About Legacy Wealth Management Private Limited
Data last updated: 19 February 2026
Legacy Wealth Management Private Limited is a private limited company based in Raigad, Maharashtra, India, recognised as a startup by DPIIT. It specialises in management consultancy activity, a part of the broader professional services sector. Incorporated on 09 August 2021, the company has been in operation for over 5 years.
Registered with ROC Mumbai under CIN U74140MH2021PTC365573.
Capital: 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.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: B – 302 Mountain View Appt Bhatwadi Rees Tal – Khalapur, Raigad, Maharashtra, India – 410222.
The company is associated with 1 brand - Willwisor.
For more details, the company can be reached via its website willwisor.com.
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Registered AddressB – 302 Mountain View Appt Bhatwadi Rees Tal – Khalapur, Raigad, Maharashtra, India – 410222
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IndustryProfessional Services, Management Consultancy Activity, Tax Consultant, Accounting
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
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Associated Brands with Legacy Wealth Management Private Limited
Legacy Wealth Management Private Limited operates one associated brand: Willwisor. These brands represent Legacy Wealth Management Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Offers an app-based platform for planning and preparing wills. | willwisor.com |
Competitors & Alternatives of Legacy Wealth Management Private Limited
Brands and companies operating in the same space as Legacy Wealth Management Private Limited include Farewill, FreeWill, Trust and Will and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Farewill
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Online platform for wills management and end-of-life planning is operated. | London, United Kingdom, United Kingdom | 2015 |
FreeWill
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Online legal will management solutions are provided for non-profits. | New York, United States, United States | 1998 |
Trust and Will
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Legal will planning solutions are provided through a cloud-based platform. | San Diego, United States, United States | 2017 |
Safewill
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Cloud based will creation platform | Sydney, Australia, Australia | 2011 |
Alix
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Estate planning is streamlined via AI-powered platform and services. | New York, United States, United States | 2022 |
Islamic Finance Guru
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Shariah-compliant will management and halal investment guidance are offered. | London, United Kingdom, United Kingdom | 2014 |
GoodTrust
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Cloud based platform offering will management solution | Palo Alto, United States, United States | 2020 |
Cake
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Online platform that provides end of life planning | Sudbury, United States, United States | 2013 |
Tomorrow
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Carbon footprint of daily activities is tracked via mobile software. | Copenhagen, Denmark, Denmark | 2015 |
Willful
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Cloud-based platform for will-making solutions is operated. | Toronto, Canada, Canada | 2017 |
Board of Directors of Legacy Wealth Management Private Limited
Legacy Wealth Management Private Limited is governed by 2 directors who oversee the company's operations and strategic decisions.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Neeraj Tiwari | Director | 09 Aug 2021 | 4 Years 11 Months | Current |
| Tejas Mathur Vijay | Director | 09 Aug 2021 | 4 Years 11 Months | Current |
Financials of Legacy Wealth Management Private Limited FY 2025 filings available
Ten-year financial statements for Legacy Wealth Management Private Limited
Historical statement values and trend charts require an active report plan.
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Charges & Borrowings Legacy Wealth Management Private Limited
Legacy Wealth Management Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Legacy Wealth Management Private Limited
View historical data on people associated with Legacy Wealth Management Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Legacy Wealth Management Private Limited
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
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GST Compliance of Legacy Wealth Management Private Limited
GST registrations and filing compliance for Legacy Wealth Management Private Limited
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Credit Ratings, Litigation & Regulatory Alerts for Legacy Wealth Management Private Limited
Credit ratings, litigation, and regulatory alerts for Legacy Wealth Management Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
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MSME Payment Delays by Legacy Wealth Management Private Limited
MSME payment history for Legacy Wealth Management Private Limited
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Subsidiaries & Group Companies of Legacy Wealth Management Private Limited
Corporate group structure for Legacy Wealth Management Private Limited
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MCA Filings & Documents of Legacy Wealth Management Private Limited
MCA filings and documents for Legacy Wealth Management Private Limited
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Recent Activity on Legacy Wealth Management Private Limited
Frequently Asked Questions about Legacy Wealth Management Private Limited
Legacy Wealth Management Private Limited is an active private limited company in the professional services sector based in Raigad, Maharashtra, India. It was incorporated on 09 August 2021 (5+ years old) and is registered under CIN U74140MH2021PTC365573.
The current directors of Legacy Wealth Management Private Limited are:
- Neeraj Tiwari - Director
- Tejas Mathur Vijay - Director
The primary industry of Legacy Wealth Management Private Limited is professional services. The company specifically operates in management consultancy activity. The company is currently active in this sector.
Yes, Legacy Wealth Management Private Limited is recognised as a startup by the Department for Promotion of Industry and Internal Trade (DPIIT).
Legacy Wealth Management Private Limited can be reached at the registered office: B – 302 Mountain View Appt Bhatwadi Rees Tal – Khalapur, Raigad, Maharashtra, India – 410222, or through the website willwisor.com.
The authorised capital is ₹1 Lakh, and the paid-up capital is ₹1 Lakh.