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Julius Baer Wealth Advisors (India)
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JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

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Maharashtra ›

Finance ›

Active

Updated: 05 Nov 2024

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

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.

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Industry and products

Finance

Investment Advisory, Wealth Planning, Open Product & Service, Global Custody, Discretionary Mandates, Financing, Platform Financial Market Services

Company size

Auth Capital

₹ 1,608.2 Cr

Paidup Capital

₹ 1,272.9 Cr

Revenue

₹ 300-400 cr

Key Metrics

** All rupee values in INR crores. Based on March 2024 numbers.

Total Revenue

56.72%

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EBITDA

2802.45%

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Net Profit

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Networth

30.43%

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Borrowings

-100.0%

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Assets

31.53%

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Gross Margin

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Operating Margin

17.25

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Net Profit Margin

22.08

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Return on Equity

4.51

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ROCE

6.73

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Debt to Equity

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Sales

Mar 2024

Net worth

Mar 2024

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Locations

India (9)

State	Type	Address

Locations on Map

People

Designation	Name	DIN/PAN	Tenure
Kmp	Umang Jagmohan Papneja	<HIDDEN>	3 years
Director	Umang Jagmohan Papneja	07357053	3 years
Director	Abhishek Ramesh Chandra	08696992	1 years
Director	Bhaskar Laxminarayan	09662243	3 years
Director	Andreas Fred Zingg	09682553	3 years
Kmp	Purva Mahesh Joshi	<HIDDEN>	1 years

Financial Highlights

Financials upto March 2024 available in Tofler Pro

	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024
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Net margin

Balance Sheet

Standalone

Consolidated

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Percentage of assets	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024
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	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024
Equity Capital	1,008.1	1,008.1	1,114.9	1,114.9	1,272.9
Reserves	9.9	34.9	153.1	184.0	355.8
Borrowings +	1,109.0	1,313.0	1,865.5	2,005.8	3,024.1
Long term borrowings	2.2	0.9	0.2	-	-
Short term borrowings	1,106.8	1,312.1	1,865.3	2,005.8	3,024.1
Trade payables +	82.4	91.5	155.9	88.4	106.3
Days payable	-	-	-	-	-
Other liabilities +	161.0	187.7	259.5	217.4	293.1
Other non-current liabilities	34.7	39.7	41.8	52.7	104.1
Other current liabilities	43.9	56.5	61.8	76.2	82.7
Total liabilities	2,287.9	2,543.6	3,393.1	3,522.1	4,945.9
Fixed Assets +	574.9	566.3	556.4	560.5	642.7
Tangible assets	19.5	20.2	19.1	29.3	120.3
CWIP	0.3	0.3	0.3	3.5	0.7
Intangible assets	555.0	545.8	536.9	527.7	521.7
LT loans and advances	-	-	-	-	-
Other non-current assets	6.0	5.7	9.6	23.0	67.6
Current assets +	1,707.1	1,971.7	2,827.1	2,938.6	4,235.5
Inventories	-	-	-	-	-
Trade receivables	65.1	85.0	94.2	83.0	85.4
Cash and cash equivalents	256.9	130.4	212.2	247.3	235.1
ST loans and advances	1,283.0	1,622.8	2,334.6	2,466.7	3,713.8
Other current assets	102.1	133.5	186.1	141.7	201.2
Total assets	2,287.9	2,543.6	3,393.1	3,522.1	4,945.9

Percentage of assets	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024
Equity Capital	44.06	39.63	32.86	31.65	25.74
Reserves	0.43	1.37	4.51	5.23	7.19
Borrowings +	48.47	51.62	54.98	56.95	61.14
Long term borrowings	0.1	0.03	0.01	0.0	0.0
Short term borrowings	48.38	51.58	54.97	56.95	61.14
Trade payables	3.6	3.6	4.59	2.51	2.15
Other liabilities +	7.04	7.38	7.65	6.17	5.93
Other non-current liabilities	1.52	1.56	1.23	1.5	2.1
Other current liabilities	1.92	2.22	1.82	2.16	1.67
Total liabilities
Fixed Assets +	25.13	22.26	16.4	15.91	12.99
Tangible assets	0.85	0.79	0.56	0.83	2.43
CWIP	0.01	0.01	0.01	0.1	0.01
Intangible assets	24.26	21.46	15.82	14.98	10.55
LT loans and advances	0.0	0.0	0.0	0.0	0.0
Other non-current assets	0.26	0.22	0.28	0.65	1.37
Current assets +	74.61	77.52	83.32	83.43	85.64
Inventories	0.0	0.0	0.0	0.0	0.0
Trade receivables	2.85	3.34	2.78	2.36	1.73
Cash and cash equivalents	11.23	5.13	6.25	7.02	4.75
ST loans and advances	56.08	63.8	68.8	70.04	75.09
Other current assets	4.46	5.25	5.48	4.02	4.07
Total assets

