JM Wealth Management Private Limited
About JM Wealth Management Private Limited
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JM Wealth Management Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the service-based operations segment of the business services sector. It was incorporated on 14 March 2012 and has been in existence for over 14 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74999MH2012PTC228113.
The company has an authorised share capital of ₹50 Lakh and a paid-up capital of ₹5 Lakh. It is led by directors including Krishna Dilprasad Sharma and Keyur Ashwin Shah.
Its last annual general meeting (AGM) was held on 29 September 2018, and its latest financial statements are for the year ended 31 March 2018. The registered office is at Shop No. 8 Platinum Jawahar Road Opp. Railway Station Ghatkopar East, Mumbai, Maharashtra, India – 400077.
As per the financials filed for FY 2018, the company reported a revenue of ₹1.13 Lakh. For the same year it recorded a net profit of ₹1,304 (net margin 1.2%) and EBITDA of ₹1,800 (EBITDA margin 1.6%).
The current compliance status is marked as active non-compliant by the Registrar of Companies.
Company details
Contact details
JM Wealth Management Private Limited's registered office is in Mumbai, Maharashtra. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Registered AddressShop No. 8 Platinum Jawahar Road Opp. Railway Station Ghatkopar East, Mumbai, Maharashtra, India – 400077
- IndustryBusiness Services, Other Services, Miscellaneous Business Activities
To see the full contact details of JM 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
Financials of JM Wealth Management Private Limited
FY 2018 filings availableJM Wealth Management Private Limited reported revenue of ₹1.13 Lakh for FY 2018.
Financial Statement Summary
| Metrics | FY 2017-18 | FY 2016-17 | FY 2015-16 | FY 2014-15 |
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| EBITDA | ₹1,800 | |||
| Profit Before Tax | ||||
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| Net Profit (PAT) | ₹1,304 | |||
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Financial Ratios
| Metrics | FY 2017-18 | FY 2016-17 | FY 2015-16 | FY 2014-15 |
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| Profitability | ||||
| EBITDA Margin | 1.6% | |||
| Net Profit Margin | 1.2% | |||
| Return on Equity (ROE) | ||||
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To see the full financial statements and ratios of JM Wealth Management Private Limited, buy the company report.
Board of directors of JM Wealth Management Private Limited
JM Wealth Management has 3 current directors and 7 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Krishna Dilprasad Sharma Also directs: Shaligram Enterprises Private Limited, Tejomay Gems Private Limited, Digital Tourism Private Limited and 3 more | Director | 30 Mar 2019 | 7 Years 6 Months | Current |
| Keyur Ashwin Shah Also directs: Shaligram Enterprises Private Limited, Sahyadri Impex Private Limited, Tejomay Gems Private Limited and 3 more | Director | 30 Mar 2019 | 7 Years 6 Months | Current |
| Kartik Jagdish Manek | Additional Director | 30 Mar 2014 | 12 Years 6 Months | Current |
Peer comparison
JM Wealth Management Private Limited is compared with the 10 companies closest to it by revenue in the BFSI industry (Wealth Management), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Aparajita Wealth Management Private Limited | ₹1.54 Lakh (FY 2025) | 36.0% | Ranchi, Jharkhand, India | |||
| Amideep Wealth Management Private Limited | ₹1.52 Lakh (FY 2024) | 2298.0% | Mumbai, Maharashtra, India | |||
| Prosperria Wealth Management India Private Limited | ₹1.5 Lakh (FY 2024) | -63.0% | New Delhi, Delhi, India | |||
| Shri Annai Investments and Wealth Management India Private Limited | ₹1.38 Lakh (FY 2023) | Coimbatore, Tamil Nadu, India | ||||
| First Mercantile Wealth Management Services Private Limited | ₹1.27 Lakh (FY 2018) | -95.0% | Thane, Maharashtra, India | |||
| JM Wealth Management Private Limitedthis company | ₹1.13 Lakh (FY 2018) | ₹1,304 | 1.2% | Mumbai, Maharashtra, India | ||
| Money Maker Wealth Management Private Limited | ₹1.05 Lakh (FY 2021) | 7.0% | Nagpur, Maharashtra, India | |||
| Sandhya Wealth Management Private Limited | ₹1.03 Lakh (FY 2021) | Thane, Maharashtra, India | ||||
| Ahan Wealth Management Services Private Limited | ₹97,247 (FY 2025) | -93.0% | Mumbai, Maharashtra, India | |||
| MK Rathi Wealth Management Private Limited | ₹85,000 (FY 2025) | 6.0% | Kota, Rajasthan, India | |||
| Aquatic Wealth Management Solutions Imf Private Limited | ₹68,640 (FY 2022) | -16.0% | Karnal, Haryana, India |
To see the full peer comparison of JM Wealth Management Private Limited, buy the company report.
Auditor
JM Wealth Management Private Limited is audited by PRAKASH PATIL & ASSOCIATES for the financial year 2017.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| PRAKASH PATIL & ASSOCIATES | FY 2017 | 112866 |
Shareholding
The shareholding of JM Wealth Management Private Limited is on record for 3 financial years, the latest being FY 2017, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2017 | FY 2016 | FY 2015 |
|---|---|---|---|
| Promoters | |||
| Domestic institutional investors (DII) | |||
| Foreign institutional investors (FII) | |||
| Public | |||
| Others |
To see the full shareholding pattern of JM Wealth Management Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving JM 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 JM Wealth Management Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
No GST registration is on our record for JM Wealth Management Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
JM Wealth Management Private Limited has 10 board changes on record since 2013: 3 appointments and 7 cessations. The latest: Jagdish Chatrabhuj Manek ceased to be Additional Director on 31 Mar 2019.
1 earlier event is in the company report.
Frequently asked questions
JM Wealth Management is an active private limited company based in Mumbai, Maharashtra, India. The company works in other services, within the business services industry. It was incorporated on 14 March 2012 (14+ years old) and is registered under CIN U74999MH2012PTC228113.
JM Wealth Management has 3 current directors:
- Krishna Dilprasad Sharma - Director
- Keyur Ashwin Shah - Director
- Kartik Jagdish Manek - Additional Director
The latest financial statements of JM Wealth Management on record with the MCA are for the year ended 31 March 2018. Its last annual general meeting was held on 29 September 2018. Year-wise statements from 2015 are in the company report.
The CIN (Corporate Identification Number) of JM Wealth Management is U74999MH2012PTC228113. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
JM Wealth Management was incorporated on 14 March 2012, making it 14+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of JM Wealth Management by revenue are Aparajita Wealth Management Private Limited, Amideep Wealth Management Private Limited, Prosperria Wealth Management India Private Limited, Shri Annai Investments and Wealth Management India Private Limited, First Mercantile Wealth Management Services Private Limited and 5 more, all in the BFSI industry (Wealth Management).
Jagdish Chatrabhuj Manek ceased to be Additional Director on 31 Mar 2019. Smita Manik Jagdish ceased to be Additional Director on 31 Mar 2019. Keyur Ashwin Shah was appointed as Director on 30 Mar 2019. JM Wealth Management has 10 board changes on record in total.
The registered office of JM Wealth Management is at Shop No. 8 Platinum Jawahar Road Opp. Railway Station Ghatkopar East, Mumbai, Maharashtra, India – 400077.
JM Wealth Management operates in the business services industry, in the other services segment.
The compliance status of JM Wealth Management is active non-compliant as of 30 July 2026. The company is actively filing with the Registrar of Companies.
JM Wealth Management can be reached at its registered office: Shop No. 8 Platinum Jawahar Road Opp. Railway Station Ghatkopar East, Mumbai, Maharashtra, India – 400077.