Prescient Wealth Management Private Limited
About Prescient Wealth Management Private Limited
Data last updated:
Prescient Wealth Management Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the investment banking and advisory segment of the financial services sector. It was incorporated on 18 January 2008 and has been in existence for over 18 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67190MH2008PTC177956. Its GSTIN is 27AAECP5151E1ZL (Maharashtra).
The company has an authorised share capital of ₹22.03 Cr and a paid-up capital of ₹5.37 Cr. It is led by directors including Anuj Anantrai Sheth and Jayesh Kantilal Shah.
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 Mumbai, Maharashtra.
As per the financials filed for FY 2025, the company reported a revenue of ₹36.31 Cr, a growth of 80% compared to the previous year. For the same year it recorded a net profit of ₹25.27 Cr (net margin 69.6%) and EBITDA of ₹33.38 Cr (EBITDA margin 91.9%). Revenue has grown at a compounded annual rate (CAGR) of 19% over three years and 12% over five years.
Court records list 4 cases involving the company, including 4 filed by the company. The company has 4 deals on record (3 funding rounds, 1 secondary share transfer), with disclosed funding of ₹84.51 Cr; the latest was in March 2019.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
Prescient Wealth Management Private Limited's registered office is in Mumbai, Maharashtra. Its e-mail address is in the company report.
- Email
- Registered Address201 2nd Flr Krishna Kunj Plot No.30 Navyug Chs V.L.Mehta Road Opp Sunflower Hsp. Jvpd, Scheme, Mumbai, Maharashtra, India – 400056
- IndustryFinancial Services, Investment Banking & Advisory
To see the full contact details of Prescient Wealth Management Private Limited, buy the company report.
- 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
Business activity
The main business activity of Prescient Wealth Management is financial and insurance activities. In detail, this covers activities auxiliary to financial service and insurance activities.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance activities | 66 | Activities auxiliary to financial service and insurance activities |
To see the full business activity and turnover split of Prescient Wealth Management Private Limited, buy the company report.
Financials of Prescient Wealth Management Private Limited
FY 2025 filings availablePrescient Wealth Management Private Limited reported revenue of ₹36.31 Cr (up 80% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 12% over five years, including 80% growth in the latest year. EBITDA rose 72% in the latest year. Three- and five-year figures are compounded annual growth rates (CAGR): the steady yearly rate that links the first and the last year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profit and Loss Statement | |||||
| Revenue from Operations | |||||
| Other Income | |||||
| Total Revenue | |||||
| Cost of Materials Consumed | |||||
| Employee Benefit Expense | |||||
| Finance Costs | |||||
| Depreciation and Amortisation | |||||
| Other Expenses | |||||
| Total Expenses | |||||
| EBITDA | ₹33.38 Cr | ||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | ₹25.27 Cr | ||||
| Balance Sheet | |||||
| Share Capital | |||||
| Reserves and Surplus | |||||
| Net Worth (Total Equity) | |||||
| Long-term Borrowings | |||||
| Short-term Borrowings | |||||
| Trade Payables | |||||
| Total Liabilities | |||||
| Fixed Assets | |||||
| Investments | |||||
| Inventories | |||||
| Trade Receivables | |||||
| Cash and Bank Balance | |||||
| Total Assets | |||||
Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 91.9% | ||||
| Net Profit Margin | 69.6% | ||||
| Return on Equity (ROE) | |||||
| Return on Capital Employed (ROCE) | |||||
| Return on Assets (ROA) | |||||
| Liquidity and Debt | |||||
| Current Ratio | |||||
| Quick Ratio | |||||
| Debt-to-Equity Ratio | |||||
| Interest Coverage Ratio | |||||
| Efficiency and Growth | |||||
| Asset Turnover | |||||
| Receivable Days | |||||
| Payable Days | |||||
| Inventory Days | |||||
| Revenue Growth | |||||
| Net Profit Growth | |||||
To see the full financial statements and ratios of Prescient Wealth Management Private Limited, buy the company report.
