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Julius Baer Wealth Advisors (India) Location T. Score
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JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

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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

Finance
Products
  • Wealth Planning, Financing, Platform Financial Market Services, Open Product & Service, Discretionary Mandates, Investment Advisory, Global Custody
Key Metrics

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

Sales
56.44%
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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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MCA Fillings

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    ₹ 349
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    ₹ 249
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PDF Reports

  • Financial report
    ₹ 799
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  • Due diligence report
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* GST not included

** Reports & MCA filings will be based on the latest available financials.

Locations

indian flag India (9)
State Type Address

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Financial Highlights

** All numbers in INR crores
Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024
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Networth
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Margins

Gross margin
Operating margin
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Balance Sheet

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%
** All numbers in INR crores
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Total assets

Profit & Loss

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** All numbers in INR crores
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Revenue from operations

Ratios

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Ratios

Current ratio
Debt/equity ratio

Charges on assets

Bank wise
Charges
1

HDFC Bank Limited

No. of Loans: 31

Total Amount : 3.8 cr

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Charges

HDFC Bank Limited

People

Designation Name DIN/PAN Tenure
Kmp Umang Jagmohan Papneja <HIDDEN> 2 years
Director Umang Jagmohan Papneja 07357053 2 years
Director Abhishek Ramesh Chandra 08696992 1 years
Director Bhaskar Laxminarayan 09662243 2 years
Director Andreas Fred Zingg 09682553 2 years
Kmp Purva Mahesh Joshi <HIDDEN> 0 years

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

Registered Details

CIN

U65923MH2014PTC255743

PAN

AAJCM2685F

Incorporation

2014, 10.5 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

Last Balance Sheet Date

Mar 2024 Updated on : 05 Nov 2024
* This is the date provided by MCA, but availability for this year is not guaranteed.

FAQ - JULIUS BAER WEALTH ADVISORS (INDIA) PRIVATE LIMITED

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

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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?

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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?

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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?

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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?

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

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