About I - Wealth Management Private Limited
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I - Wealth Management Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 25 June 2007 and has been in existence for over 19 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74140MH2007PTC171976. Its GSTIN is 27AABCI7301L1ZK (Maharashtra).
The company has 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.
Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at 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% compared to the previous year. For the same year it recorded a net profit of ₹7.19 Lakh (net margin 10.5%) and EBITDA of ₹6.85 Lakh (EBITDA margin 10%). Revenue has grown at a compounded annual rate (CAGR) of 25% over three years and 13% over five years.
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
Contact details
I - Wealth Management Private Limited's registered office is in Mumbai, Maharashtra. Its website is iwealthindia.com. Its e-mail address is in the company report.
- Email
- Website
- Registered Address822 Tulsiani Chambers Free Press Journal Road Nariman Point, Mumbai, Maharashtra, India – 400021
- IndustryFinancial Services, Diversified Financial Services
To see the full contact details of I - Wealth Management Private 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
I - Wealth Management operates one associated brand: I wealth. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Investment firm specializing in technology-driven strategies, risk management, and market research. | iwealthindia.com |
Business activity
The main business activity of I - Wealth Management is professional, scientific and technical. In detail, this covers other professional, scientific and technical activities.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| M | Professional, Scientific and Technical | M9 | Other professional, scientific and technical activities |
To see the full business activity and turnover split of I - Wealth Management Private Limited, buy the company report.
Financials of I - Wealth Management Private Limited
FY 2025 filings availableI - Wealth Management Private Limited reported revenue of ₹68.34 Lakh (up 15% YoY) for FY 2020.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 13% over five years, including 15% growth 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 2019-20 | FY 2018-19 | FY 2017-18 | FY 2016-17 | FY 2015-16 |
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| Total Revenue | ₹68.34 Lakh | ||||
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| EBITDA | ₹6.85 Lakh | ||||
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| Tax Expense | |||||
| Net Profit (PAT) | ₹7.19 Lakh | ||||
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Financial Ratios
| Metrics | FY 2019-20 | FY 2018-19 | FY 2017-18 | FY 2016-17 | FY 2015-16 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 10% | ||||
| Net Profit Margin | 10.5% | ||||
| Return on Equity (ROE) | |||||
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To see the full financial statements and ratios of I - Wealth Management Private Limited, buy the company report.
Board of directors of I - Wealth Management Private Limited
I - Wealth Management has 2 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Bharat Prakashchand Jain | Director | 25 Jun 2007 | 19 Years 4 Months | Current |
| Ashita Jain Also directs: I-Wealth Management LLP | Director | 25 Jun 2007 | 19 Years 4 Months | Current |
Auditor
I - Wealth Management Private Limited is audited by KIRAN MEHTA & CO for the financial year 2020.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| KIRAN MEHTA & CO | FY 2020 | 105188W |
Shareholding
The shareholding of I - Wealth Management Private Limited is on record for 3 financial years, the latest being FY 2019, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2019 | FY 2017 | FY 2016 |
|---|---|---|---|
| Promoters | |||
| Domestic institutional investors (DII) | |||
| Foreign institutional investors (FII) | |||
| Public | |||
| Others |
To see the full shareholding pattern of I - Wealth Management Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving I - Wealth Management Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
No delayed payments to MSME suppliers are on our record for I - Wealth Management Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
I - Wealth Management has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AABCI7301L1ZK | Maharashtra | Active | 01 Jul 2017 |
To see the full GST registrations and return filing status of I - Wealth Management Private Limited, buy the company report.
Recent activity
I - Wealth Management Private Limited has 2 board changes on record since 2007: 2 appointments. The latest: Ashita Jain was appointed as Director on 25 Jun 2007.
Frequently asked questions
I - Wealth Management is an active private limited company based in Mumbai, Maharashtra, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 25 June 2007 (19+ years old) and is registered under CIN U74140MH2007PTC171976.
I - Wealth Management has 2 current directors:
- Bharat Prakashchand Jain - Director
- Ashita Jain - Director
The latest financial statements of I - Wealth Management on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from 2015 are in the company report.
The GSTIN of I - Wealth Management is 27AABCI7301L1ZK, registered in Maharashtra.
The CIN (Corporate Identification Number) of I - Wealth Management is U74140MH2007PTC171976. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
I - Wealth Management was incorporated on 25 June 2007, making it 19+ years old. It is registered with the Registrar of Companies, Mumbai.
Ashita Jain was appointed as Director on 25 Jun 2007. Bharat Prakashchand Jain was appointed as Director on 25 Jun 2007.
I - Wealth Management can be reached through the website iwealthindia.com. Its registered office is in Mumbai, Maharashtra, India.
The registered office of I - Wealth Management is at 822 Tulsiani Chambers Free Press Journal Road Nariman Point, Mumbai, Maharashtra, India – 400021.
I - Wealth Management operates in the financial services industry, in the diversified financial services segment.