Prism Wealth Management Private Limited
About Prism Wealth Management Private Limited
Data last updated: 10 February 2026
Prism Wealth Management Private Limited is a private limited company based in Mumbai, Maharashtra, India. It specialises in portfolio management services, a part of the broader financial services sector. Incorporated on 17 January 2013, the company has been in operation for over 13 years.
Registered with ROC Mumbai under CIN U74120MH2013PTC239741.
Capital: an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors including Sujen Bhavik Jhaveri and Mona Bhavik Jhaveri.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: Bhulabhai Desai Road Omer Park, Mumbai, Maharashtra.
As per the financials filed for FY 2025, the company reported a revenue of ₹15.05 Lakh, a growth of 0% compared to the previous year.
As per MCA filings, the company has open charges of ₹5.2 Cr on record.
The current compliance status is marked as compliant by the Registrar of Companies.
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Registered Address11 Floor – 1St Plot – 91 3 Nanik Niwas, Bhulabhai Desai Road Omer Park Cumballa Hill., Mumbai, Maharashtra, India – 400026
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IndustryFinancial Services, Portfolio Management Services
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
Business Activity of Prism Wealth Management Private Limited
Prism Wealth Management Private Limited is engaged in the principal business activity of financial and insurance activities, with detailed activities including activities auxiliary to financial service and insurance activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance activities | 66 | Activities auxiliary to financial service and insurance activities | Locked |
Business activity turnover details for Prism Wealth Management Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Auditor Details of Prism Wealth Management Private Limited
Prism Wealth Management Private Limited is audited by NIYATI MEHTA & ASSOCIATES for the financial year 2019. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| NIYATI MEHTA & ASSOCIATES | Locked | Locked | Locked |
Complete auditor history for Prism Wealth Management Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
Verified entity values are shown only after access is granted.
Board of Directors of Prism Wealth Management Private Limited
Prism Wealth Management Private Limited is governed by 3 directors who oversee the company's operations and strategic decisions.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
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Sujen Bhavik Jhaveri
Also directs:
Vivaaz Jewels Private Limited
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Director | 10 May 2013 | 13 Years 3 Months | Current |
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Mona Bhavik Jhaveri
Also directs:
Vivaaz Jewels Private Limited
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Director | 17 Jan 2013 | 13 Years 6 Months | Current |
| Bhavik Pravinchand Jhaveri | Director | 17 Jan 2013 | 13 Years 6 Months | Current |
Financials of Prism Wealth Management Private Limited FY 2025 filings available
Prism Wealth Management Private Limited reported revenue of ₹15.05 Lakh for FY 2025.
Ten-year financial statements for Prism Wealth Management Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
Verified entity values are shown only after access is granted.
Ownership and Shareholding of Prism Wealth Management Private Limited
Shareholding and ownership data for Prism Wealth Management Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Charges & Borrowings of Prism Wealth Management Private Limited
| Date | Lender | Amount | Status |
|---|---|---|---|
| 17 Sep 2018 | Others | ₹5.2 Cr | Open |
Total charge records: 1 View all charges
Employees and EPFO Compliance at Prism Wealth Management Private Limited
View historical data on people associated with Prism Wealth Management Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Prism Wealth Management Private Limited
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
GST Compliance of Prism Wealth Management Private Limited
GST registrations and filing compliance for Prism Wealth Management Private Limited
State-wise registrations, return filing status, HSN and SAC details, and jurisdiction records require an active report plan.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
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Credit Ratings, Litigation & Regulatory Alerts for Prism Wealth Management Private Limited
Credit ratings, litigation, and regulatory alerts for Prism Wealth Management Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
Verified entity values are shown only after access is granted.
MSME Payment Delays by Prism Wealth Management Private Limited
MSME payment history for Prism Wealth Management Private Limited
Amounts outstanding to micro and small suppliers, delay reasons, and MSME-1 filing history require an active report plan.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
Verified entity values are shown only after access is granted.
Subsidiaries & Group Companies of Prism Wealth Management Private Limited
Corporate group structure for Prism Wealth Management Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
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MCA Filings & Documents of Prism Wealth Management Private Limited
MCA filings and documents for Prism Wealth Management Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Recent Activity on Prism Wealth Management Private Limited
Frequently Asked Questions about Prism Wealth Management Private Limited
Prism Wealth Management Private Limited is an active private limited company in the financial services sector based in Mumbai, Maharashtra, India. It was incorporated on 17 January 2013 (13+ years old) and is registered under CIN U74120MH2013PTC239741.
Prism Wealth Management Private Limited reported revenue of ₹15.05 Lakh for FY 2025 (up 0.00% YoY).
The current directors of Prism Wealth Management Private Limited are:
- Sujen Bhavik Jhaveri - Director
- Mona Bhavik Jhaveri - Director
- Bhavik Pravinchand Jhaveri - Director
The primary industry of Prism Wealth Management Private Limited is financial services. The company specifically operates in portfolio management services. The company is currently active in this sector.
Prism Wealth Management Private Limited can be reached at the registered office: 11 Floor – 1St Plot – 91 3 Nanik Niwas, Bhulabhai Desai Road Omer Park Cumballa Hill, Mumbai, Maharashtra, India – 400026.
The authorised capital is ₹1 Lakh, and the paid-up capital is ₹1 Lakh.