JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

Active    As on: 03 April, 2024    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, Maharashtra. It's authorized share capital is INR 1,608.20 cr and the total paid-up capital is INR 1,272.86 cr.

Julius Baer Wealth Advisors (India)'s operating revenues range is INR 100 cr - 500 cr for the financial year ending on 31 March, 2022. It's EBITDA has increased by 148.65 % over the previous year. At the same time, it's book networth has increased by 20.50 %. 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 29 September, 2023.

Julius Baer Wealth Advisors (India) Private Limited has five directors - Rahul Malhotra, Umang Jagmohan Papneja, 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 Altimus, 2501, 25th Level, Pandurang Budhkar Marg, Worli, Wo rli, Mumbai, Mumbai, Maharashtra.

  • 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 349
    All financials and shareholder returns available at MCA for download along with latest MoA and AoA.
    Delivery time: 8 working hours (Mon-Fri).
  • INR 249
    Latest Balance Sheet, Profit and Loss# and shareholder return available at MCA for download 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
  • INR 2999
    A pdf report that includes standalone and consolidated financials, risk analysis, cashflows, capital infusion details, litigation, credit ratings, group structure, GST details, Competition analysis and more.
    Delivery time: 2 working days (Mon-Fri).
    View a Sample Report
  • # Wherever available
    * Prices are exclusive of taxes.
    ** Company has reported to have approved financials for 31 March, 2023. However, in case, they are not available at MCA because of non-filing or damage, then we will provide the latest financials downloadable from MCA.
    *** Working hours: 9am-6pm (Mon-Fri)

Company360 plans

360lite-screenshot

Know more about your vendors, clients and competitors.


Financials, scores, ratios, excels, reports and more.

@ 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 blogs:

Unlocking the Essentials: Exploring the Basic Elements of Supply Chain Management

In today's bustling world of commerce, understanding the fundamental......

read more

Unlocking the Essentials: Exploring the Basic Elements of Supply Chain Management

In today's bustling world of commerce, understanding the fundamental......

read more

Demystifying Supply Chain Challenges: A Practical Guide

In the intricate world of supply chain management, companies face a......

read more
View all

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


CIN

U65923MH2014PTC255743

Incorporation Date / Age

27 June, 2014 / 10 yrs

Last Reported AGM Date

29 September, 2023

Authorized Capital

INR 160820.0 Lacs

Paidup Capital

INR 127286.35 Lacs

industry*

Finance

type

Unlisted Private Company

category

Company limited by Shares

subcategory

Non-govt company

Email Address

Login for email address. This is to prevent spam.

Website

Website not known. Click here to let us know.

Registered Address

Altimus, 2501, 25th Level, Pandurang Budhkar Marg, Worli, Wo
rli
Mumbai
Mumbai - 400018
Maharashtra - India

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

A Company report by Tofler is an easy-to-read PDF report that includes company's financial information, ratio analysis, management, group structure, shareholding pattern and more. Such reports can be bought from company pages at Tofler (Sample) or can be downloaded from Company360. Here is the video showing how a report downloaded from Company360 looks like.

JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED - Registration Details
CINU65923MH2014PTC255743
Incorporation Date / Age27 June, 2014 / 10 yrs
Last Reported AGM Date29 September, 2023
Authorized CapitalINR 160820.0 Lacs
Paidup CapitalINR 127286.35 Lacs
industry*Finance
typeUnlisted Private Company
categoryCompany limited by Shares
subcategoryNon-govt company
Email Address
Website
Registered AddressAltimus, 2501, 25th Level, Pandurang Budhkar Marg, Worli, Wo rli Mumbai Mumbai - 400018 Maharashtra - India

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

Provided here are the financial indicators for financial year ending on 31 March, 2022. Actual numbers and updated financial data are included in purchased financial report.
View Sample Report.
Operating Revenue INR 100 cr - 500 cr
EBITDA 148.65 %
Networth 20.50 %
Debt/Equity Ratio 0.00
Return on Equity 1.79 %
See more...

* Company has reported to have approved financials for 31 March, 2023. However, in case, they are not available at MCA because of non-filing or damage, then we will provide the latest financials downloadable from MCA.
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 5 directors and 2 reported key management personnel.


The longest serving director currently on board is Vikram Sundarlal Agarwal who was appointed on 08 May, 2018. Vikram Sundarlal Agarwal has been on the board for more than 5 years. The most recently appointed director is Umang Jagmohan Papneja, who was appointed on 21 October, 2022.


Rahul Malhotra has the largest number of other directorships with a seat at a total of 2 companies. In total, the company is connected to 1 other companies through its directors.


