JSB Wealth Management Private Limited
About JSB Wealth Management Private Limited
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JSB Wealth Management Private Limited is a private limited company based in Navi Mumbai, Maharashtra, India. It operates in the service-based operations segment of the services sector. It was incorporated on 02 July 2018 and has been in existence for over 8 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U93090MH2018PTC311405.
The company has an authorised share capital of ₹5 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors Sushama Sadashiv Borate and Amit Arun Mane.
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 Flat No. A – 404 Gurukrupa Chs Plot No 56 Sector 8A Airoli, Navi Mumbai, Maharashtra, India – 400708.
As per the financials filed for FY 2025, the company reported a revenue of ₹13.87 Lakh, a growth of 3% compared to the previous year. For the same year it recorded a net profit of ₹1.54 Lakh (net margin 11.1%) and EBITDA of ₹1.94 Lakh (EBITDA margin 14%).
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- Registered AddressFlat No. A – 404 Gurukrupa Chs Plot No 56 Sector 8A Airoli, Navi Mumbai, Maharashtra, India – 400708
- IndustryService, Other Services
- 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
- One PDF report, delivered after checkout
Business Activity of JSB Wealth Management Private Limited
The main business activity of JSB Wealth Management is financial and insurance activities. In detail, this covers activities auxiliary to financial service and insurance activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance activities | 66 | Activities auxiliary to financial service and insurance activities | Locked |
Business activity turnover details
Turnover share and past changes in activity are in the company report.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Financials of JSB Wealth Management Private Limited FY 2025 filings available
JSB Wealth Management Private Limited reported revenue of ₹13.87 Lakh (up 3% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR) of JSB Wealth Management Private Limited
Revenue rose 3% in the latest year. EBITDA rose 638% 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 JSB Wealth Management Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profit and Loss Statement | |||||
| Revenue from Operations | •••• | •••• | •••• | •••• | •••• |
| Other Income | •••• | •••• | •••• | •••• | •••• |
| Total Revenue | •••• | •••• | •••• | •••• | •••• |
| Cost of Materials Consumed | •••• | •••• | •••• | •••• | •••• |
| Employee Benefit Expense | •••• | •••• | •••• | •••• | •••• |
| Finance Costs | •••• | •••• | •••• | •••• | •••• |
| Depreciation and Amortisation | •••• | •••• | •••• | •••• | •••• |
| Other Expenses | •••• | •••• | •••• | •••• | •••• |
| Total Expenses | •••• | •••• | •••• | •••• | •••• |
| EBITDA | ₹1.94 Lakh | •••• | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• | •••• | •••• |
| Net Profit (PAT) | ₹1.54 Lakh | •••• | •••• | •••• | •••• |
| Balance Sheet | |||||
| Share Capital | •••• | •••• | •••• | •••• | •••• |
| Reserves and Surplus | •••• | •••• | •••• | •••• | •••• |
| Net Worth (Total Equity) | •••• | •••• | •••• | •••• | •••• |
| Long-term Borrowings | •••• | •••• | •••• | •••• | •••• |
| Short-term Borrowings | •••• | •••• | •••• | •••• | •••• |
| Trade Payables | •••• | •••• | •••• | •••• | •••• |
| Total Liabilities | •••• | •••• | •••• | •••• | •••• |
| Fixed Assets | •••• | •••• | •••• | •••• | •••• |
| Investments | •••• | •••• | •••• | •••• | •••• |
| Inventories | •••• | •••• | •••• | •••• | •••• |
| Trade Receivables | •••• | •••• | •••• | •••• | •••• |
| Cash and Bank Balance | •••• | •••• | •••• | •••• | •••• |
| Total Assets | •••• | •••• | •••• | •••• | •••• |
Financial Ratios of JSB Wealth Management Private Limited
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 14% | •••• | •••• | •••• | •••• |
| Net Profit Margin | 11.1% | •••• | •••• | •••• | •••• |
| Return on Equity (ROE) | •••• | •••• | •••• | •••• | •••• |
| Return on Capital Employed (ROCE) | •••• | •••• | •••• | •••• | •••• |
| Return on Assets (ROA) | •••• | •••• | •••• | •••• | •••• |
| Liquidity and Debt | |||||
| Current Ratio | •••• | •••• | •••• | •••• | •••• |
| Quick Ratio | •••• | •••• | •••• | •••• | •••• |
| Debt-to-Equity Ratio | •••• | •••• | •••• | •••• | •••• |
| Interest Coverage Ratio | •••• | •••• | •••• | •••• | •••• |
| Efficiency and Growth | |||||
| Asset Turnover | •••• | •••• | •••• | •••• | •••• |
| Receivable Days | •••• | •••• | •••• | •••• | •••• |
| Payable Days | •••• | •••• | •••• | •••• | •••• |
| Inventory Days | •••• | •••• | •••• | •••• | •••• |
| Revenue Growth | •••• | •••• | •••• | •••• | •••• |
| Net 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 AOC-4. The full year-wise statements and ratios of JSB Wealth Management are in the company report.
Financial statements from FY 2019
Earlier years and trend charts are in the company report.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
Verified entity values are shown only after access is granted.
