JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

Active    As on: 24 January, 2022    Update Info    Print    Share

OVERVIEW - JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

Julius Baer Wealth Advisors (India) Private Limited is an unlisted private company incorporated on 27 June, 2014. It is classified as a private limited company and is located in Mumbai City, Maharashtra. It's authorized share capital is INR 1,108.20 cr and the total paid-up capital is INR 1,008.14 cr.

Julius Baer Wealth Advisors (India)'s operating revenues range is INR 100 cr - 500 cr for the financial year ending on 31 March, 2020. It's EBITDA has decreased by -23.06 % over the previous year. At the same time, it's book networth has decreased by -1.56 %. Other performance and liquidity ratios are available here.

Description: This comlpany is the international reference in private banking, based on solid swiss heritage.

Products & Services: Discretionary Mandates, Investment Advisory, Open Product & Service, Platform Financial Market Services, Global Custody, Financing, Wealth Planning
Category: service Provider

The current status of Julius Baer Wealth Advisors (India) Private Limited is - Active.

The last reported AGM (Annual General Meeting) of Julius Baer Wealth Advisors (India) Private Limited, per our records, was held on 30 September, 2021. Also, as per our records, its last balance sheet was prepared for the period ending on 31 March, 2021.

Julius Baer Wealth Advisors (India) Private Limited has three directors - Shitin Dayalji Desai, Ashish Sharad Gumashta, and others.

The Corporate Identification Number (CIN) of Julius Baer Wealth Advisors (India) Private Limited is U65923MH2014PTC255743. The registered office of Julius Baer Wealth Advisors (India) Private Limited is at 8th floor, Mafatlal Centre, Nariman Point,, Mumbai, Mumbai City, Maharashtra.

  • COMPANY FINANCIALS
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  • INR 499/-
    All financials and shareholder returns filed with MCA since year 2006 upto 31 March, 2021 along with latest MoA and AoA.
    Delivery time: 8 working hours (Mon-Fri).
  • INR 349/-
    Balance Sheet, Profit and Loss# and shareholder return for last three years upto 31 March, 2021 along with latest MoA and AoA.
    Delivery time: 8 working hours (Mon-Fri).
  • INR 249/-
    Balance Sheet, Profit and Loss# and shareholder return for 31 March, 2021 along with latest MoA and AoA.
    Delivery time: 8 working hours (Mon-Fri).
  • INR 799/-
    An easy-to-read PDF report on the company that includes five year financial information, ratio analysis, management, group structure, shareholding pattern and more.
    Delivery time: 1 working day (Mon-Fri).
    View a Sample Report
  • # Wherever available
    * Prices are exclusive of taxes.
    ** Company has reported to have approved financials for 31 March, 2021. However, in case, they are not yet filed with MCA, then last filed financials shall be provided instead.
    *** Working hours: 9am-6pm (Mon-Fri)

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REGISTERED DETAILS - JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED


CIN

U65923MH2014PTC255743

Incorporation Date / Age

27 June, 2014 / 8 yrs

Last Reported AGM Date

30 September, 2021


Authorized Capital

INR 110820.0 Lacs

Paidup Capital

INR 100814.1 Lacs

industry*

Finance


type

Unlisted Private Company

category

Company limited by Shares

subcategory

Non-govt company


Email Address

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Website

Website not known. Click here to let us know.

Registered Address

8th floor, Mafatlal Centre,
Nariman Point,
Mumbai
Mumbai City - 400021
Maharashtra - India


How to download JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED report

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JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED - Registration Details
CINU65923MH2014PTC255743
Incorporation Date / Age27 June, 2014 / 8 yrs
Last Reported AGM Date30 September, 2021
Authorized CapitalINR 110820.0 Lacs
Paidup CapitalINR 100814.1 Lacs
industry*Finance
typeUnlisted Private Company
categoryCompany limited by Shares
subcategoryNon-govt company
Email Address
Website
Registered Address8th floor, Mafatlal Centre, Nariman Point, Mumbai Mumbai City - 400021 Maharashtra - India

FINANCIAL HIGHLIGHTS - JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

Provided here are the financial indicators for financial year ending on 31 March, 2020. Actual numbers and more financial data, updated until 31 March, 2021* are included in purchased financial report.
View Sample Report.
Operating Revenue INR 100 cr - 500 cr
EBITDA -23.06 %
Networth -1.56 %
Debt/Equity Ratio 0.00
Return on Equity -1.54 %

* Company has reported to have approved financials for 31 March, 2021. However, in case, they are not yet filed with MCA, then last filed financials shall be provided instead.