NAME DESIGNATION APPOINTMENT DATE
RAHUL MALHOTRA Director 28 January, 2022 Other directorships - JULIUS BAER CAPITAL (INDIA) PRIVATE LIMITED, 
UMANG JAGMOHAN PAPNEJA KMP 22 August, 2022 No other directorships
UMANG JAGMOHAN PAPNEJA Director 21 October, 2022 Other directorships - JULIUS BAER CAPITAL (INDIA) PRIVATE LIMITED, 
VIKRAM SUNDARLAL AGARWAL Director 08 May, 2018 Other directorships - JULIUS BAER CAPITAL (INDIA) PRIVATE LIMITED, 
BHASKAR LAXMINARAYAN Director 26 July, 2022 No other directorships
ANDREAS FRED ZINGG Director 26 July, 2022 No other directorships
Manali Ashok Joshi KMP 24 April, 2019 No other directorships
NAME DESIGNATION APPOINTMENT DATE
RAHUL MALHOTRA Director 28 January, 2022 View other directorships
UMANG JAGMOHAN PAPNEJA KMP 22 August, 2022 No other directorships
UMANG JAGMOHAN PAPNEJA Director 21 October, 2022 View other directorships
VIKRAM SUNDARLAL AGARWAL Director 08 May, 2018 View other directorships
BHASKAR LAXMINARAYAN Director 26 July, 2022 No other directorships
ANDREAS FRED ZINGG Director 26 July, 2022 No other directorships
Manali Ashok Joshi KMP 24 April, 2019 No other directorships
08 May, 2018

VIKRAM SUNDARLAL AGARWAL

Director

24 April, 2019

Manali Ashok Joshi

KMP

28 January, 2022

RAHUL MALHOTRA

Director

26 July, 2022

BHASKAR LAXMINARAYAN

Director

26 July, 2022

ANDREAS FRED ZINGG

Director

22 August, 2022

UMANG JAGMOHAN PAPNEJA

KMP

21 October, 2022

UMANG JAGMOHAN PAPNEJA

Director

Bank-wise Biggest Charges on Assets

See more...

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
ICICI HOME FINANCE COMPANY LIMITED It was formed in year 1999 in Maharashtra . The company currently has a paid up capital of INR 1,203.53 cr.
1999 Maharashtra 1,203.53 cr Buy financial reports
ENERGY GRID AUTOMATION TRANSFORMERS AND SWITCHGEARS INDIA PRIVATE LIMITED It was formed in year 2010 in Delhi . The company currently has a paid up capital of INR 1,180.10 cr.
2010 Delhi 1,180.10 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
ASMITHA MICROFIN LIMITED It was formed in year 2001 in Telangana . The company currently has a paid up capital of INR 1,137.58 cr.
2001 Telangana 1,137.58 cr Buy financial reports
EDEL FINANCE COMPANY LIMITED It was formed in year 1989 in Maharashtra . The company currently has a paid up capital of INR 1,121.67 cr.
1989 Maharashtra 1,121.67 cr Buy financial reports
CLIX CAPITAL SERVICES PRIVATE LIMITED It was formed in year 1994 in Delhi . The company currently has a paid up capital of INR 1,435.99 cr.
1994 Delhi 1,435.99 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 1,099.46 cr.
2016 Uttar Pradesh 1,099.46 cr Buy financial reports
HOME CREDIT INDIA FINANCE PRIVATE LIMITED It was formed in year 1997 in Delhi . The company currently has a paid up capital of INR 1,091.09 cr.
1997 Delhi 1,091.09 cr Buy financial reports
ARKA FINANCIAL HOLDINGS PRIVATE LIMITED It was formed in year 2021 in Maharashtra . The company currently has a paid up capital of INR 1,016.60 cr.
2021 Maharashtra 1,016.60 cr Buy financial reports
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

SUBSIDIARY COMPANIES

NAME STATE INCORPORATION YEAR PAID UP CAPITAL
JULIUS BAER CAPITAL (INDIA) PRIVATE LIMITED
Maharashtra 1995 431.07 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.

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, 2022.

  • 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 increased by 148.65 % over the previous year. At the same time, it's book networth has increased by 20.50 % for the financial year ending 31 March, 2022.

  • 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 five directors - Rahul Malhotra, Umang Jagmohan Papneja, and others.

  • 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 349
    All financials and shareholder returns available at MCA for download along with latest MoA and AoA.
    Delivery time: 8 working hours (Mon-Fri).
  • INR 249
    Latest Balance Sheet, Profit and Loss# and shareholder return available at MCA for download 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
  • INR 2999
    A pdf report that includes standalone and consolidated financials, risk analysis, cashflows, capital infusion details, litigation, credit ratings, group structure, GST details, Competition analysis and more.
    Delivery time: 2 working days (Mon-Fri).
    View a Sample Report
  • # Wherever available
    * Prices are exclusive of taxes.
    ** Company has reported to have approved financials for 31 March, 2023. However, in case, they are not available at MCA because of non-filing or damage, then we will provide the latest financials downloadable from MCA.
    *** Working hours: 9am-6pm (Mon-Fri)

Company360 plans

360lite-screenshot

Know more about your vendors, clients and competitors.


Financials, scores, ratios, excels, reports and more.

@ 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 blogs:

Unlocking the Essentials: Exploring the Basic Elements of Supply Chain Management

In today's bustling world of commerce, understanding the fundamental......

read more

Unlocking the Essentials: Exploring the Basic Elements of Supply Chain Management

In today's bustling world of commerce, understanding the fundamental......

read more

Demystifying Supply Chain Challenges: A Practical Guide

In the intricate world of supply chain management, companies face a......

read more
View all



Tofler, TWS Systems Private Limited and its officers respect the Intellectual Property Rights of all people. Tofler makes no claim of ownership or affiliation with any trademark (REGISTERED OR UNREGISTERED) that forms part of any Company/LLP name listed on this page. Trademarks, if any, listed on this page belong to their respective owners. Read More