About Wmg Wealth Private Limited
Data last updated: 08 January 2026
Wmg Wealth Private Limited is a private limited company based in Bangalore, Karnataka, India. It specialises in financial product distributors, a part of the broader financial services sector. Incorporated on 16 May 2011, the company has been in operation for over 15 years.
Registered with ROC Bangalore under CIN U65190KA2011PTC058663.
Capital: an authorised share capital of ₹50 Lakh and a paid-up capital of ₹50 Lakh. Formerly known as Wmg India Private Limited and Wmg Wealth Private Limited. It is led by directors Sreekara Indavara Poornesh and Rashmi Mukkatira Belliappa.
Last AGM: 30 September 2024. Financial statements filed for year ended 31 March 2024. Office: 21/19 Craig Park Layout M G Road, Bangalore, Karnataka, India – 560001.
As per the financials filed for FY 2025, the company reported a revenue of ₹8.21 Cr, a growth of 43% compared to the previous year.
The company has a workforce of approximately 10 employees as per the latest available data.
The company is associated with 1 brand - Wmg Wealth. As per MCA filings, the company has open charges of ₹1.41 Cr on record.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website wmgwealthadvisory.com.
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Registered Address21/19 Craig Park Layout M G Road, Bangalore, Karnataka, India – 560001
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IndustryFinancial Services, Financial Product Distributors
- 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
Name History of Wmg Wealth Private Limited
Wmg Wealth Private Limited has undergone 4 name changes throughout its history. The current legal name is Wmg Wealth Private Limited, reflecting the company's evolution and rebranding over time.
| Company Name | Status |
|---|---|
| Wmg Wealth Private Limited | Current |
| Wmg India Private Limited | Previous |
| Wmg Investment Services Private Limited | Previous |
| Wmg Advisory And Services Private Limited | Previous |
Associated Brands with Wmg Wealth Private Limited
Wmg Wealth Private Limited operates one associated brand: WMG Wealth. These brands represent Wmg Wealth Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Provides comprehensive investment and wealth management services to clients. | wmgwealthadvisory.com |
Competitors & Alternatives of Wmg Wealth Private Limited
Brands and companies operating in the same space as Wmg Wealth Private Limited include Fidelity Investments, UTI Mutual Fund, Goldman Sachs and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Fidelity Investments
|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | Boston, United States, United States | 1946 |
UTI Mutual Fund
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Mutual funds, portfolio management, and retirement planning services are offered. | Mumbai, India, India | 2001 |
Goldman Sachs
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Investment banking services are delivered across multiple financial sectors. | New York, United States, United States | 1869 |
S&P Global
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Platform offering business intelligence solutions that combine data and actionable analytics for clients | New York, United States, United States | 1917 |
Sundaram Finance
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Provider of consumer & SME loans and equipment & vehicle leasing services | Chennai, India, India | 1954 |
Bank of America
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Commercial banking and asset management services are offered worldwide. | Charlotte, United States, United States | 1904 |
State Street
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Financial services are provided to asset managers worldwide. | Boston, United States, United States | - |
FIS
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Software suites for banks and financial institutions are provided. | Jacksonville, United States, United States | 1968 |
Avendus
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Corporate advisory and investment services are provided to clients. | Mumbai, India, India | 1999 |
360 One
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Asset and wealth management software is provided for businesses. | Mumbai, India, India | 2008 |
Business Activity of Wmg Wealth Private Limited
Wmg Wealth 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 Wmg Wealth 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 Wmg Wealth Private Limited
Wmg Wealth Private Limited is audited by Suraj and Tarun Chartered Accountants for the financial year 2023. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| Suraj and Tarun Chartered Accountants | Locked | Locked | Locked |
Complete auditor history for Wmg Wealth 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 Wmg Wealth Private Limited
Wmg Wealth Private Limited is currently managed by 2 directors, with 5 former directors having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
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Sreekara Indavara Poornesh
Also directs:
Wmg Investment Advisors Llp, Wmg Edge Properties Llp, Wmg-Bcl Consulting Llp and 4 more
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Director | 16 May 2011 | 15 Years 2 Months | Current |
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Rashmi Mukkatira Belliappa
Also directs:
W M G Gift Ifsc Llp, Wmg Broking Private Limited
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Director | 08 Jan 2019 | 7 Years 6 Months | Current |
Financials of Wmg Wealth Private Limited FY 2024 filings available
Wmg Wealth Private Limited reported revenue of ₹8.21 Cr (up 43.00% YoY) for FY 2025.
Ten-year financial statements for Wmg Wealth 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 Wmg Wealth Private Limited
Shareholding and ownership data for Wmg Wealth 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 Wmg Wealth Private Limited
| Date | Lender | Amount | Status |
|---|---|---|---|
| 02 Jul 2025 | Hdfc Bank Limited | ₹20 Lakh | Open |
| 28 May 2024 | Hdfc Bank Limited | ₹20 Lakh | Open |
| 30 Dec 2023 | Hdfc Bank Limited | ₹60.9 Lakh | Open |
| 29 Mar 2022 | Hdfc Bank Limited | ₹39.97 Lakh | Open |
Total charge records: 4 View all charges
Employees and EPFO Compliance at Wmg Wealth Private Limited
Wmg Wealth Private Limited has a workforce of 10 employees as of Mar 21, 2024.
Employee and EPFO history for Wmg Wealth 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 Wmg Wealth Private Limited
GST registrations and filing compliance for Wmg Wealth 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
Verified entity values are shown only after access is granted.
Credit Ratings, Litigation & Regulatory Alerts for Wmg Wealth Private Limited
Credit ratings, litigation, and regulatory alerts for Wmg Wealth 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 Wmg Wealth Private Limited
MSME payment history for Wmg Wealth 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 Wmg Wealth Private Limited
Corporate group structure for Wmg Wealth 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
Verified entity values are shown only after access is granted.
MCA Filings & Documents of Wmg Wealth Private Limited
MCA filings and documents for Wmg Wealth 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 Wmg Wealth Private Limited
Frequently Asked Questions about Wmg Wealth Private Limited
Wmg Wealth Private Limited is an active private limited company in the financial services sector based in Bangalore, Karnataka, India. It was incorporated on 16 May 2011 (15+ years old) and is registered under CIN U65190KA2011PTC058663. The company has 10 employees.
Wmg Wealth Private Limited reported revenue of ₹8.21 Cr for FY 2025 (up 43.00% YoY).
The current directors of Wmg Wealth Private Limited are:
- Sreekara Indavara Poornesh - Director
- Rashmi Mukkatira Belliappa - Director
The primary industry of Wmg Wealth Private Limited is financial services. The company specifically operates in financial product distributors. The company is currently active in this sector.
Wmg Wealth Private Limited can be reached at the registered office: 2119 Craig Park Layout M G Road, Bangalore, Karnataka, India – 560001, or through the website wmgwealthadvisory.com.
The authorised capital is ₹50 Lakh, and the paid-up capital is ₹50 Lakh.