Circle Wealth Advisors Profile
Key Indicators
- Authorised Capital ₹ 5.00 M
- Paid Up Capital ₹ 5.00 M
- Company Age 8 Year, 6 Months
- Last Filing with ROC 31 Mar 2024
About Circle Wealth Advisors
Circle Wealth Advisors Private Limited (CWAPL) is a Private Limited Indian Non-Government Company incorporated in India on 11 August 2016 (Eight years and six months 2 days old ). Its registered office is in Mumbai, Maharashtra, India.
The Company is engaged in the Service Industry.
The Company's status is Active, and it has filed its Annual Returns and Financial Statements up until 31 March 2024. It's a company limited by shares with an authorized capital of Rs 5.00 M and a paid-up capital of Rs 5.00 M, as per Ministry of Corporate Affairs (MCA) records.
Saurabh Mittal, Mukul Agarwal, and Richa Mittal serve as directors at the Company.
Company Details
-
Location
Mumbai, Maharashtra, India
-
Telephone
+91-XXXXXXXXXX
-
Email Address
-
Website
-
Social Media
Corporate Identity Details
-
CIN/LLPIN
U74999MH2016PTC284685
-
Company No.
284685
-
Company Classification
Private Limited Indian Non-Government Company
-
Incorporation Date
11 Aug 2016
-
Date of AGM
30 Sep 2024
-
Date of Balance Sheet
31 Mar 2024
-
Listing Status
Unlisted
-
ROC Code
Roc Mumbai
Industry
What products or services does Circle Wealth Advisors Private Limited offer?
Circle Wealth Advisors Private Limited offers a wide range of products and services, including Financial Service, Financial Planning, Corporate Finance & Leasing Advisors, Investment Service.
Who are the key members and board of directors at Circle Wealth Advisors?
Board Members (3)
Name | Designation | Appointment Date | Status |
---|---|---|---|
Richa Mittal
![]() |
Director | 12-May-2022 | Current |
Mukul Agarwal
![]() |
Director | 11-Aug-2016 | Current |
Saurabh Mittal
![]() |
Director | 11-Aug-2016 | Current |
Financial Performance of Circle Wealth Advisors.
Circle Wealth Advisors Private Limited, for the financial year ended 2017, experienced no change in revenue, with a 0% increase. The company also saw a no change in profitability, with a 0% increase in profit. The company's net worth witnessed no change by increase of 0%.
![Graph illustrating revenue growth over time](/Images/financial/revenue-growth.webp)
![Graph showing profit and loss trends over time](/Images/financial/profit-loss.webp)
- Key Matrics
- Balance Sheet
- Profit and Loss
- Cash Flow
- Ratios
Metrics |
|
(FY 2022) | (FY 2021) | (FY 2020) | (FY 2019) | ||
---|---|---|---|---|---|---|---|
Total Revenue |
|
||||||
Revenue from Operations |
|
||||||
Total Assets |
|
||||||
Profit or Loss |
|
||||||
Net Worth |
|
||||||
EBITDA |
|
What is the Ownership and Shareholding Structure of Circle Wealth Advisors?
In 2017, Circle Wealth Advisors had a promoter holding of 100.00%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.
![Shareholding Indicator graph](/Images/tcc-login/Shareholding-Indiacator-1200.webp)
Charges (Loans)
![Placeholder for charges-related data](/Images/tcc-no-data-images/Charges.webp)
There are no open charges registered against the company as per our records.
How Many Employees Work at Circle Wealth Advisors?
Unlock and access historical data on people associated with Circle Wealth Advisors, such as employment history, contributions to the Employees' Provident Fund Organization (EPFO), and related information.
![Graph showing employee growth trends](/Images/tcc-login/Employee-Graph.webp)
Deals i
![Graph showing company valuation over time](/Images/tcc-login/Valuation-Graph-small.webp)
Gain comprehensive insights into the Deals and Valuation data of Circle Wealth Advisors, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Circle Wealth Advisors's trajectory.
Rating
![Graph displaying rating trends over time](/Images/tcc-login/Rating-Graph-small.webp)
Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.
Alerts
![Alert Indicator](/Images/tcc-login/Alert-Indicator-small.webp)
Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.