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.
U65923MH2014PTC255743
255743
27 June 2014
₹1,608.20 Cr
₹1,272.86 Cr
Roc Mumbai
Unlisted
Active
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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| 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 |
| 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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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%.
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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.
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₹35,375,012.72
₹111,788,299.32
| 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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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.
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.
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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.
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 5 months 20 days . was recorded as a recent event.
A charge registered on 26 Dec 2018 via Charge ID 100231358 with Hdfc Bank Limited was fully satisfied on 16 Jun 2025. was recorded as a recent event.
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.
A charge registered on 11 Jan 2017 via Charge ID 100098667 with Hdfc Bank Limited was fully satisfied on 16 Jun 2025. was recorded as a recent event.
Progress on A charge registered on 10 Aug 2016 via Charge ID 100059575 with Hdfc Bank Limited was fully satisfied on 16 Jun 2025. was documented.
Progress on A charge registered on 10 Aug 2016 via Charge ID 100059576 with Hdfc Bank Limited was fully satisfied on 16 Jun 2025. was documented.
The CIN of Julius Baer Wealth Advisors (India) Private Limited is U65923MH2014PTC255743.
Julius Baer Wealth Advisors (India) Private Limited is headquartered at Altimus, 2501, 25Th Level,, Pandurang Budhkar Marg, Worli,, Mumbai, Maharashtra, 400018.
Julius Baer Wealth Advisors (India) Private Limited was incorporated on 27 June 2014.
The current directors of Julius Baer Wealth Advisors (India) Private Limited are
The primary industry of Julius Baer Wealth Advisors (India) Private Limited is Financial And Insurance Service.
Julius Baer Wealth Advisors (India) Private Limited is unlisted.
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.
The compliance status of Julius Baer Wealth Advisors (India) Private Limited is Compliant.
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