Peer Comparison of JSB Wealth Management Private Limited
JSB Wealth Management Private Limited is compared with the companies closest to it by revenue in the BFSI industry (Wealth Management). Net profit, margin and employee counts of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Arthaarth Wealth Management (OPC) Private Limited | ₹15.21 Lakh (FY 2025) | •••• | •••• | 928.0% | •••• | Pune, Maharashtra, India |
| Alchemy Wealth Management Private Limited | ₹15.19 Lakh (FY 2016) | •••• | •••• | 22.0% | •••• | Mumbai, Maharashtra, India |
| Navyug Wealth Management Private Limited | ₹15.12 Lakh (FY 2024) | •••• | •••• | -3.0% | •••• | South 24 Parganas, West Bengal, India |
| Prism Wealth Management Private Limited | ₹15.05 Lakh (FY 2025) | •••• | •••• | 0.0% | •••• | Mumbai, Maharashtra, India |
| P. I. Patel Wealth Management Private Limited | ₹14.95 Lakh (FY 2025) | •••• | •••• | -19.0% | •••• | Navli, Gujarat, India |
| JSB Wealth Management Private Limited this company | ₹13.87 Lakh (FY 2025) | •••• | •••• | 3.0% | •••• | Navi Mumbai, Maharashtra, India |
| Rishika Wealth Management Private Limited | ₹13.18 Lakh (FY 2020) | •••• | •••• | •••• | Ghaziabad, Uttar Pradesh, India | |
| Devangi Wealth Management Private Limited | ₹13.16 Lakh (FY 2017) | •••• | •••• | 2605.0% | •••• | Ahmedabad, Gujarat, India |
| Lion Brick Wealth Management Private Limited | ₹13.09 Lakh (FY 2023) | •••• | •••• | -61.0% | •••• | Delhi, India |
| Lumin Wealth Management Private Limited | ₹12.65 Lakh (FY 2025) | •••• | •••• | •••• | Pune, Maharashtra, India | |
| Moonreach Wealth Management Private Limited | ₹12.38 Lakh (FY 2019) | •••• | •••• | -43.0% | •••• | Mumbai, Maharashtra, India |
Peers are the five companies nearest above and the five nearest below JSB Wealth Management by revenue in the BFSI industry (Wealth Management), from the latest filed financials of each company. Net profit, margin and employee counts of each peer are in the company report.
Board of Directors of JSB Wealth Management Private Limited
JSB Wealth Management has 2 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Sushama Sadashiv Borate Also directs: Benchmark Advisory Services Private Limited | Director | 02 Jul 2018 | 8 Years 3 Months | Current |
| Amit Arun Mane | Additional Director | 13 Feb 2022 | 4 Years 7 Months | Current |
Ownership and Shareholding of JSB Wealth Management Private Limited
Shareholding and ownership data
Promoter, institutional, public and beneficial ownership figures are in the company report.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Charges & Borrowings of JSB Wealth Management Private Limited
JSB Wealth Management Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at JSB Wealth Management Private Limited
Employment history and EPFO contributions of people linked to JSB Wealth Management.
Employee and EPFO history
Monthly headcount, contribution history and filing status are in the company report.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
Recent Activity on JSB Wealth Management Private Limited
JSB Wealth Management Private Limited has 3 board changes on record since 2018: 2 appointments and 1 cessation. The latest: Jyotiba Sadashiv Borate ceased to be Director on 15 Feb 2022.
Credit Ratings, Litigation & Regulatory Alerts for JSB Wealth Management Private Limited
Credit ratings, litigation, and regulatory alerts
Credit ratings, court records and regulatory alerts are in the company report.
- 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 JSB Wealth Management Private Limited
MSME payment history
Amounts due to small suppliers, the reasons given and MSME-1 filings are in the company report.
- 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 JSB Wealth Management Private Limited
Corporate group structure
Parent, subsidiary, associate and joint venture records with holdings are in the company report.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
Verified entity values are shown only after access is granted.
GST Compliance of JSB Wealth Management Private Limited
GST registrations and filing compliance
State-wise GST registrations, return filing status and HSN or SAC codes are in the company report.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
Verified entity values are shown only after access is granted.
MCA Filings & Documents of JSB Wealth Management Private Limited
MCA filings and documents
Filed forms, annual returns, financial statements and charge filings with their dates are in the company report.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Frequently Asked Questions about JSB Wealth Management Private Limited
JSB Wealth Management is an active private limited company based in Navi Mumbai, Maharashtra, India. The company works in other services, within the service industry. It was incorporated on 02 July 2018 (8+ years old) and is registered under CIN U93090MH2018PTC311405.
JSB Wealth Management reported revenue of ₹13.87 Lakh for FY 2025 (up 3% YoY).
JSB Wealth Management has 2 current directors:
- Sushama Sadashiv Borate - Director
- Amit Arun Mane - Additional Director
JSB Wealth Management reported a net profit of ₹1.54 Lakh (net margin 11.1%) and EBITDA of ₹1.94 Lakh (EBITDA margin 14%) for FY 2025, as per its filed financial statements.
The CIN (Corporate Identification Number) of JSB Wealth Management is U93090MH2018PTC311405. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
JSB Wealth Management was incorporated on 02 July 2018, making it 8+ years old. It is registered with the Registrar of Companies, Mumbai.
The peers of JSB Wealth Management by revenue are Arthaarth Wealth Management (OPC) Private Limited, Alchemy Wealth Management Private Limited, Navyug Wealth Management Private Limited, Prism Wealth Management Private Limited, P. I. Patel Wealth Management Private Limited and 5 more, all in the BFSI industry (Wealth Management).
Jyotiba Sadashiv Borate ceased to be Director on 15 Feb 2022. Amit Arun Mane was appointed as Additional Director on 13 Feb 2022. Sushama Sadashiv Borate was appointed as Director on 02 Jul 2018.
The registered office of JSB Wealth Management is at Flat No. A – 404 Gurukrupa Chs Plot No 56 Sector 8A Airoli, Navi Mumbai, Maharashtra, India – 400708.
JSB Wealth Management has an authorised share capital of ₹5 Lakh and a paid-up capital of ₹1 Lakh.
JSB Wealth Management operates in the service industry, in the other services segment.