

Plan Ahead Wealth Advisors Profile
Key Indicators
- Authorised Capital ₹ 0.50 M
- Paid Up Capital ₹ 0.10 M
- Company Age 16 Year, 8 Months
- Last Filing with ROC 31 Mar 2024
- Satisfied Charges ₹ 8.00 M
- Revenue Growth 21.43%
- Profit Growth 25.62%
- Ebitda 65.02%
- Net Worth 35.52%
- Total Assets 36.73%
About Plan Ahead Wealth Advisors
Plan Ahead Wealth Advisors Private Limited (PAWAPL) is a leading Private Limited Indian Non-Government Company incorporated in India on 26 August 2008 and has a history of 16 years and eight months. Its registered office is in Mumbai, Maharashtra, India.
The Company is engaged in the Financial Services 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 0.50 M and a paid-up capital of Rs 0.10 M.
The company has closed loans amounting to ₹8.00 M, and has no open charges as per Ministry of Corporate Affairs (MCA) records.
Vishal Dhawan, Shalini Dhawan, and Dhruv Dhawan serve as directors at the Company.
Company Details
- Location
Mumbai, Maharashtra, India
- Telephone
+91-XXXXXXXXXX
- Email Address
- Website
- Social Media
- Apps
Corporate Identity Details
- CIN/LLPIN
U74140MH2008PTC186197
- Company No.
186197
- Company Classification
Private Limited Indian Non-Government Company
- Incorporation Date
26 Aug 2008
- 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 Plan Ahead Wealth Advisors Private Limited offer?
Plan Ahead Wealth Advisors Private Limited offers a wide range of products and services, including Financial Service, Financial Planning, Corporate Finance & Leasing Advisors, Fund Management Services, Wealth Management Services, Wealth Advisory Service.
Who are the key members and board of directors at Plan Ahead Wealth Advisors?
Board Members (3)
Name | Designation | Appointment Date | Status |
---|---|---|---|
Vishal Dhawan ![]() | Director | 26-Aug-2008 | Current |
Shalini Dhawan ![]() | Director | 26-Aug-2008 | Current |
Dhruv Dhawan ![]() | Director | 31-May-2024 | Current |
Financial Performance of Plan Ahead Wealth Advisors.
Plan Ahead Wealth Advisors Private Limited, for the financial year ended 2022, experienced significant growth in revenue, with a 21.43% increase. The company also saw a substantial improvement in profitability, with a 25.62% increase in profit. The company's net worth Soared by an impressive increase of 35.52%.


- 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 Plan Ahead Wealth Advisors?
Unlock access to Plan Ahead Wealth Advisors's control and ownership data, Corporate Shareholding Patterns, Funding (security allotment) details, Foreign Institutional Investor information, Directors and Key Management Personnel (KMP) Remuneration, Group Structure, Overseas Direct Investment and other pertinent data.

Related Corporates (Common Directorship)
- Network Fp Knowledge Solutions Private Limited
Vishal Dhawan is a mutual person
Charges (Loans)
₹0
₹8.00 M
Charges Breakdown by Lending Institutions
- Standard Chartered Bank : 0.80 Cr
Latest Charge Details
Date | Lender | Amount | Status |
---|---|---|---|
04 Oct 2017 | Standard Chartered Bank | ₹4.00 M | Satisfied |
28 Mar 2013 | Standard Chartered Bank | ₹4.00 M | Satisfied |
How Many Employees Work at Plan Ahead Wealth Advisors?
Plan Ahead Wealth Advisors has a workforce of 24 employees as of Apr 04, 2024. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.

Deals i

Gain comprehensive insights into the Deals and Valuation data of Plan Ahead 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 Plan Ahead Wealth Advisors's trajectory.
Rating

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

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 Plan Ahead Wealth Advisors
Recent activity within the organization
- Annual General Meeting
Plan Ahead Wealth Advisors Private Limited last Annual general meeting of members was held on 30 Sep 2024 as per latest MCA records.
- Director Appointment
Dhruv Dhawan was appointed as a Director was appointed as a Director on 31 May 2024 & has been associated with this company since 11 months 10 days .
- Balance Sheet
Plan Ahead Wealth Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Mumbai.
- Charges
A charge registered on 04 Oct 2017 via Charge ID 100139879 with Standard Chartered Bank was fully satisfied on 15 Oct 2020.
- Charges
A charge with Standard Chartered Bank amounted to Rs. 4.00 M with Charge ID 100139879 was registered on 04 Oct 2017.
- Charges
A charge registered on 28 Mar 2013 via Charge ID 10413979 with Standard Chartered Bank was fully satisfied on 17 Jul 2017.
Frequently asked questions
What is the Incorporation or founding date of Plan Ahead Wealth Advisors Private Limited?
Plan Ahead Wealth Advisors Private Limited was incorporated on 26 Aug 2008.
What is authorized share capital and paid-up capital of Plan Ahead Wealth Advisors Private Limited?
The authorized share capital of Plan Ahead Wealth Advisors Private Limited is ₹ 0.50 M and paid-up capital is ₹ 0.10 M.
Who are the current board members & directors of Plan Ahead Wealth Advisors Private Limited?
Currently 3 directors are associated with Plan Ahead Wealth Advisors Private Limited.
- Vishal Anil Dhawan
- Shalini Vishal Dhawan
- Dhruv Dhawan
What is the registered address of Plan Ahead Wealth Advisors Private Limited?
As per Ministry of Corporate Affairs (Mca), the registered address of Plan Ahead Wealth Advisors Private Limited is A-401 Fairlink Centre Behind Monginis Factory Off. Andheri Link Road, West India, Andheri West, Maharashtra, 400058.
What is the corporate identification number (CIN) and company number of Plan Ahead Wealth Advisors Private Limited?
The corporate identification number (CIN) of Plan Ahead Wealth Advisors Private Limited is U74140MH2008PTC186197 and the company number is 186197 as per Ministry of Corporate Affairs (MCA).
What is the official website of Plan Ahead Wealth Advisors Private Limited?
The Official website of Plan Ahead Wealth Advisors Private Limited is https://www.planahead.in
What has been the recent revenue trend for Plan Ahead Wealth Advisors Private Limited?
According to the financial reports for the fiscal year 2022, the revenue trend for Plan Ahead Wealth Advisors Private Limited has risen by 21.43%.
How many employees does Plan Ahead Wealth Advisors Private Limited currently have?
As Per 2022 financial reports, 24 employees are currently employed by Plan Ahead Wealth Advisors Private Limited.
What change has been observed in the net worth of Plan Ahead Wealth Advisors Private Limited, and by what percentage?
The financial reports for the fiscal year 2022 indicates that The net worth of Plan Ahead Wealth Advisors Private Limited has experienced an upsurge of 35.52%.
When was the last Balance Sheet of Plan Ahead Wealth Advisors Private Limited filed with the ROC?
The most recent Balance Sheet for Plan Ahead Wealth Advisors Private Limited was filed with the ROC on 31 Mar 2024.
Search company & director profiles for free and gain access to critical business data.
- 3.1M+ Companies
- 15M+ Legal Cases
- 525K+ Credit Ratings
- 5.8M+ Directors & KMP
- 750K+ Regulatory Alerts
- 1.1M+ Companies' Financial Records