I-Wealth Management LLP

I-Wealth Management LLP - financial services in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
LLPIN AAI-4686 Incorporated 06 February 2017 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Limited Liability Partnership financial services MSME · Micro
Data last updated
Revenue · FY 2023
₹1.29 Cr
▼ 86% YoY
Net profit · FY 2023
₹3.65 Lakh
Net margin 2.8%
EBITDA · FY 2023
₹12.98 Lakh
EBITDA margin 10.1%
Contribution obligation
₹1 Lakh
As per LLP agreement
LLP age
9 yrs
Est. 2017
Designated partners
2
As per MCA filings
Active GSTINs
1
GST registered
Last financials
Mar 2025
Balance sheet date

About I-Wealth Management LLP

Data last updated:

I-Wealth Management LLP is a limited liability partnership (LLP) based in Mumbai, Maharashtra, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 06 February 2017 and has been in existence for over 9 years.

The LLP is registered with the Registrar of Companies (ROC), Mumbai, under LLPIN AAI-4686. Its GSTIN is 27AAGFI4002A1Z4 (Maharashtra).

The LLP has a total obligation of contribution of ₹1 Lakh. It is led by designated partners Bharat Prakashchand Jain and Ashita Jain.

Its latest statement of accounts is for the year ended 31 March 2025. The registered office is at Tulsiani Chambers 822 Free Press Journal Road Nariman Point Mumbai, Maharashtra, India – 400021.

As per the financials filed for FY 2023, the LLP reported a revenue of ₹1.29 Cr, a decline of 86% compared to the previous year. For the same year it recorded a net profit of ₹3.65 Lakh (net margin 2.8%) and EBITDA of ₹12.98 Lakh (EBITDA margin 10.1%). Revenue has grown at a compounded annual rate (CAGR) of 28% over three years.

I-Wealth Management LLP is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-MH-19-0171138).

Company Details of I-Wealth Management LLP
LLPIN AAI-4686
Incorporation Date 06 February 2017
Total Obligation of Contribution ₹1 Lakh
ROC Mumbai
Company Status Active
Date of Last AGM 31 March 2025
Date of Balance Sheet 31 March 2025
MSME Classification Micro
Udyam Registration UDYAM-MH-19-0171138
Key People
Bharat Prakashchand Jain Designated Partner Ashita Jain Designated Partner

Recognitions & Rankings of I-Wealth Management

MSME (Udyam registered) Ministry of MSME
Category
Micro (2024-25)
Udyam number
UDYAM-MH-19-0171138
Contact Details
  • Email
    Locked
  • Telephone
    Locked
  • Website
    Locked
  • Social Media
    Locked
  • Registered Address
    Tulsiani Chambers 822 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 LLP in one report.

Financials from FY 2017 Directors & ownership Charges & compliance

Financials of I-Wealth Management LLP FY 2025 filings available

I-Wealth Management LLP reported revenue of ₹1.29 Cr (down 86% YoY) for FY 2023.

Revenue · FY 2023
₹1.29 Cr ▼ 86%
Net profit · FY 2023
₹3.65 Lakh margin 2.8%
EBITDA · FY 2023
₹12.98 Lakh margin 10.1%

Compounded Annual Growth Rate (CAGR) of I-Wealth Management LLP

Revenue CAGR growth
1 year
▼ 86%
3 years · compounded
▲ 28%
EBITDA CAGR growth
1 year
▼ 98%
3 years · compounded
▲ 13%

Revenue fell 86% in the latest year, but over three years it has grown at a compounded annual rate (CAGR) of 28%. EBITDA fell 98% 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 of I-Wealth Management LLP

Statement of Account and SolvencyFY 2022-23FY 2021-22FY 2020-21FY 2019-20FY 2018-19
Income and Expenditure
Turnover••••••••••••••••••••
Other Income••••••••••••••••••••
Total Income••••••••••••••••••••
Purchases and Direct Costs••••••••••••••••••••
Personnel Expenses••••••••••••••••••••
Administrative Expenses••••••••••••••••••••
Interest••••••••••••••••••••
Depreciation••••••••••••••••••••
Total Expenses••••••••••••••••••••
Profit Before Tax••••••••••••••••••••
Tax••••••••••••••••••••
Profit After Tax₹3.65 Lakh••••••••••••••••
Profit Transferred to Partners••••••••••••••••••••
Assets and Liabilities
Partners' Contribution••••••••••••••••••••
Reserves and Surplus••••••••••••••••••••
Secured Loans••••••••••••••••••••
Unsecured Loans••••••••••••••••••••
Trade Payables••••••••••••••••••••
Other Liabilities and Provisions••••••••••••••••••••
Total Liabilities••••••••••••••••••••
Fixed Assets••••••••••••••••••••
Investments••••••••••••••••••••
Loans and Advances••••••••••••••••••••
Inventories••••••••••••••••••••
Trade Receivables••••••••••••••••••••
Cash and Bank Balance••••••••••••••••••••
Total Assets••••••••••••••••••••

