Circle Wealth Advisors Private Limited

Founded in 2016 and headquartered in Maharashtra, India.

2016 | Mumbai, Maharashtra (India) | Active
Last Updated:

Circle Wealth Advisors Profile

Key Indicators

  • Authorised Capital ₹ 5.00 M
  • Paid Up Capital ₹ 5.00 M
  • Company Age 8 Year, 8 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 eight months 22 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

Service

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.

Company report

Circle Wealth Advisors Private Limited

Explore comprehensive data for Circle Wealth Advisors Private Limited, including financials, compliance details, shareholding patterns, and litigation history.

Who are the key members and board of directors at Circle Wealth Advisors?

Board Members (3)

NameDesignationAppointment DateStatus
Richa Mittal Country flag representing In Director 12-May-2022Current
Mukul Agarwal Country flag representing In Director 11-Aug-2016Current
Saurabh Mittal Country flag representing In Director 11-Aug-2016Current

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%.

Circle Wealth Advisors revenue growth over time
Circle Wealth Advisors profit and loss trends over time
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
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(FY 2023)YOY Growth
(FY 2022)(FY 2021)(FY 2020)(FY 2019)
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Revenue from Operations
Total Assets
Profit or Loss
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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

Charges (Loans)

Placeholder for charges-related data

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.

Employee growth trends for Circle Wealth Advisors Private Limited

Deals i

Graph showing company valuation over time

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

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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

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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.

Latest Updates, News, and FAQs on Circle Wealth Advisors

Recent activity within the organization

  • Annual General Meeting

    Circle Wealth Advisors Private Limited last Annual general meeting of members was held on 30 Sep 2024 as per latest MCA records.

  • Balance Sheet

    Circle Wealth Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Mumbai.

  • Director Appointment

    Richa Saurabh Mittal was appointed as a Director was appointed as a Director on 12 May 2022 & has been associated with this company since 2 years 11 months .

  • Director Appointment

    Saurabh Subhash Mittal was appointed as a Director was appointed as a Director on 11 Aug 2016 & has been associated with this company since 8 years 8 months .

  • Director Appointment

    Mukul Harishchandra Agarwal was appointed as a Director was appointed as a Director on 11 Aug 2016 & has been associated with this company since 8 years 8 months .

  • Company Incorporation

    Circle Wealth Advisors Private Limited was registered on 11 Aug 2016 with Roc Mumbai & aged 8 years 8 months as per MCA records.

Frequently asked questions

  • What is the Incorporation or founding date of Circle Wealth Advisors Private Limited?

    Circle Wealth Advisors Private Limited was incorporated on 11 Aug 2016.

  • What is authorized share capital and paid-up capital of Circle Wealth Advisors Private Limited?

    The authorized share capital of Circle Wealth Advisors Private Limited is ₹ 5.00 M and paid-up capital is ₹ 5.00 M.

  • Who are the current board members & directors of Circle Wealth Advisors Private Limited?

    Currently 3 directors are associated with Circle Wealth Advisors Private Limited.

    • Saurabh Subhash Mittal
    • Mukul Harishchandra Agarwal
    • Richa Saurabh Mittal
  • What is the registered address of Circle Wealth Advisors Private Limited?

    As per Ministry of Corporate Affairs (Mca), the registered address of Circle Wealth Advisors Private Limited is 701/702 Madhava Building Adjacent To Family Court Bandra Kurla Complex (E), India, Mumbai, Maharashtra, 400051.

  • What is the corporate identification number (CIN) and company number of Circle Wealth Advisors Private Limited?

    The corporate identification number (CIN) of Circle Wealth Advisors Private Limited is U74999MH2016PTC284685 and the company number is 284685 as per Ministry of Corporate Affairs (MCA).

  • What is the official website of Circle Wealth Advisors Private Limited?

    The Official website of Circle Wealth Advisors Private Limited is https://www.cwa.co.in

  • When was the last Balance Sheet of Circle Wealth Advisors Private Limited filed with the ROC?

    The most recent Balance Sheet for Circle Wealth Advisors Private Limited was filed with the ROC on 31 Mar 2024.

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