Prism Wealth Management Private Limited
About Prism Wealth Management Private Limited
Data last updated:
Prism Wealth Management Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the portfolio management services segment of the financial services sector. It was incorporated on 17 January 2013 and has been in existence for over 13 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74120MH2013PTC239741.
The company has 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.
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 Bhulabhai Desai Road Omer Park, Mumbai, Maharashtra.
As per the financials filed for FY 2025, the company reported a revenue of ₹15.05 Lakh. For the same year it recorded a net loss of ₹8.8 Lakh (net margin -58.5%) and EBITDA of -₹11.89 Lakh (EBITDA margin -79%). Revenue has grown at a compounded annual rate (CAGR) of 28% over three years and 15% over five years.
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.
Company details
Contact details
Prism Wealth Management Private Limited's registered office is in Mumbai, Maharashtra. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Registered Address11 Floor – 1st Plot – 91 3 Nanik Niwas, Bhulabhai Desai Road Omer Park Cumballa Hill., Mumbai, Maharashtra, India – 400026
- IndustryFinancial Services, Portfolio Management Services
To see the full contact details of Prism 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 Prism 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 Prism Wealth Management Private Limited, buy the company report.
Financials of Prism Wealth Management Private Limited
FY 2025 filings availablePrism Wealth Management Private Limited reported revenue of ₹15.05 Lakh for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 15% over five years. EBITDA fell 18% 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 | -₹11.89 Lakh | ||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | -₹8.8 Lakh | ||||
| 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 | -79% | ||||
| Net Profit Margin | -58.5% | ||||
| 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 Prism Wealth Management Private Limited, buy the company report.
Board of directors of Prism Wealth Management Private Limited
Prism Wealth Management has 3 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Sujen Bhavik Jhaveri Also directs: Vivaaz Jewels Private Limited | Director | 10 May 2013 | 13 Years 5 Months | Current |
| Mona Bhavik Jhaveri Also directs: Vivaaz Jewels Private Limited | Director | 17 Jan 2013 | 13 Years 9 Months | Current |
| Bhavik Pravinchand Jhaveri | Director | 17 Jan 2013 | 13 Years 9 Months | Current |
Auditor
Prism Wealth Management Private Limited is audited by NIYATI MEHTA & ASSOCIATES for the financial year 2019.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| NIYATI MEHTA & ASSOCIATES | FY 2019 | 135049W |
Shareholding
The shareholding of Prism 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 Prism Wealth Management Private Limited, buy the company report.
Charges & borrowings
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 17 Sep 2018 | 100218556 | Others | ₹5.2 Cr | Open |
Total charge records: 1 View all charges
Legal cases
No court or tribunal cases involving Prism Wealth Management Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Prism Wealth Management Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
No GST registration is on our record for Prism Wealth Management Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Prism Wealth Management Private Limited has 3 board changes on record since 2013: 3 appointments. The latest: Sujen Bhavik Jhaveri was appointed as Director on 10 May 2013.
Frequently asked questions
Prism Wealth Management is an active private limited company based in Mumbai, Maharashtra, India. The company works in portfolio management services, within the financial services industry. It was incorporated on 17 January 2013 (13+ years old) and is registered under CIN U74120MH2013PTC239741.
Prism Wealth Management has 3 current directors:
- Sujen Bhavik Jhaveri - Director
- Mona Bhavik Jhaveri - Director
- Bhavik Pravinchand Jhaveri - Director
The latest financial statements of Prism 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 CIN (Corporate Identification Number) of Prism Wealth Management is U74120MH2013PTC239741. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Prism Wealth Management was incorporated on 17 January 2013, making it 13+ years old. It is registered with the Registrar of Companies, Mumbai.
Sujen Bhavik Jhaveri was appointed as Director on 10 May 2013. Bhavik Pravinchand Jhaveri was appointed as Director on 17 Jan 2013. Mona Bhavik Jhaveri was appointed as Director on 17 Jan 2013.
The registered office of Prism Wealth Management is at 11 Floor – 1st Plot – 91 3 Nanik Niwas, Bhulabhai Desai Road Omer Park Cumballa Hill., Mumbai, Maharashtra, India – 400026.
Prism Wealth Management operates in the financial services industry, in the portfolio management services segment.
Prism Wealth Management has open charges of ₹5.2 Cr and no satisfied charges on record as per latest MCA filings.
The compliance status of Prism Wealth Management is compliant as of 07 September 2026. The company is actively filing with the Registrar of Companies.