How to get financial reports of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

Tofler Company360 provides access to any Indian company's financial documents, charts, ratio analysis and more. It lets you compare financials of several companies and study performance trends. These financials can also be downloaded in excel format. Here is the video showing how you can study the financials of an Indian company on the Company360 platform.

Directors - JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

The company has 3 directors and 1 reported key management personnel.


The longest serving director currently on board is Shitin Dayalji Desai who was appointed on 13 April, 2015. Shitin Dayalji Desai has been on the board for more than 6 years. The most recently appointed director is Vikram Sundarlal Agarwal, who was appointed on 08 May, 2018.


Shitin Dayalji Desai has the largest number of other directorships with a seat at a total of 8 companies. In total, the company is connected to 8 other companies through its directors.


NAME DESIGNATION APPOINTMENT DATE
SHITIN DAYALJI DESAI Director 13 April, 2015 Other directorships - KOJAM FININVEST LIMITED,  PIRAMAL SECURITIES LIMITED,  DSP TRUSTEE PRIVATE LIMITED,  HEMKO PATENTS DEVELOPMENT PRIVATE LIMITED,  PIRAMAL FUND MANAGEMENT PRIVATE LIMITED,  FOUNDATION FOR PROMOTION OF SPORTS AND GAMES,  SHARDA CROPCHEM LIMITED, 
ASHISH SHARAD GUMASHTA Director 01 July, 2017 Other directorships - JULIUS BAER CAPITAL (INDIA) PRIVATE LIMITED, 
VIKRAM SUNDARLAL AGARWAL Director 08 May, 2018 Other directorships - JULIUS BAER CAPITAL (INDIA) PRIVATE LIMITED, 
Manali Ashok Joshi KMP 24 April, 2019 No other directorships
NAME DESIGNATION APPOINTMENT DATE
SHITIN DAYALJI DESAI Director 13 April, 2015 View other directorships
ASHISH SHARAD GUMASHTA Director 01 July, 2017 View other directorships
VIKRAM SUNDARLAL AGARWAL Director 08 May, 2018 View other directorships
Manali Ashok Joshi KMP 24 April, 2019 No other directorships
13 April, 2015
01 July, 2017
08 May, 2018
24 April, 2019

Manali Ashok Joshi

KMP

Previous Directors - JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

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Bank-wise Biggest Charges on Assets

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Previous Names

MERRILL LYNCH WEALTH ADVISORS PRIVATE LIMITED

Previous CINs

No previous CINs were found for this company.

SIMILAR COMPANIES

NAME INCORPORATION YEAR STATE PAID UP CAPITAL
INFRASTRUCTURE LEASING AND FINANCIAL SERVICES LIMITED It was formed in year 1987 in Maharashtra . The company currently has a paid up capital of INR 983.15 cr.
1987 Maharashtra 983.15 cr Buy financial reports
KISETSU SAISON FINANCE (INDIA) PRIVATE LIMITED It was formed in year 2018 in Karnataka . The company currently has a paid up capital of INR 969.78 cr.
2018 Karnataka 969.78 cr Buy financial reports
SBI CARDS AND PAYMENT SERVICES LIMITED It was formed in year 1998 in Delhi . The company currently has a paid up capital of INR 943.09 cr.
1998 Delhi 943.09 cr Buy financial reports
HOME CREDIT INDIA FINANCE PRIVATE LIMITED It was formed in year 1997 in Haryana . The company currently has a paid up capital of INR 1,091.09 cr.
1997 Haryana 1,091.09 cr Buy financial reports
ICICI HOME FINANCE COMPANY LIMITED It was formed in year 1999 in Maharashtra . The company currently has a paid up capital of INR 1,098.75 cr.
1999 Maharashtra 1,098.75 cr Buy financial reports
ANHEUSER BUSCH INBEV INDIA LIMITED It was formed in year 1988 in Maharashtra . The company currently has a paid up capital of INR 897.40 cr.
1988 Maharashtra 897.40 cr Buy financial reports
UTKARSH SMALL FINANCE BANK LIMITED It was formed in year 2016 in Uttar Pradesh . The company currently has a paid up capital of INR 895.50 cr.
2016 Uttar Pradesh 895.50 cr Buy financial reports
ASMITHA MICROFIN LIMITED It was formed in year 2001 in Telangana . The company currently has a paid up capital of INR 1,143.08 cr.
2001 Telangana 1,143.08 cr Buy financial reports
INDIA INFRADEBT LIMITED It was formed in year 2012 in Maharashtra . The company currently has a paid up capital of INR 867.87 cr.
2012 Maharashtra 867.87 cr Buy financial reports
VOLKSWAGEN FINANCE PRIVATE LIMITED It was formed in year 2009 in Maharashtra . The company currently has a paid up capital of INR 1,168.80 cr.
2009 Maharashtra 1,168.80 cr Buy financial reports