Total assets

Charges on assets

Bank wise

Charges

HDFC Bank Limited

No. of Loans: 31

Total Amount : 3.8 cr

Charge Holder	Amount	Date of creation/modification
HDFC Bank Limited	0.1 cr	15 Oct, 2019
HDFC Bank Limited	0.1 cr	07 Oct, 2019
HDFC Bank Limited	0.3 cr	26 Dec, 2018
HDFC Bank Limited	0.3 cr	20 Apr, 2017
HDFC Bank Limited	0.2 cr	11 Jan, 2017
HDFC Bank Limited	0.1 cr	10 Aug, 2016
HDFC Bank Limited	0.1 cr	10 Aug, 2016
HDFC Bank Limited	0.1 cr	01 Jul, 2016
HDFC Bank Limited	0.1 cr	17 Jun, 2016
HDFC Bank Limited	0.1 cr	09 Jun, 2016
HDFC Bank Limited	0.2 cr	03 May, 2016
HDFC Bank Limited	0.1 cr	06 Apr, 2016
HDFC Bank Limited	0.1 cr	29 Feb, 2016
HDFC Bank Limited	0.1 cr	29 Jan, 2016
HDFC Bank Limited	0.1 cr	27 Jan, 2016
HDFC Bank Limited	0.1 cr	17 Dec, 2015
HDFC Bank Limited	0.3 cr	15 Dec, 2015
HDFC Bank Limited	0.3 cr	15 Dec, 2015
HDFC Bank Limited	0.1 cr	15 Dec, 2015
HDFC Bank Limited	0.4 cr	05 Dec, 2015
HDFC Bank Limited	0.1 cr	05 Dec, 2015
HDFC Bank Limited	0.0 cr	05 Dec, 2015
HDFC Bank Limited	0.0 cr	05 Dec, 2015
HDFC Bank Limited	0.1 cr	05 Dec, 2015
HDFC Bank Limited	0.0 cr	05 Dec, 2015
HDFC Bank Limited	0.0 cr	05 Dec, 2015
HDFC Bank Limited	0.0 cr	05 Dec, 2015
HDFC Bank Limited	0.0 cr	05 Dec, 2015
HDFC Bank Limited	0.1 cr	05 Dec, 2015
HDFC Bank Limited	0.1 cr	05 Dec, 2015
HDFC Bank Limited	0.0 cr	05 Dec, 2015

Charges

HDFC Bank Limited

Company Network

Companies connected through Directors

Name	Status	Paid up Capital	Common Directors	Address
JULIUS BAER CAPITAL (INDIA) PRIVATE LIMITED	Active	431.1 Cr	1	Maharashtra

Subsidiary Companies

Name	State / Country	Incorporation Year	Paidup Capital
JULIUS BAER CAPITAL (INDIA) PRIVATE LIMITED	Maharashtra	1995	₹ 431.1 Cr

Tofler Score

Poor

Fair

Good

Very Good

Excellent

Risk

Severe Risk

No risks identified

Moderate Risk

No risks identified

Low Risk

No risks identified

About Tofler Score

Tofler Score measures the quality of performance and integrity of a company. It is dependent on three key factors - Sustainability, Governance, and Growth.

CIN

U65923MH2014PTC255743

PAN

AAJCM2685F

Incorporation

2014, 11.0 years

Company Email

IN.corporatesecretary@juliusbaer.com

Paid up Capital

₹ 1,272.9 Cr

Authorised Capital

₹ 1,608.2 Cr

AGM

Sep 2024

Type

Private

Non-government Company

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 authorized share capital of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED?

The authorized share capital of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED is INR ₹ 1,608.2 Cr.

What is the paid-up capital of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED?

The paid-up capital of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED is INR ₹ 1,272.9 Cr.

What is the registered address of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED?

The registered address of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED is Altimus, 2501, 25th Level, Pandurang Budhkar Marg, Worli, Wo rli Mumbai Mumbai Maharashtra - 400018

What is the CIN number of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED?

The CIN number of JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED is U65923MH2014PTC255743.

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