Julius Baer Wealth Advisors (India) Private Limited - Company Profile

It is a financial services private limited company based in Mumbai, Maharashtra, India, established in 2014.
2014 Mumbai, Maharashtra, India Active
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About Julius Baer Wealth Advisors (India) Private Limited

Julius Baer Wealth Advisors (India) Private Limited, a active private limited company, was established on 27 June 2014 in Mumbai, Maharashtra, India. Engaging in diversified financial services within the financial and insurance service sector, it holds CIN: U65923MH2014PTC255743. Registered under ROC Roc Mumbai. it is unlisted. It has an authorized capital of ₹1,608.20 Cr and a paid-up capital of ₹1,272.86 Cr.

Formerly known as Merrill Lynch Wealth Advisors Private Limited. It upholds a compliant status. Employing 219 professional, Its leadership includes Andreas Fred Zingg (Director), Bhaskar Laxminarayan (Director), Abhishek Ramesh Chandra (Director). Past directors included Pradeep Dokania, Shitin Dayalji Desai, Chirag Kirtikant Sanghavi. It holds ₹3.54 Cr open charges and ₹11.18 Cr settled loans. Its latest AGM occurred on 30 September 2024, with the balance sheet filed on 31 March 2024. It is based at Altimus, 2501, 25Th Level,, Pandurang Budhkar Marg, Worli,, Mumbai, Maharashtra, 400018.

Company Details
  • Email
    **********
  • Telephone

    +91-XXXXXXXXXX

  • Website
    **********
  • Social Media
    **********
  • Apps
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Company Details

  • CIN/LLPIN

    U65923MH2014PTC255743

  • Registration Number

    255743

  • Incorporation Date

    27 June 2014

  • Authorized Capital

    ₹1,608.20 Cr

  • Paid-Up Capital

    ₹1,272.86 Cr

  • ROC Code

    Roc Mumbai

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 1,608.20 Cr
  • Paid Up Capital ₹ 1,272.86 Cr
  • Company Age 11 Year, 8 Months
  • Last Filing with ROC 31 Mar 2024
  • Open Charges ₹ 3.54 Cr
  • Satisfied Charges ₹ 11.18 Cr
  • Revenue Growth **** 0.52%
  • Profit Growth **** -186.12%
  • Ebitda **** -95.08%
  • Net Worth -1.54%
  • Total Assets -4.59%
Company report

Julius Baer Wealth Advisors (India) Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Julius Baer Wealth Advisors (India) Private Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.

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Who are the key members and board of directors at Julius Baer Wealth Advisors (India) Private Limited?
Current Directors
Name Designation Appointment Date Status
Andreas Fred Zingg Director 26 Jul 2022 Current
Bhaskar Laxminarayan Director 26 Jul 2022 Current
Abhishek Ramesh Chandra Director 24 May 2024 Current
Umang Jagmohan Papneja Ceo 22 Aug 2022 Current
Angelika Melanie Jahn Wassmer Additional Director 28 Jan 2025 Current
Jeremias Catherine H Berte Additional Director 06 May 2025 Current
Past Directors
Name Designation Cessation Status
Pramod Abcsdd Manager 26 Dec 2016 Past
Pramod Abcsdd Director 21 Oct 2022 Past
Pramod Abcsdd Director 13 Apr 2015 Past
Pramod Abcsdd Additional Director 29 Sep 2017 Past
Pramod Abcsdd Company Secretary 25 May 2016 Past
Pramod Abcsdd Additional Director 13 Apr 2015 Past

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Financial Performance of Julius Baer Wealth Advisors (India).

Julius Baer Wealth Advisors (India) Private Limited, for the financial year ended 2023, experienced modest growth in revenue, with a 0.52% increase. The company also saw a substantial fall in profitability, with a 186.12% decrease in profit. The company's net worth dipped by a decrease of 1.54%.

Julius Baer Wealth Advisors (India) revenue growth over time
Julius Baer Wealth Advisors (India) profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023) YOY Growth
(FY 2022) (FY 2021) (FY 2020) (FY 2019)
Total Revenue
********
 0.52%
*******
*******
*******
*******
Revenue from Operations
*******
 0.38%
*******
*******
*******
*******
Total Assets
*******
 -4.59%
*******
*******
*******
*******
Profit or Loss
*******
 -186.12%
*******
*******
*******
*******
Net Worth
*******
 -1.54%
*******
*******
*******
*******
EBITDA
*******
 -95.08%
*******
*******
*******
*******

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What is the Ownership and Shareholding Structure of Julius Baer Wealth Advisors (India)?

