar 2025
I - Wealth Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai.
Directors
25 Jun 2007
Bharat Prakashchand Jain was appointed as a Director on 25 Jun 2007 & has been associated with this company since 19 years 1 month.
Directors
25 Jun 2007
Ashita Jain was appointed as a Director on 25 Jun 2007 & has been associated with this company since 19 years 1 month.
Activity
25 Jun 2007
I - Wealth Management Private Limited was registered on 25 Jun 2007 with Roc Mumbai & aged 19 years 1 month as per MCA records.

Frequently Asked Questions about I - Wealth Management Private Limited

I - Wealth Management Private Limited is an active private limited company in the financial services sector based in Mumbai, Maharashtra, India. It was incorporated on 25 June 2007 (19+ years old) and is registered under CIN U74140MH2007PTC171976.

I - Wealth Management Private Limited reported revenue of ₹68.34 Lakh for FY 2020 (up 15.06% YoY).

The current directors of I - Wealth Management Private Limited are:

The primary industry of I - Wealth Management Private Limited is financial services. The company specifically operates in diversified financial services. The company is currently active in this sector.

I - Wealth Management Private Limited can be reached at the registered office: 822 Tulsiani Chambers Free Press Journal Road Nariman Point, Mumbai, Maharashtra, India – 400021, or through the website iwealthindia.com.

The authorised capital is ₹2 Cr, and the paid-up capital is ₹1 Lakh.

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Financials, directors, compliance, charges and shareholding - sourced from MCA, SEBI and RBI filings.

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