About Innowise Wealth Management Private Limited
Data last updated: 07 January 2026
Innowise 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 13 July 2016, the company has been in operation for over 10 years.
Registered with ROC Mumbai under CIN U67100MH2016PTC283581.
Capital: an authorised share capital of ₹85 Lakh and a paid-up capital of ₹85 Lakh. Formerly known as Innowise Capital Management Private Limited and Innowise Advisors Private Limited. It is led by directors including Jitesh Kothari and Jyoti Natwar Daga.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: Mumbai, Maharashtra.
As per the financials filed for FY 2024, the company reported a revenue of ₹49.59 Lakh, a decline of 6% compared to the previous year.
The company is associated with 1 brand - Investor Funda.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website investorfunda.com.
-
EmailLocked
-
TelephoneLocked
-
Website
-
Social MediaLocked
-
Registered Address502 The Summit Business Bay Andheri Kurla Road Near Cinemax Andheri, East, Mumbai, Maharashtra, India – 400093
-
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
Name History of Innowise Wealth Management Private Limited
Innowise Wealth Management Private Limited has undergone 4 name changes throughout its history. The current legal name is Innowise Wealth Management Private Limited, reflecting the company's evolution and rebranding over time.
| Company Name | Status |
|---|---|
| Innowise Wealth Management Private Limited | Current |
| Innowise Capital Management Private Limited | Previous |
| Innowise Advisors Private Limited | Previous |
| Crazy Achievers Private Limited | Previous |
| Innowise Finserve Private Limited | Previous |
Associated Brands with Innowise Wealth Management Private Limited
Innowise Wealth Management Private Limited operates one associated brand: Investor Funda. These brands represent Innowise Wealth Management Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Offers professional financial planning services for individuals and investors. | investorfunda.com |
Competitors & Alternatives of Innowise Wealth Management Private Limited
Brands and companies operating in the same space as Innowise Wealth Management Private Limited include Prudent, Reliance Capital, Equentis Wealth Advisory Services and 4 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Prudent
|
Provider of financial products and investment services | Ahmedabad, India, India | 2000 |
Reliance Capital
|
Financial services including loans, insurance, and asset management are provided. | Mumbai, India, India | 1986 |
Equentis Wealth Advisory Services
|
Investment advisory and research platform | Mumbai, India, India | 2015 |
Kotak Mutual Fund
|
Financial advisory services are offered by Kotak Mutual Fund. | Mumbai, India, India | 1985 |
Auctus Advisors
|
Strategic consulting and advisory services for management decisions are provided. | Mumbai, India, India | 2010 |
The Digital Fifth
|
Provides strategy consulting, digital advisory, and training for banking and financial services industry. | Mumbai, India, India | 2017 |
Synechron
|
Synechron is recognized as a global technology and AI consulting firm. | New York, United States, United States | 2001 |
Business Activity of Innowise Wealth Management Private Limited
Innowise Wealth Management Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including financial advisory, brokerage and consultancy services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | Locked |
Business activity turnover details for Innowise Wealth Management 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 Innowise Wealth Management Private Limited
Innowise Wealth Management Private Limited is audited by N B T & 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 |
|---|---|---|---|
| N B T & ASSOCIATES | Locked | Locked | Locked |
Complete auditor history for Innowise Wealth Management Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
Verified entity values are shown only after access is granted.
Board of Directors of Innowise Wealth Management Private Limited
Innowise Wealth Management Private Limited is currently managed by 3 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 |
|---|---|---|---|---|
|
Jitesh Kothari
Also directs:
Intellifin Advisory Llp, Valuecore Advisory Private Limited
|
Director | 13 Jul 2016 | 10 Years 0 Months | Current |
|
Jyoti Natwar Daga
Also directs:
Value Plus Ventures Llp
|
Director | 13 Jul 2016 | 10 Years 0 Months | Current |
|
Rajkumar Bulakidass Mall
Also directs:
Innowise Brokers Private Limited
|
Additional Director | 10 Feb 2024 | 2 Years 5 Months | Current |
Financials of Innowise Wealth Management Private Limited FY 2025 filings available
Innowise Wealth Management Private Limited reported revenue of ₹49.59 Lakh (down 6.00% YoY) for FY 2024.
Ten-year financial statements for Innowise Wealth Management Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
Verified entity values are shown only after access is granted.
Ownership and Shareholding of Innowise Wealth Management Private Limited
Shareholding and ownership data for Innowise Wealth Management Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Charges & Borrowings Innowise Wealth Management Private Limited
Innowise Wealth Management Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Innowise Wealth Management Private Limited
View historical data on people associated with Innowise Wealth Management Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Innowise Wealth Management 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
Verified entity values are shown only after access is granted.
GST Compliance of Innowise Wealth Management Private Limited
GST registrations and filing compliance for Innowise Wealth Management 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
Verified entity values are shown only after access is granted.
Credit Ratings, Litigation & Regulatory Alerts for Innowise Wealth Management Private Limited
Credit ratings, litigation, and regulatory alerts for Innowise Wealth Management 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
Verified entity values are shown only after access is granted.
MSME Payment Delays by Innowise Wealth Management Private Limited
MSME payment history for Innowise Wealth Management 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
Verified entity values are shown only after access is granted.
Subsidiaries & Group Companies of Innowise Wealth Management Private Limited
Corporate group structure for Innowise Wealth Management 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
Verified entity values are shown only after access is granted.
MCA Filings & Documents of Innowise Wealth Management Private Limited
MCA filings and documents for Innowise Wealth Management 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 Innowise Wealth Management Private Limited
Frequently Asked Questions about Innowise Wealth Management Private Limited
Innowise Wealth Management Private Limited is an active private limited company in the financial services sector based in Mumbai, Maharashtra, India. It was incorporated on 13 July 2016 (10+ years old) and is registered under CIN U67100MH2016PTC283581.
Innowise Wealth Management Private Limited reported revenue of ₹49.59 Lakh for FY 2024 (down 6.00% YoY).
The current directors of Innowise Wealth Management Private Limited are:
- Jitesh Kothari - Director
- Jyoti Natwar Daga - Director
- Rajkumar Bulakidass Mall - Additional Director
The primary industry of Innowise Wealth Management Private Limited is financial services. The company specifically operates in diversified financial services. The company is currently active in this sector.
Innowise Wealth Management Private Limited can be reached at the registered office: 502 The Summit Business Bay Andheri Kurla Road Near Cinemax Andheri, East, Mumbai, Maharashtra, India – 400093, or through the website investorfunda.com.
The authorised capital is ₹85 Lakh, and the paid-up capital is ₹85 Lakh.