Legacy Wealth Management Private Limited

Legacy Wealth Management Private Limited - professional services in Raigad, Maharashtra, India. Directors, charges & compliance details.
CIN U74140MH2021PTC365573 Incorporated 09 August 2021 ROC Mumbai HQ Raigad, Maharashtra, India
Active Private Limited Company professional services DPIIT Startup MSME · Micro
Authorised capital
₹1 Lakh
Registered with MCA
Paid-up capital
₹1 Lakh
Issued & subscribed
Company age
5 yrs
Est. 2021
Directors on board
2
As per MCA filings
Brands
1
Associated brands
Last financials
Mar 2025
Balance sheet date
Last AGM
30 Sep 2025
Annual general meeting
Company status
Active
MCA master data

About Legacy Wealth Management Private Limited

Data last updated:

Legacy Wealth Management Private Limited is a private limited company based in Raigad, Maharashtra, India, recognised as a startup by DPIIT. It operates in the management consultancy activity segment of the professional services sector. It was incorporated on 09 August 2021 and has been in existence for over 5 years.

The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74140MH2021PTC365573.

The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors Neeraj Tiwari and Tejas Mathur Vijay.

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 B – 302 Mountain View Appt Bhatwadi Rees Tal – Khalapur, Raigad, Maharashtra, India – 410222.

The company is associated with 1 brand: Willwisor.

Legacy Wealth Management Private Limited is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-MH-27-0035408). For more details, the company can be reached via its website willwisor.com.

Company details

CIN U74140MH2021PTC365573
Registration Number 365573
Incorporation Date 09 August 2021
ROC Mumbai
Listing Status Unlisted
Company Status Active
DPIIT Recognition Recognised Startup
MSME Classification Micro
Udyam Registration UDYAM-MH-27-0035408
Key People
Neeraj Tiwari Director Tejas Mathur Vijay Director

Recognitions & Rankings of Legacy Wealth Management

DPIIT recognised startup Government of India
Startup India
MSME (Udyam registered) Ministry of MSME
Category
Micro (2021-22)
Udyam number
UDYAM-MH-27-0035408

Contact details

Legacy Wealth Management Private Limited's registered office is in Raigad, Maharashtra.

  • Registered Address
    B – 302 Mountain View Appt Bhatwadi Rees Tal – Khalapur, Raigad, Maharashtra, India – 410222
  • Industry
    Professional Services, Management Consultancy Activity, Tax Consultant, Accounting
Comprehensive company report
Legacy Wealth Management Private Limited - one report that includes everything
  • 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
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Brands

Legacy Wealth Management operates one associated brand: Willwisor. Each brand links to its own profile.

BrandDescriptionWebsite
Willwisor
Offers an app-based platform for planning and preparing wills.willwisor.com

Financials of Legacy Wealth Management Private Limited

FY 2025 filings available

Financial Statement Summary

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Financial Ratios

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22
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To see the full financial statements and ratios of Legacy Wealth Management Private Limited, buy the company report.

Board of directors of Legacy Wealth Management Private Limited

Legacy Wealth Management has 2 directors on record. No former directors are listed.

Current Directors
NameDesignationAppointment DateTenureStatus
Neeraj Tiwari
Also directs: Darpin Dynamics Private Limited, One Wallet Solutions Private Limited
Director09 Aug 20215 Years 3 MonthsCurrent
Tejas Mathur Vijay
Also directs: Safety Eco Friendly Fuels LLP, United Realty and Construction Private Limited, Studio Number 5 Productions Private Limited
Director09 Aug 20215 Years 3 MonthsCurrent
View all directors

MSME payment delays

No delayed payments to MSME suppliers are on our record for Legacy 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 Legacy Wealth Management Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.

Recent activity

Legacy Wealth Management Private Limited has 2 board changes on record since 2021: 2 appointments. The latest: Neeraj Tiwari was appointed as Director on 09 Aug 2021.

AGM
Legacy Wealth Management Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Filing
Legacy Wealth Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai Ii.
Appointed
Neeraj Tiwari was appointed as Director.
Appointed
Tejas Mathur Vijay was appointed as Director.
Incorporation
09 Aug 2021
Legacy Wealth Management Private Limited was registered on 09 Aug 2021 with Roc Mumbai Ii & aged 5 years 3 months as per MCA records.

Frequently asked questions

Legacy Wealth Management is an active private limited company based in Raigad, Maharashtra, India. The company works in management consultancy activity, within the professional services industry. It was incorporated on 09 August 2021 (5+ years old) and is registered under CIN U74140MH2021PTC365573.

Legacy Wealth Management has 2 current directors:

The latest financial statements of Legacy Wealth Management on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from FY 2022 are in the company report.

The CIN (Corporate Identification Number) of Legacy Wealth Management is U74140MH2021PTC365573. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Legacy Wealth Management was incorporated on 09 August 2021, making it 5+ years old. It is registered with the Registrar of Companies, Mumbai.

Neeraj Tiwari was appointed as Director on 09 Aug 2021. Tejas Mathur Vijay was appointed as Director on 09 Aug 2021.

Yes, Legacy Wealth Management is recognised as a startup by the Department for Promotion of Industry and Internal Trade (DPIIT).

Yes, Legacy Wealth Management is registered as a micro enterprise under Udyam registration (number: UDYAM-MH-27-0035408).

Legacy Wealth Management can be reached through the website willwisor.com. Its registered office is in Raigad, Maharashtra, India.

The registered office of Legacy Wealth Management is at B – 302 Mountain View Appt Bhatwadi Rees Tal – Khalapur, Raigad, Maharashtra, India – 410222.