Personal Wealth Management Solutions Private Limited - Company Profile

It is a financial services private limited company based in Kolkata, West Bengal, India, established in 2005.
2005 Kolkata, West Bengal, India Active
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About Personal Wealth Management Solutions Private Limited

Personal Wealth Management Solutions Private Limited, a active private limited company, was established on 23 February 2005 in Kolkata, West Bengal, India. Engaging in advisory within the financial and insurance service sector, it holds CIN: U67190WB2005PTC101832. Registered under ROC Roc Kolkata. it is unlisted. It has an authorized capital of ₹0.40 M and a paid-up capital of ₹0.33 M.

It upholds a compliant status. Its leadership includes Nivedita Chatterjee (Director), Siddhartha Chatterjee (Director). Past directors included Ranjit Chatterjee, Rajeev Neogi, Kalpana Chatterjee. Its latest AGM occurred on 30 September 2025, with the balance sheet filed on 31 March 2025. It is based at 17N Dover Terrace 1St Floor, Kolkata, West Bengal, 700019.

Company Details
  • Email
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  • Telephone

    +91-XXXXXXXXXX

  • Website
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  • Social Media
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  • Apps
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Company Details

  • CIN/LLPIN

    U67190WB2005PTC101832

  • Registration Number

    101832

  • Incorporation Date

    23 February 2005

  • Authorized Capital

    ₹0.40 M

  • Paid-Up Capital

    ₹0.33 M

  • ROC Code

    Roc Kolkata

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 0.40 M
  • Paid Up Capital ₹ 0.33 M
  • Company Age 21 Year, 5 Days
  • Last Filing with ROC 31 Mar 2025
Company report

Personal Wealth Management Solutions Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Personal Wealth Management Solutions 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 Personal Wealth Management Solutions Private Limited?
Current Directors
Name Designation Appointment Date Status
Nivedita Chatterjee Director 18 Sep 2017 Current
Siddhartha Chatterjee Director 23 Feb 2005 Current
Past Directors
Name Designation Cessation Status
Pramod Abcsdd Director 28 Jul 2014 Past
Pramod Abcsdd Director 18 Sep 2017 Past
Pramod Abcsdd Director 17 Aug 2012 Past

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Financial Performance of Personal Wealth Management Solutions.

Personal Wealth Management Solutions Private Limited, for the financial year ended 2017, experienced no change in revenue, with a 0% increase. The company also saw a no change in profitability, with a 0% increase in profit. The company's net worth witnessed no change by increase of 0%.

Personal Wealth Management Solutions revenue growth over time
Personal Wealth Management Solutions 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
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What is the Ownership and Shareholding Structure of Personal Wealth Management Solutions?

In 2017, Personal Wealth Management Solutions had a promoter holding of 100.00%. 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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How Many Employees Work at Personal Wealth Management Solutions?

Unlock and access historical data on people associated with Personal Wealth Management Solutions, such as employment history, contributions to the Employees' Provident Fund Organization (EPFO), and related information.

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 Personal Wealth Management Solutions, 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 Personal Wealth Management Solutions's trajectory.

Rating
Graph displaying rating trends over time

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Alerts
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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.

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Latest Updates, News, and FAQs on Personal Wealth Management Solutions
Recent Activity within the Organization
  • Annual General Meeting

    Progress on Personal Wealth Management Solutions Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records. was documented.

  • Balance Sheet

    Progress on Personal Wealth Management Solutions Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Kolkata. was documented.

  • Director Appointment

    Progress on Nivedita Chatterjee was appointed as a Director was appointed as a Director on 18 Sep 2017 & has been associated with this company since 8 years 5 months . was documented.

  • Director Appointment

    Progress on Siddhartha Chatterjee was appointed as a Director was appointed as a Director on 23 Feb 2005 & has been associated with this company since 21 years 5 days . was documented.

  • Company Incorporation

    Personal Wealth Management Solutions Private Limited was registered on 23 Feb 2005 with Roc Kolkata & aged 21 years 5 days as per MCA records. was recorded as a recent event.

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Frequently Asked Questions
What is the CIN of Personal Wealth Management Solutions Private Limited?

The CIN of Personal Wealth Management Solutions Private Limited is U67190WB2005PTC101832.

Where is Personal Wealth Management Solutions Private Limited headquartered?

Personal Wealth Management Solutions Private Limited is headquartered at 17N Dover Terrace 1St Floor, Kolkata, West Bengal, 700019.

When was Personal Wealth Management Solutions Private Limited incorporated?

Personal Wealth Management Solutions Private Limited was incorporated on 23 February 2005.

Who are the current directors of Personal Wealth Management Solutions Private Limited?

The current directors of Personal Wealth Management Solutions Private Limited are

What is the primary industry of Personal Wealth Management Solutions Private Limited?

The primary industry of Personal Wealth Management Solutions Private Limited is Financial And Insurance Service.

Is Personal Wealth Management Solutions Private Limited a listed company?

Personal Wealth Management Solutions Private Limited is unlisted.

What is the capital structure of Personal Wealth Management Solutions Private Limited?

The authorized capital of Personal Wealth Management Solutions Private Limited is ₹0.40 M, and the paid-up capital is ₹0.33 M.

What is the compliance status of Personal Wealth Management Solutions Private Limited?

The compliance status of Personal Wealth Management Solutions Private Limited is Compliant.

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