Financial Ratios of I-Wealth Management LLP

Statement of Account and SolvencyFY 2022-23FY 2021-22FY 2020-21FY 2019-20FY 2018-19
Profitability
Net Profit Margin2.8%••••••••••••••••
Return on Partners' Funds••••••••••••••••••••
Return on Assets••••••••••••••••••••
Liquidity and Debt
Current Ratio••••••••••••••••••••
Debt to Partners' Funds••••••••••••••••••••
Interest Coverage••••••••••••••••••••
Efficiency and Growth
Asset Turnover••••••••••••••••••••
Receivable Days••••••••••••••••••••
Turnover Growth••••••••••••••••••••
Profit Growth••••••••••••••••••••

Paid data: the figures shown as dots are available after purchase of the company report. Figures as filed with the MCA in Form 8. The full year-wise statements and ratios of I-Wealth Management are in the company report.

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Financial statements from FY 2017

Earlier years and trend charts are in the company report.

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  • Balance sheets
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Designated Partners of I-Wealth Management LLP

I-Wealth Management has 2 designated partners on record. No former designated partners are listed.

Current Designated Partners
NameDesignationAppointment DateTenureStatus
Bharat Prakashchand Jain
Also directs: I - Wealth Management Private Limited, I W M Quant LLP, One Dashboard Private Limited
Designated Partner06 Feb 20179 Years 8 MonthsCurrent
Ashita Jain
Also directs: I - Wealth Management Private Limited
Designated Partner06 Feb 20179 Years 8 MonthsCurrent
View all designated partners

Ownership and Shareholding of I-Wealth Management LLP

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Shareholding and ownership data

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Charges & Borrowings of I-Wealth Management LLP

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

Employees and EPFO Compliance at I-Wealth Management LLP

Employment history and EPFO contributions of people linked to I-Wealth Management.

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Employee and EPFO history

Monthly headcount, contribution history and filing status are in the company report.

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Recent Activity on I-Wealth Management LLP

I-Wealth Management LLP has 2 designated partner changes on record since 2017: 2 appointments. The latest: Ashita Jain was appointed as Designated Partner on 06 Feb 2017.

AGM
I-Wealth Management Llp last Annual general meeting of members was held on 31 Mar 2025 as per latest MCA records.
Filing
I-Wealth Management Llp has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai.
Appointed
Ashita Jain was appointed as Designated Partner.
Appointed
Bharat Prakashchand Jain was appointed as Designated Partner.
Incorporation
06 Feb 2017
I-Wealth Management Llp was registered on 06 Feb 2017 with Roc Mumbai & aged 9 years 8 months as per MCA records.

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

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Credit ratings, litigation, and regulatory alerts

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MSME Payment Delays by I-Wealth Management LLP

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MSME payment history

Amounts due to small suppliers, the reasons given and MSME-1 filings are in the company report.

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Subsidiaries & Group Companies of I-Wealth Management LLP

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Corporate group structure

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GST Compliance of I-Wealth Management LLP

I-Wealth Management has 1 GST registration: 1 active.

Total GSTINs
1
Active
1
GSTINStateStatusRegistered on
27AAGFI4002A1Z4MaharashtraActive01 Dec 2017
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GST registrations and filing compliance

State-wise GST registrations, return filing status and HSN or SAC codes are in the company report.

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MCA Filings & Documents of I-Wealth Management LLP

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MCA filings and documents

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Frequently Asked Questions about I-Wealth Management LLP

I-Wealth Management is an active limited liability partnership based in Mumbai, Maharashtra, India. The LLP works in diversified financial services, within the financial services industry. It was incorporated on 06 February 2017 (9+ years old) and is registered under LLPIN AAI-4686.

I-Wealth Management reported revenue of ₹1.29 Cr for FY 2023 (down 86% YoY).

I-Wealth Management has 2 current designated partners:

I-Wealth Management reported a net profit of ₹3.65 Lakh (net margin 2.8%) and EBITDA of ₹12.98 Lakh (EBITDA margin 10.1%) for FY 2023, as per its filed financial statements.

The compounded annual growth rate (CAGR) of the revenue of I-Wealth Management is 28% over three years. In the latest year (FY 2023) revenue fell 86%. CAGR is the steady yearly rate that links the first and the last year.

The GSTIN of I-Wealth Management is 27AAGFI4002A1Z4, registered in Maharashtra.

The LLPIN (Limited Liability Partnership Identification Number) of I-Wealth Management is AAI-4686. It is issued by the Ministry of Corporate Affairs and uniquely identifies the LLP in India.

I-Wealth Management was incorporated on 06 February 2017, making it 9+ years old. It is registered with the Registrar of Companies, Mumbai.

Ashita Jain was appointed as Designated Partner on 06 Feb 2017. Bharat Prakashchand Jain was appointed as Designated Partner on 06 Feb 2017.

Yes, I-Wealth Management is registered as a micro enterprise under Udyam registration (number: UDYAM-MH-19-0171138).

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