In 2022, Julius Baer Wealth Advisors (India) had a promoter holding of 100.00%. The company had 1 Subsidiary. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Pattern (FY 2024)
shareholding
  • Promoters: 92.83%
  • Public: 4.10%
  • Others: 3.07%
Shareholding Pattern over the Year
FY (2024) FY (2023) FY (2022) FY (2021) FY (2020)
Promoters 92.83 94.62 94.55 94.55 94.55
Public 4.10 3.89 3.95 3.96 3.98
Others 3.07 1.49 1.50 1.49 1.47

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Charges (Loans)
Open Charges

₹35,375,012.72

Satisfied Charges

₹111,788,299.32

Charges Breakdown by Lending Institutions
  • Hdfc Bank Limited : 11.18 Cr
Latest Charge Details
Date Lender Amount Status
16 Mar 2020 Hdfc Bank Limited ₹1.13 M Satisfied
07 Mar 2020 Hdfc Bank Limited ₹0.97 M Satisfied
30 Jan 2020 Hdfc Bank Limited ₹1.65 M Satisfied
15 Nov 2019 Hdfc Bank Limited ₹1.00 M Satisfied
15 Oct 2019 Hdfc Bank Limited ₹0.82 M Satisfied

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How Many Employees Work at Julius Baer Wealth Advisors (India)?

Julius Baer Wealth Advisors (India) has a workforce of 219 employees as of Apr 09, 2024. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.

Employee Date Number of Employees
2020 78,000
2021 80,500
2022 83,200
2023 86,000
2024 89,500
2025 92,000
Deals i
Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Julius Baer Wealth Advisors (India), offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Julius Baer Wealth Advisors (India)'s trajectory.

Rating
Graph displaying rating trends over time

Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts
Alert Indicator

Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.

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Latest Updates, News, and FAQs on Julius Baer Wealth Advisors (India)
Recent Activity within the Organization
  • Director Appointment

    Progress on Ramaswamy Kesakimangalam Muthu Manickam was appointed as a Cfo was appointed as a Cfo on 08 Jul 2025 & has been associated with this company since 7 months 24 days . was documented.

  • Charges

    Progress on A charge registered on 26 Dec 2018 via Charge ID 100231358 with Hdfc Bank Limited was fully satisfied on 16 Jun 2025. was documented.

  • Charges

    Progress on A charge registered on 20 Apr 2017 via Charge ID 100146133 with Hdfc Bank Limited was fully satisfied on 16 Jun 2025. was documented.

  • Charges

    The activity A charge registered on 11 Jan 2017 via Charge ID 100098667 with Hdfc Bank Limited was fully satisfied on 16 Jun 2025. was completed.

  • Charges

    A charge registered on 10 Aug 2016 via Charge ID 100059575 with Hdfc Bank Limited was fully satisfied on 16 Jun 2025. was recorded as a recent event.

  • Charges

    A charge registered on 10 Aug 2016 via Charge ID 100059576 with Hdfc Bank Limited was fully satisfied on 16 Jun 2025. was recorded as a recent event.

Explore recent activity and updates - View Recent Activity

Frequently Asked Questions
What is the CIN of Julius Baer Wealth Advisors (India) Private Limited?

The CIN of Julius Baer Wealth Advisors (India) Private Limited is U65923MH2014PTC255743.

Where is Julius Baer Wealth Advisors (India) Private Limited headquartered?

Julius Baer Wealth Advisors (India) Private Limited is headquartered at Altimus, 2501, 25Th Level,, Pandurang Budhkar Marg, Worli,, Mumbai, Maharashtra, 400018.

When was Julius Baer Wealth Advisors (India) Private Limited incorporated?

Julius Baer Wealth Advisors (India) Private Limited was incorporated on 27 June 2014.

Who are the current directors of Julius Baer Wealth Advisors (India) Private Limited?

The current directors of Julius Baer Wealth Advisors (India) Private Limited are

What is the primary industry of Julius Baer Wealth Advisors (India) Private Limited?

The primary industry of Julius Baer Wealth Advisors (India) Private Limited is Financial And Insurance Service.

Is Julius Baer Wealth Advisors (India) Private Limited a listed company?

Julius Baer Wealth Advisors (India) Private Limited is unlisted.

What is the capital structure of Julius Baer Wealth Advisors (India) Private Limited?

The authorized capital of Julius Baer Wealth Advisors (India) Private Limited is ₹1,608.20 Cr, and the paid-up capital is ₹1,272.86 Cr.

What is the compliance status of Julius Baer Wealth Advisors (India) Private Limited?

The compliance status of Julius Baer Wealth Advisors (India) Private Limited is Compliant.

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