Plan Ahead Wealth Advisors Private Limited

Financial services company providing planning, creation, management, protection, and taxation services through web portal.

2008 | Mumbai, Maharashtra (India) | Active
Last Updated: January 11, 2025

Plan Ahead Wealth Advisors Profile

Key Indicators

  • Authorised Capital ₹ 0.50 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 16 Year, 5 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 five 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

Financial Services

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 Country flag representing In Director 26-Aug-2008 Current
Shalini Dhawan Country flag representing In Director 26-Aug-2008 Current
Dhruv Dhawan Country flag representing In 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%.

Graph illustrating revenue growth over time
Graph showing profit and loss trends over time
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023) YOY Growth
(FY 2022) (FY 2021) (FY 2020) (FY 2019)
Total Revenue
21.43%
Revenue from Operations
22.36%
Total Assets
36.73%
Profit or Loss
25.62%
Net Worth
35.52%
EBITDA
65.02%

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.

Shareholding Indicator graph

Charges (Loans)

Open Charges

₹0

Satisfied Charges

₹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.

Graph showing employee growth trends

Deals i

Graph showing company valuation over time

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

Graph displaying rating trends over time

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

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.

    30 Sep 2024

  • 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 8 months 1 day .

    31 May 2024

  • Balance Sheet

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

    31 Mar 2024

  • Charges

    A charge registered on 04 Oct 2017 via Charge ID 100139879 with Standard Chartered Bank was fully satisfied on 15 Oct 2020.

    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.

    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.

    17 Jul 2017

Frequently asked questions

  • Plan Ahead Wealth Advisors Private Limited was incorporated on 26 Aug 2008.

  • The authorized share capital of Plan Ahead Wealth Advisors Private Limited is ₹ 0.50 M and paid-up capital is ₹ 0.10 M.

  • Currently 3 directors are associated with Plan Ahead Wealth Advisors Private Limited.

    • Vishal Anil Dhawan
    • Shalini Vishal Dhawan
    • Dhruv Dhawan
  • 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.

  • 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).

  • The Official website of Plan Ahead Wealth Advisors Private Limited is https://www.planahead.in

  • 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%.

  • As Per 2022 financial reports, 24 employees are currently employed by Plan Ahead Wealth Advisors Private Limited.

  • 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%.

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