SUBSIDIARY COMPANIES

NAME STATE INCORPORATION YEAR PAID UP CAPITAL
Maharashtra 1995 233.44 cr

Company Network - JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

Company Network • Tofler Business Research Platform
How to use company network of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

Tofler Company network is a powerful feature that allows you to explore and discover common directorships between companies. It helps you find out other directorships of an Indian director and where else he has business interests. The feature is available for unlimited use in Company360 platform. Here is the video showing how you can explore company networks to discover hidden relationships between companies.

About - JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED Edit

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FAQ - JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

  • What is the Incorporation date of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED?

    The Incorporation Date of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED is 27 June, 2014.

  • What is the operating revenue of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED?

    The operating revenue of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED is in the range of INR 100 cr - 500 cr for the financial year ending on 31 March, 2020.

  • What is the change in EBITDA of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED since last year?

    The EBITDA of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED has decreased by -23.06 % over the previous year. At the same time, it's book networth has decreased by -1.56 % for the financial year ending 31 March, 2020.

  • What is the business of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED?

    This comlpany is the international reference in private banking, based on solid swiss heritage..

  • Which Products and Services are provided by JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED?

    The products and services offered by JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED are Discretionary Mandates, Investment Advisory, Open Product & Service, Platform Financial Market Services, Global Custody, Financing, Wealth Planning.

  • Who are the directors of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED?

    Julius Baer Wealth Advisors (India) Private Limited has three directors - Shitin Dayalji Desai, Ashish Sharad Gumashta, and others.

Online Lead Generation - Anshuk Agarwal - The Modern SME
  • COMPANY FINANCIALS
  • INR 349/-
    Company360 is an interactive dashboard that provides more than 3 years company’s financials, ratios, charts, network and features like lists, comparator, financial alerts, pdf reports, and excel downloads.
    Learn More
  • INR 499/-
    All financials and shareholder returns filed with MCA since year 2006 upto 31 March, 2021 along with latest MoA and AoA.
    Delivery time: 8 working hours (Mon-Fri).
  • INR 349/-
    Balance Sheet, Profit and Loss# and shareholder return for last three years upto 31 March, 2021 along with latest MoA and AoA.
    Delivery time: 8 working hours (Mon-Fri).
  • INR 249/-
    Balance Sheet, Profit and Loss# and shareholder return for 31 March, 2021 along with latest MoA and AoA.
    Delivery time: 8 working hours (Mon-Fri).
  • INR 799/-
    An easy-to-read PDF report on the company that includes five year financial information, ratio analysis, management, group structure, shareholding pattern and more.
    Delivery time: 1 working day (Mon-Fri).
    View a Sample Report
  • # Wherever available
    * Prices are exclusive of taxes.
    ** Company has reported to have approved financials for 31 March, 2021. However, in case, they are not yet filed with MCA, then last filed financials shall be provided instead.
    *** Working hours: 9am-6pm (Mon-Fri)

Company360 plans

360lite-screenshot

Know more about the businesses you deal with. About your vendors, clients and competitors.

@ INR 9000/quarter

take free trial

Join our newsletter

For business and industry related insights, twice in a month. No spam.

Check out our latest newsletters:




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