Prism Wealth Management Private Limited

Prism Wealth Management Private Limited

Provides investment and financial consulting services, deals in securities, properties, and precious metals.

2013 Mumbai, Maharashtra (India) Active

About

Basic Data Updated:

6 days ago

Prism Wealth Management Private Limited was founded with the purpose of providing top-notch financial services to its clients. The company specializes in a wide range of financial services, excluding investment banking and insurance. Its main objective is to act as a trusted investment and financial consultant, offering expert advice and guidance to individuals and businesses alike. Incorporated with a vision to assist clients in making sound investment decisions, Prism Wealth Management Private Limited offers a variety of services related to investments. These include acquiring and holding shares, securities, units, bonds, lands, immovable properties, precious metals, and stones. The company also facilitates the buying and selling of these assets, ensuring maximum returns for its client... Read More

Industry

Company Details

  • Location

    Mumbai, Maharashtra, India

  • Website
    1222442
  • Telephone
    1222442
  • Email Address
    1222442
CIN/LLPIN/FCRNU74120MH2013PTC239741
Company No.239741
Company ClassificationPrivate Limited Indian Non-Government Company
Incorporation Date17 Jan 2013
Date of AGM30 Sep 2023
Date of Balance Sheet31 Mar 2023
Listing StatusUnlisted
ROC CodeRoc Mumbai

Financials of Prism Wealth Management Private Limited

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Corporate Structure

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People in Prism Wealth Management Private Limited

Board Members(3)

Charges (Loans)

Open Charges

₹520.35 Lakh

LenderAmountStatus

Others

Creation Date: 17 Sep 2018
₹5.20 CrOpen

Deals i

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Rating

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Alert

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Related Corporates (Common Directorship)

Recent activity within the organization

  • Activity

    Annual General Meeting

    Prism Wealth Management Private Limited last Annual general meeting of members was held on 30 Sep 2023 as per latest MCA records.

    30 Sep 2023
  • Activity

    Balance Sheet

    Prism Wealth Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2023 with Roc Mumbai.

    31 Mar 2023
  • Activity

    Charges

    A charge with Others amounted to Rs. 520.35 Lakh with Charge ID 100218556 was registered on 17 Sep 2018.

    17 Sep 2018
  • Activity

    Director Appointment

    Sujen Bhavik Jhaveri was appointed as a Director was appointed as a Director on 10 May 2013 & has been associated with this company since 10 years 11 months .

    10 May 2013
  • Activity

    Director Appointment

    Bhavik Pravinchand Jhaveri was appointed as a Director was appointed as a Director on 17 Jan 2013 & has been associated with this company since 11 years 3 months .

    17 Jan 2013

Frequently asked questions

What is the Incorporation or founding date of Prism Wealth Management Private Limited?

Prism Wealth Management Private Limited was incorporated 11 years 3 months ago on 17 Jan 2013 with Registrar of Companies Roc Mumbai.

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