Prism Wealth Management Private Limited Company Logo

Prism Wealth Management Private Limited - Company Profile

It is a financial services private limited company based in Mumbai, Maharashtra, India, established in 2013.

2013 | Mumbai, Maharashtra, India | Active
Last Updated:

About Prism Wealth Management Private Limited

Prism Wealth Management Private Limited, a active private limited company, was established on 17 January 2013 in Mumbai, Maharashtra, India. Engaging in portfolio management services within the financial and insurance service sector, it holds CIN: U74120MH2013PTC239741. Registered under ROC Roc Mumbai. it is unlisted. It has an authorized capital of ₹0.10 M and a paid-up capital of ₹0.10 M.

It upholds a compliant status. Its leadership includes Sujen Bhavik Jhaveri (Director), Mona Bhavik Jhaveri (Director), Bhavik Pravinchand Jhaveri (Director). It holds ₹5.20 Cr open charges and no settled loans. Its latest AGM occurred on 30 September 2024, with the balance sheet filed on 31 March 2024. It is based at 11, Floor- 1St, Plot-91, 3, Nanik Niwas,, Bhulabhai Desai Road, Omer Park, Cumballa Hill., Mumbai, Maharashtra, 400026.

Company Details

  • CIN/LLPIN

    U74120MH2013PTC239741

  • Registration Number

    239741

  • Incorporation Date

    17 January 2013

  • Authorized Capital

    ₹0.10 M

  • Paid-Up Capital

    ₹0.10 M

  • ROC Code

    Roc Mumbai

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Indicators

  • Authorised Capital ₹ 0.10 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 12 Year, 10 Months
  • Last Filing with ROC 31 Mar 2024
  • Open Charges ₹ 5.20 Cr
  • Revenue Growth %
  • Profit Growth -22.91%
  • Ebitda -24.01%
  • Net Worth 17.51%
  • Total Assets 4.40%
Company report

Prism Wealth Management Private Limited

Company Report FY 2025-2026

Explore comprehensive insights into Prism Wealth Management 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 Prism Wealth Management Private Limited?

Current Directors

NameDesignationAppointment DateStatus
Sujen Bhavik JhaveriDirector10 May 2013Current
Mona Bhavik JhaveriDirector17 Jan 2013Current
Bhavik Pravinchand JhaveriDirector17 Jan 2013Current

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Financial Performance of Prism Wealth Management.

Prism Wealth Management Private Limited, for the financial year ended 2022, experienced no change in revenue, with a 0% increase. The company also saw a substantial fall in profitability, with a 22.91% decrease in profit. The company's net worth Soared by an impressive increase of 17.51%.

Prism Wealth Management revenue growth over time
Prism Wealth Management profit and loss trends over time
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023)YOY Growth
(FY 2022)(FY 2021)(FY 2020)(FY 2019)
Total Revenue
Revenue from Operations
Total Assets
4.40%
Profit or Loss
-22.91%
Net Worth
17.51%
EBITDA
-24.01%

What is the Ownership and Shareholding Structure of Prism Wealth Management?

In 2019, Prism Wealth Management had a promoter holding of 100.00%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

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Charges (Loans)

Open Charges

₹52,034,604.00

Satisfied Charges

₹0

Charges Breakdown by Lending Institutions

  • Others : 5.20 Cr

Latest Charge Details

DateLenderAmountStatus
17 Sep 2018Others₹5.20 CrOpen

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How Many Employees Work at Prism Wealth Management?

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

Employee growth trends for Prism Wealth Management Private Limited

Deals i

Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Prism Wealth Management, 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 Prism Wealth Management's trajectory.

Rating

Graph displaying rating trends over time

Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts

Alert Indicator

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.

Latest Updates, News, and FAQs on Prism Wealth Management

Recent Activity within the Organization

  • Annual General Meeting

    Progress on Prism Wealth Management Private Limited last Annual general meeting of members was held on 30 Sep 2024 as per latest MCA records. was documented.

  • Balance Sheet

    Prism Wealth Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Mumbai. was recorded as a recent event.

  • Charges

    The activity A charge with Others amounted to Rs. 52.03 M with Charge ID 100218556 was registered on 17 Sep 2018. was completed.

  • Director Appointment

    The activity Sujen Bhavik Jhaveri was appointed as a Director was appointed as a Director on 10 May 2013 & has been associated with this company since 12 years 6 months . was completed.

  • Director Appointment

    The activity Mona Bhavik Jhaveri was appointed as a Director was appointed as a Director on 17 Jan 2013 & has been associated with this company since 12 years 10 months . was completed.

  • Director Appointment

    Progress on Bhavik Pravinchand Jhaveri was appointed as a Director was appointed as a Director on 17 Jan 2013 & has been associated with this company since 12 years 10 months . was documented.

Frequently Asked Questions

  • What is the CIN of Prism Wealth Management Private Limited?

    The CIN of Prism Wealth Management Private Limited is U74120MH2013PTC239741.

  • Where is Prism Wealth Management Private Limited headquartered?

    Prism Wealth Management Private Limited is headquartered at 11, Floor- 1St, Plot-91, 3, Nanik Niwas,, Bhulabhai Desai Road, Omer Park, Cumballa Hill., Mumbai, Maharashtra, 400026.

  • When was Prism Wealth Management Private Limited incorporated?

    Prism Wealth Management Private Limited was incorporated on 17 January 2013.

  • Who are the current directors of Prism Wealth Management Private Limited?

    The current directors of Prism Wealth Management Private Limited are

  • What is the primary industry of Prism Wealth Management Private Limited?

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

  • Is Prism Wealth Management Private Limited a listed company?

    Prism Wealth Management Private Limited is unlisted.

  • What is the capital structure of Prism Wealth Management Private Limited?

    The authorized capital of Prism Wealth Management Private Limited is ₹0.10 M, and the paid-up capital is ₹0.10 M.

  • What is the compliance status of Prism Wealth Management Private Limited?

    The compliance status of Prism Wealth Management Private Limited is Compliant.

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