Circle Wealth Advisors Private Limited

Circle Wealth Advisors Private Limited - service in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
CIN U74999MH2016PTC284685 Incorporated 11 August 2016 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Private Limited Company service MSME · Micro
Data last updated
Revenue · FY 2025
₹2.87 Cr
▲ 35% YoY
Net profit · FY 2025
₹6.91 Lakh
Net margin 2.4%
EBITDA · FY 2025
₹18.98 Lakh
EBITDA margin 6.6%
Authorised capital
₹50 Lakh
Registered with MCA
Paid-up capital
₹50 Lakh
Issued & subscribed
Company age
10 yrs
Est. 2016
Directors on board
3
As per MCA filings
Active GSTINs
1
GST registered

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

CIN U74999MH2016PTC284685
Registration Number 284685
Incorporation Date 11 August 2016
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 30 September 2025
Date of Balance Sheet 31 March 2025
Compliance Status Active Compliant
MSME Classification Micro
Udyam Registration UDYAM-MH-19-0146028

Recognitions & Rankings of Circle Wealth Advisors

MSME (Udyam registered) Ministry of MSME
Category
Micro (2024-25)
Udyam number
UDYAM-MH-19-0146028

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 Address
    701/702 Madhava Building Adjacent To Family Court Bandra Kurla Complex Bandra (E), Mumbai, Maharashtra, India – 400051
  • Industry
    Service, Other Support Services

To see the full contact details of Circle Wealth Advisors Private Limited, buy the company report.

Comprehensive company report
Circle Wealth Advisors Private Limited - one report that includes everything
  • 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
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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 codeMain activityBusiness activity codeBusiness activityShare of turnover
NSupport service to OrganizationsN7Other 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 available

Circle Wealth Advisors Private Limited reported revenue of ₹2.87 Cr (up 35% YoY) for FY 2025.

Revenue · FY 2025
₹2.87 Cr ▲ 35%
Net profit · FY 2025
₹6.91 Lakh margin 2.4%
EBITDA · FY 2025
₹18.98 Lakh margin 6.6%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▲ 35%
3 years · compounded
▲ 57%
5 years · compounded
▲ 25%
EBITDA CAGR growth
1 year
▲ 94%
3 years · compounded
▲ 24%
5 years · compounded
▲ 36%

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

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 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

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21
Profitability
EBITDA Margin6.6%
Net Profit Margin2.4%
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.

Current Directors
NameDesignationAppointment DateTenureStatus
Mukul Harishchandra AgarwalDirector11 Aug 201610 Years 2 MonthsCurrent
Saurabh Subhash MittalDirector11 Aug 201610 Years 2 MonthsCurrent
Richa Saurabh MittalDirector12 May 20224 Years 5 MonthsCurrent

Auditor

Circle Wealth Advisors Private Limited is audited by S. J. Singhal & Co for the financial year 2017.

Auditor firmFinancial yearFirm registration number
S. J. Singhal & CoFY 2017109310

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 categoryFY 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.

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.

Total GSTINs
1
Active
1
GSTINStateStatusRegistered on
27AAGCC5999M1ZRMaharashtraActive01 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.

AGM
Circle Wealth Advisors Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Filing
Circle Wealth Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai.
Ceased
Asawari Mandar Godbole ceased to be Director.
Appointed
Richa Saurabh Mittal was appointed as Director.
Appointed
Asawari Mandar Godbole was appointed as Director.
Appointed
Mukul Harishchandra Agarwal was appointed as Director.
Appointed
Saurabh Subhash Mittal was appointed as Director.
Incorporation
11 Aug 2016
Circle Wealth Advisors Private Limited was registered on 11 Aug 2016 with Roc Mumbai & aged 10 years 2 months as per MCA records.

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:

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.