SG Wealth Management Solutions Private Limited
About SG Wealth Management Solutions Private Limited
Data last updated:
SG Wealth Management Solutions Private Limited is a private limited company based in Mumbai, Maharashtra, India. The company is currently under liquidation, meaning its assets are being sold to settle outstanding debts. It may not have the legal capacity to fulfil new contracts. It operates in the wealth management segment of the financial services sector. It was incorporated on 23 August 2007.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74140MH2007PTC173389.
The company has an authorised share capital of ₹33 Cr and a paid-up capital of ₹32.51 Cr. It was formerly known as Exclusive Portfolio Advisors Private Limited. It is led by directors including Sandra Martyres and Sameer Gupta.
Its last annual general meeting (AGM) was held on 22 November 2011, and its latest financial statements are for the year ended 31 March 2011. The registered office is at Maker IV 13 Floor Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021.
Court records list 1 case involving the company, including 1 filed by the company.
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- Registered AddressMaker IV 13 Floor Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021
- IndustryFinancial Services, Wealth Management
- 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
- One PDF report, delivered after checkout
Financials of SG Wealth Management Solutions Private Limited FY 2011 filings available
Financial Statement Summary of SG Wealth Management Solutions Private Limited
| Metrics | FY 2010-11 |
|---|---|
| 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 | •••• |
| Profit Before Tax | •••• |
| Tax Expense | •••• |
| Net Profit (PAT) | •••• |
| 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 of SG Wealth Management Solutions Private Limited
| Metrics | FY 2010-11 |
|---|---|
| Profitability | |
| EBITDA Margin | •••• |
| Net Profit Margin | •••• |
| 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 | •••• |
Paid data: the figures shown as dots are available after purchase of the company report. Figures as filed with the MCA in Form AOC-4. The full year-wise statements and ratios of SG Wealth Management Solutions are in the company report.
Financial statements from 2015
Earlier years and trend charts are in the company report.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
Verified entity values are shown only after access is granted.
Board of Directors of SG Wealth Management Solutions Private Limited
SG Wealth Management Solutions has 3 current directors and 12 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Milind Vyankatesh Kulkarni | Additional Director | 22 May 2012 | 14 Years 4 Months | As last reported |
| Sandra Martyres Also directs: Commtel Networks Limited, Kokuyo Workplace India Limited, Daystar Travels Private Limited and 1 more | Director | 03 Jul 2008 | 18 Years 3 Months | As last reported |
| Sameer Gupta | Director | 15 Jun 2011 | 15 Years 4 Months | As last reported |
Charges & Borrowings of SG Wealth Management Solutions Private Limited
SG Wealth Management Solutions Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Legal Cases of SG Wealth Management Solutions Private Limited
SG Wealth Management Solutions Private Limited has 1 court case on record: 1 filed by SG Wealth Management Solutions. All case is disposed. Status as checked on 03 Oct 2026.
Cases by court
| Court | Cases | Against the company | Pending |
|---|---|---|---|
| High courts | 1 | 0 | 0 |
Cases on record (1 of 1)
| Court | Type of case | Party | Status |
|---|---|---|---|
| Bombay High Court | Court case (CSP) | Filed by the company | Disposed |
Full case history
All 1 cases with case numbers, court, year-wise trend, opposite parties and decision dates are in the company report.
- Every case with its case number
- Year-wise trend
- Opposite parties
- Decision dates and orders
Verified entity values are shown only after access is granted.
Case records are compiled from court listings and may lag the court's own records. A case filed against a company is not a finding against it.
Employees and EPFO Compliance at SG Wealth Management Solutions Private Limited
Employment history and EPFO contributions of people linked to SG Wealth Management Solutions.
Employee and EPFO history
Monthly headcount, contribution history and filing status are in the company report.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
Recent Activity on SG Wealth Management Solutions Private Limited
SG Wealth Management Solutions Private Limited has 14 board changes on record since 2008: 3 appointments and 11 cessations. The latest: Milind Vyankatesh Kulkarni was appointed as Additional Director on 22 May 2012.
5 earlier events are listed in the company report.
Credit Ratings, Litigation & Regulatory Alerts for SG Wealth Management Solutions Private Limited
Credit ratings, litigation, and regulatory alerts
Credit ratings, court records and regulatory alerts are in the company report.
- 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 SG Wealth Management Solutions Private Limited
MSME payment history
Amounts due to small suppliers, the reasons given and MSME-1 filings are in the company report.
- 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 SG Wealth Management Solutions Private Limited
Corporate group structure
Parent, subsidiary, associate and joint venture records with holdings are in the company report.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
Verified entity values are shown only after access is granted.
GST Compliance of SG Wealth Management Solutions Private Limited
GST registrations and filing compliance
State-wise GST registrations, return filing status and HSN or SAC codes are in the company report.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
Verified entity values are shown only after access is granted.
MCA Filings & Documents of SG Wealth Management Solutions Private Limited
MCA filings and documents
Filed forms, annual returns, financial statements and charge filings with their dates are in the company report.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Frequently Asked Questions about SG Wealth Management Solutions Private Limited
SG Wealth Management Solutions is currently "Under Liquidation" as per MCA records. The company's assets are being sold to settle outstanding debts owed to creditors. A company under liquidation may not have the legal capacity to fulfil new contracts, and creditors are prioritised in the distribution of proceeds. This is a high-risk status - caution is strongly advised.
SG Wealth Management Solutions is a company under liquidation, formerly operating as a private limited company based in Mumbai, Maharashtra, India. The company works in wealth management, within the financial services industry. It was incorporated on 23 August 2007 and is registered under CIN U74140MH2007PTC173389. Caution is advised - the company may not have the legal capacity to fulfil new agreements.
SG Wealth Management Solutions has 3 current directors:
- Milind Vyankatesh Kulkarni - Additional Director
- Sandra Martyres - Director
- Sameer Gupta - Director
The CIN (Corporate Identification Number) of SG Wealth Management Solutions is U74140MH2007PTC173389. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
SG Wealth Management Solutions has 1 court case on record: 1 filed by the company.
SG Wealth Management Solutions was incorporated on 23 August 2007. It is registered with the Registrar of Companies, Mumbai.
Milind Vyankatesh Kulkarni was appointed as Additional Director on 22 May 2012. Daniel Max Truchi ceased to be Director on 27 Mar 2012. Sameer Gupta was appointed as Director on 15 Jun 2011. SG Wealth Management Solutions has 14 board changes on record in total.
The registered office of SG Wealth Management Solutions is at Maker IV 13 Floor Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021.
SG Wealth Management Solutions has an authorised share capital of ₹33 Cr and a paid-up capital of ₹32.51 Cr.
SG Wealth Management Solutions operates in the financial services industry, in the wealth management segment.