Board of directors of Prescient Wealth Management Private Limited
Prescient Wealth Management has 3 current directors and 2 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Anuj Anantrai Sheth Also directs: Opportune Advisory Services LLP, Lavale Realty LLP, Claricent Advisory Services LLP and 5 more | Director | 01 Nov 2014 | 12 Years 0 Months | Current |
| Jayesh Kantilal Shah Also directs: Gagandeep Credit Capital Private Limited, Oracular Advisory Private Limited, Anvil Fintrade Private Limited and 3 more | Director | 18 Jan 2008 | 18 Years 9 Months | Current |
| Hem Prabhakar Thakore | Director | 28 Sep 2016 | 10 Years 1 Months | Current |
Auditor
Prescient Wealth Management Private Limited is audited by D V DALAL & CO for the financial year 2019.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| D V DALAL & CO | FY 2019 | 102029W |
Shareholding
The shareholding of Prescient Wealth Management Private Limited is on record for 3 financial years, the latest being FY 2019, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2019 | FY 2017 | FY 2016 |
|---|---|---|---|
| Promoters | |||
| Domestic institutional investors (DII) | |||
| Foreign institutional investors (FII) | |||
| Public | |||
| Others |
To see the full shareholding pattern of Prescient Wealth Management Private Limited, buy the company report.
Deals & funding
Prescient Wealth Management Private Limited has 4 deals on record (3 funding rounds, 1 secondary share transfer), with disclosed funding of ₹84.51 Cr; the latest was in March 2019.
Deals on record (3 of 4)
| When | Deal | Amount | Parties |
|---|---|---|---|
| Mar 2019 | Secondary share transfer | Undisclosed | Buyer: an individual Seller: 2 individuals |
| Jul 2017 | Funding round | ₹3.29 Cr | Investors: 4 individuals |
| Mar 2015 | Funding round | ₹2 Cr | Investors: 2 individuals |
To see the full deal history of Prescient Wealth Management Private Limited, buy the company report.
Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.
Legal cases
Prescient Wealth Management Private Limited has 4 court cases on record: 4 filed by Prescient Wealth Management. All cases are disposed.
Cases by court
| Court | Cases | Against the company | Pending |
|---|---|---|---|
| High courts | 4 | 0 | 0 |
Cases on record (2 of 4)
| Court | Type of case | Party | Status |
|---|---|---|---|
| Bombay High Court | Court case (CSD) | Filed by the company | Disposed |
| Bombay High Court | Court case (CSP) | Filed by the company against an individual | Disposed |
To see the full case history of Prescient Wealth Management Private Limited, buy the company report.
Case records are compiled from court listings and may lag the court's own records. A case filed against a company is not a finding against it.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Prescient Wealth Management Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Prescient Wealth Management has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AAECP5151E1ZL | Maharashtra | Active | 01 Jul 2017 |
To see the full GST registrations and return filing status of Prescient Wealth Management Private Limited, buy the company report.
Recent activity
Prescient Wealth Management Private Limited has 4 board changes on record since 2008: 3 appointments and 1 cessation. The latest: Hem Prabhakar Thakore was appointed as Director on 28 Sep 2016.
Frequently asked questions
Prescient Wealth Management is an active private limited company based in Mumbai, Maharashtra, India. The company works in investment banking and advisory, within the financial services industry. It was incorporated on 18 January 2008 (18+ years old) and is registered under CIN U67190MH2008PTC177956.
Prescient Wealth Management has 3 current directors:
- Anuj Anantrai Sheth - Director
- Jayesh Kantilal Shah - Director
- Hem Prabhakar Thakore - Director
The latest financial statements of Prescient 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 2015 are in the company report.
The GSTIN of Prescient Wealth Management is 27AAECP5151E1ZL, registered in Maharashtra.
The CIN (Corporate Identification Number) of Prescient Wealth Management is U67190MH2008PTC177956. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Prescient Wealth Management has 4 court cases on record: 4 filed by the company.
Prescient Wealth Management was incorporated on 18 January 2008, making it 18+ years old. It is registered with the Registrar of Companies, Mumbai.
Prescient Wealth Management has 4 deals on record (3 funding rounds, 1 secondary share transfer), with disclosed funding of ₹84.51 Cr; the latest was in March 2019.
Hem Prabhakar Thakore was appointed as Director on 28 Sep 2016. Anuj Anantrai Sheth was appointed as Director on 01 Nov 2014. Hem Prabhakar Thakore ceased to be Director on 01 Nov 2014. Prescient Wealth Management has 4 board changes on record in total.
The registered office of Prescient Wealth Management is at 201 2nd Flr Krishna Kunj Plot No.30 Navyug Chs V.L.Mehta Road Opp Sunflower Hsp. Jvpd, Scheme, Mumbai, Maharashtra, India – 400056.
Sample company reports
The same report you get when you buy one: financials, directors, ownership, deals, charges, legal cases, brands and filings, with the Excel workbook alongside.
