About
Basic Data Updated:
6 days agoPrism 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
- Website1222442
- Telephone1222442
- Email Address1222442
CIN/LLPIN/FCRN | U74120MH2013PTC239741 |
Company No. | 239741 |
Company Classification | Private Limited Indian Non-Government Company |
Incorporation Date | 17 Jan 2013 |
Date of AGM | 30 Sep 2023 |
Date of Balance Sheet | 31 Mar 2023 |
Listing Status | Unlisted |
ROC Code | Roc 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
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Board Members(3)
Charges (Loans)
Lender | Amount | Status |
---|---|---|
Others Creation Date: 17 Sep 2018 | ₹5.20 Cr | Open |
Deals i
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Rating
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Alert
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Related Corporates (Common Directorship)
Vivaaz Jewels Private Limited
Active 10 years 6 monthsBhavik Jhaveri, Sujen Jhaveri and 1 more are mutual person
Recent activity within the organization
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 2023Balance Sheet
Prism Wealth Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2023 with Roc Mumbai.
31 Mar 2023Charges
A charge with Others amounted to Rs. 520.35 Lakh with Charge ID 100218556 was registered on 17 Sep 2018.
17 Sep 2018Director 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 2013Director 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?