- Category
- Micro (2024-25)
- Udyam number
- UDYAM-MH-19-0146028

About Circle Wealth Advisors Private Limited
Data last updated:
Circle Wealth Advisors Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the support services segment of the services sector. It was incorporated on 11 August 2016 and has been in existence for over 10 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74999MH2016PTC284685. Its GSTIN is 27AAGCC5999M1ZR (Maharashtra).
The company has an authorised share capital of ₹50 Lakh and a paid-up capital of ₹50 Lakh. It is led by directors including Mukul Harishchandra Agarwal and Saurabh Subhash Mittal.
Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at 701/702 Madhava Building Adjacent To Family Court Bandra Kurla Complex Bandra (E), Mumbai, Maharashtra, India – 400051.
As per the financials filed for FY 2025, the company reported a revenue of ₹2.87 Cr, a growth of 35% compared to the previous year. For the same year it recorded a net profit of ₹6.91 Lakh (net margin 2.4%) and EBITDA of ₹18.98 Lakh (EBITDA margin 6.6%). Revenue has grown at a compounded annual rate (CAGR) of 57% over three years and 25% over five years.
Circle Wealth Advisors Private Limited is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-MH-19-0146028). The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website cwa.co.in.
Company details
Recognitions & Rankings of Circle Wealth Advisors
Contact details
Circle Wealth Advisors Private Limited's registered office is in Mumbai, Maharashtra. Its website is cwa.co.in. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Registered Address701/702 Madhava Building Adjacent To Family Court Bandra Kurla Complex Bandra (E), Mumbai, Maharashtra, India – 400051
- IndustryService, Other Support Services
To see the full contact details of Circle Wealth Advisors Private Limited, buy the company report.
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
Business activity
The main business activity of Circle Wealth Advisors is support service to organizations. In detail, this covers other support services to organizations.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| N | Support service to Organizations | N7 | Other support services to organizations |
To see the full business activity and turnover split of Circle Wealth Advisors Private Limited, buy the company report.
Financials of Circle Wealth Advisors Private Limited
FY 2025 filings availableCircle Wealth Advisors Private Limited reported revenue of ₹2.87 Cr (up 35% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 25% over five years, including 35% growth in the latest year. EBITDA rose 94% in the latest year. Three- and five-year figures are compounded annual growth rates (CAGR): the steady yearly rate that links the first and the last year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profit and Loss Statement | |||||
| Revenue from Operations | |||||
| Other Income | |||||
| Total Revenue | |||||
| Cost of Materials Consumed | |||||
| Employee Benefit Expense | |||||
| Finance Costs | |||||
| Depreciation and Amortisation | |||||
| Other Expenses | |||||
| Total Expenses | |||||
| EBITDA | ₹18.98 Lakh | ||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | ₹6.91 Lakh | ||||
| Balance Sheet | |||||
| Share Capital | |||||
| Reserves and Surplus | |||||
| Net Worth (Total Equity) | |||||
| Long-term Borrowings | |||||
| Short-term Borrowings | |||||
| Trade Payables | |||||
| Total Liabilities | |||||
| Fixed Assets | |||||
| Investments | |||||
| Inventories | |||||
| Trade Receivables | |||||
| Cash and Bank Balance | |||||
| Total Assets | |||||
Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 6.6% | ||||
| Net Profit Margin | 2.4% | ||||
| Return on Equity (ROE) | |||||
| Return on Capital Employed (ROCE) | |||||
| Return on Assets (ROA) | |||||
| Liquidity and Debt | |||||
| Current Ratio | |||||
| Quick Ratio | |||||
| Debt-to-Equity Ratio | |||||
| Interest Coverage Ratio | |||||
| Efficiency and Growth | |||||
| Asset Turnover | |||||
| Receivable Days | |||||
| Payable Days | |||||
| Inventory Days | |||||
| Revenue Growth | |||||
| Net Profit Growth | |||||
To see the full financial statements and ratios of Circle Wealth Advisors Private Limited, buy the company report.
Board of directors of Circle Wealth Advisors Private Limited
Circle Wealth Advisors has 3 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Mukul Harishchandra Agarwal | Director | 11 Aug 2016 | 10 Years 2 Months | Current |
| Saurabh Subhash Mittal | Director | 11 Aug 2016 | 10 Years 2 Months | Current |
| Richa Saurabh Mittal | Director | 12 May 2022 | 4 Years 5 Months | Current |
Auditor
Circle Wealth Advisors Private Limited is audited by S. J. Singhal & Co for the financial year 2017.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| S. J. Singhal & Co | FY 2017 | 109310 |
Shareholding
The shareholding of Circle Wealth Advisors Private Limited is on record for FY 2017, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2017 |
|---|---|
| Promoters | |
| Domestic institutional investors (DII) | |
| Foreign institutional investors (FII) | |
| Public | |
| Others |
To see the full shareholding pattern of Circle Wealth Advisors Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Circle Wealth Advisors Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Circle Wealth Advisors Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Circle Wealth Advisors has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AAGCC5999M1ZR | Maharashtra | Active | 01 Jul 2017 |
To see the full GST registrations and return filing status of Circle Wealth Advisors Private Limited, buy the company report.
Recent activity
Circle Wealth Advisors Private Limited has 5 board changes on record since 2016: 4 appointments and 1 cessation. The latest: Asawari Mandar Godbole ceased to be Director on 03 Nov 2023.
Frequently asked questions
Circle Wealth Advisors is an active private limited company based in Mumbai, Maharashtra, India. The company works in other support services, within the service industry. It was incorporated on 11 August 2016 (10+ years old) and is registered under CIN U74999MH2016PTC284685.
Circle Wealth Advisors has 3 current directors:
- Mukul Harishchandra Agarwal - Director
- Saurabh Subhash Mittal - Director
- Richa Saurabh Mittal - Director
The latest financial statements of Circle Wealth Advisors on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from FY 2017 are in the company report.
The GSTIN of Circle Wealth Advisors is 27AAGCC5999M1ZR, registered in Maharashtra.
The CIN (Corporate Identification Number) of Circle Wealth Advisors is U74999MH2016PTC284685. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Circle Wealth Advisors was incorporated on 11 August 2016, making it 10+ years old. It is registered with the Registrar of Companies, Mumbai.
Asawari Mandar Godbole ceased to be Director on 03 Nov 2023. Richa Saurabh Mittal was appointed as Director on 12 May 2022. Asawari Mandar Godbole was appointed as Director on 12 Aug 2021. Circle Wealth Advisors has 5 board changes on record in total.
Yes, Circle Wealth Advisors is registered as a micro enterprise under Udyam registration (number: UDYAM-MH-19-0146028).
Circle Wealth Advisors can be reached through the website cwa.co.in. Its registered office is in Mumbai, Maharashtra, India.
The registered office of Circle Wealth Advisors is at 701702 Madhava Building Adjacent To Family Court Bandra Kurla Complex Bandra E, Mumbai, Maharashtra, India – 400051.