Plan Ahead Wealth Advisors Profile
Key Indicators
- Authorised Capital ₹ 0.50 M
as on 16-07-2024
- Paid Up Capital ₹ 0.10 M
as on 16-07-2024
- Company Age 16 Year, 3 Months
- Last Filing with ROC 31 Mar 2023
- Satisfied Charges ₹ 8.00 M
as on 16-07-2024
- Revenue 21.43%
(FY 2022)
- Profit 25.61%
(FY 2022)
- Ebitda 24.88%
(FY 2022)
- Net Worth 35.52%
(FY 2022)
- Total Assets 36.73%
(FY 2022)
About Plan Ahead Wealth Advisors
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 2023. 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 and Shalini Dhawan serve as directors at the Company.
- CIN/LLPIN
U74140MH2008PTC186197
- Company No.
186197
- Company Classification
Private Limited Indian Non-Government Company
- Incorporation Date
26 Aug 2008
- Date of AGM
29 Sep 2023
- Date of Balance Sheet
31 Mar 2023
- Listing Status
Unlisted
- ROC Code
Roc Mumbai
Industry
Company Details
- Location
Andheri West, Maharashtra, India
- Telephone
- Email Address
- Website
- Social Media
- Apps
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(2)
| Name | Designation | Appointment Date | Status |
|---|---|---|---|
Vishal Dhawan  | Director | 26-Aug-2008 | Current |
| Shalini Dhawan | Director | 26-Aug-2008 | 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 25.61% increase in profit. The company's net worth Soared by an impressive increase of 35.52%.
- Key Matrics
- Balance Sheet
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- Cash Flow
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What is the Ownership and Shareholding Structure of Plan Ahead Wealth Advisors?
In 2022, Plan Ahead 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.
Related Corporates (Common Directorship)
Network Fp Knowledge Solutions Private LimitedActive 12 years 3 monthsVishal Dhawan is a mutual person
Charges (Loans)
| Lender | Amount | Status |
|---|---|---|
Standard Chartered Bank Creation Date: 04 Oct 2017 | ₹4.00 M | Satisfied |
Standard Chartered Bank Creation Date: 28 Mar 2013 | ₹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.
