Smartway Financial Planners Private Limited
About Smartway Financial Planners Private Limited
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Smartway Financial Planners Private Limited is a private limited company based in Bathinda, Punjab, India. It operates in the financial brokerage segment of the financial services sector. It was incorporated on 27 May 2008 and has been in existence for over 18 years.
The company is registered with the Registrar of Companies (ROC), Chandigarh, under CIN U74140PB2008PTC031966.
The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It was formerly known as Smartway Financial Plainners Private Limited. It is led by directors Sunaina Garg and Rakesh Garg.
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 #4421 1st Floor Above Obc Bank Bazar, Bathinda, Punjab, India – 151001.
As per the financials filed for FY 2025, the company reported a revenue of ₹15,750, reflecting significant growth compared to the previous year. For the same year it recorded a net profit of ₹7,376 (net margin 46.8%) and EBITDA of ₹10,396 (EBITDA margin 66%). Revenue has declined at a compounded annual rate (CAGR) of 70% over three years and 61% over five years.
The current compliance status is marked as compliant by the Registrar of Companies.
Company details
Contact details
Smartway Financial Planners Private Limited's registered office is in Bathinda, Punjab. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Registered Address#4421 1st Floor Above Obc Bank Bazar, Bathinda, Punjab, India – 151001
- IndustryFinancial Services, Financial Brokerage, Advisory, Consultancy
To see the full contact details of Smartway Financial Planners 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 Smartway Financial Planners is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of Smartway Financial Planners Private Limited, buy the company report.
Financials of Smartway Financial Planners Private Limited
FY 2025 filings availableSmartway Financial Planners Private Limited reported revenue of ₹15,750 (up 186% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue rose 186% in the latest year, though over five years it has declined at a compounded annual rate (CAGR) of 61%. 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 |
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| EBITDA | ₹10,396 | ||||
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| Net Profit (PAT) | ₹7,376 | ||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| Profitability | |||||
| EBITDA Margin | 66% | ||||
| Net Profit Margin | 46.8% | ||||
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To see the full financial statements and ratios of Smartway Financial Planners Private Limited, buy the company report.
Board of directors of Smartway Financial Planners Private Limited
Smartway Financial Planners has 2 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Sunaina Garg Also directs: Smartway Finserv Limited | Director | 27 May 2008 | 18 Years 5 Months | Current |
| Rakesh Garg Also directs: Smartway Finserv Limited | Director | 27 May 2008 | 18 Years 5 Months | Current |
Peer comparison
Smartway Financial Planners Private Limited is compared with the 10 companies closest to it by revenue in the same principal business activity (financial advisory, brokerage and consultancy services), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Simplifylives (OPC) Private Limited | ₹16,000 (FY 2018) | Pune, Maharashtra, India | ||||
| Riddhi Financial Consultants Private Limited | ₹16,000 (FY 2017) | -37.0% | Pune, Maharashtra, India | |||
| Asities Equity Consultant Limited | ₹15,980 (FY 2017) | -37.0% | Delhi, India | |||
| Mass Facility Cards Private Limited | ₹15,812 (FY 2021) | 14.0% | Madurai, Tamil Nadu, India | |||
| Lavita Consulting Private Limited | ₹15,806 (FY 2023) | -86.0% | Bangalore, Karnataka, India | |||
| Smartway Financial Planners Private Limitedthis company | ₹15,750 (FY 2025) | ₹7,376 | 46.8% | 186.0% | Bathinda, Punjab, India | |
| Baghel Finserv Private Limited | ₹15,690 (FY 2024) | -92.0% | Bhopal, Madhya Pradesh, India | |||
| Quails Sales Limited | ₹15,600 (FY 2017) | 51.0% | Mumbai, Maharashtra, India | |||
| Core Concept Consultants Private Limited | ₹15,599 (FY 2021) | -53.0% | Kolkata, West Bengal, India | |||
| MVR Management Services Private Limited | ₹15,530 (FY 2018) | Hyderabad, Telangana, India | ||||
| Marketmagnify Investment Adviser and Research Private Limited | ₹15,500 (FY 2022) | -89.0% | Jabalpur, Madhya Pradesh, India |
To see the full peer comparison of Smartway Financial Planners Private Limited, buy the company report.
Auditor
Smartway Financial Planners Private Limited is audited by JR GARG & ASSOCIATES for the financial year 2017.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| JR GARG & ASSOCIATES | FY 2017 | 082837 |
Shareholding
The shareholding of Smartway Financial Planners Private Limited is on record for 2 financial years, the latest being FY 2017, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2017 | FY 2016 |
|---|---|---|
| Promoters | ||
| Domestic institutional investors (DII) | ||
| Foreign institutional investors (FII) | ||
| Public | ||
| Others |
To see the full shareholding pattern of Smartway Financial Planners Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Smartway Financial Planners 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 Smartway Financial Planners Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
No GST registration is on our record for Smartway Financial Planners Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Smartway Financial Planners Private Limited has 2 board changes on record since 2008: 2 appointments. The latest: Rakesh Garg was appointed as Director on 27 May 2008.
Frequently asked questions
Smartway Financial Planners is an active private limited company based in Bathinda, Punjab, India. The company works in financial brokerage, within the financial services industry. It was incorporated on 27 May 2008 (18+ years old) and is registered under CIN U74140PB2008PTC031966.
Smartway Financial Planners has 2 current directors:
- Sunaina Garg - Director
- Rakesh Garg - Director
The latest financial statements of Smartway Financial Planners 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 2015 are in the company report.
The CIN (Corporate Identification Number) of Smartway Financial Planners is U74140PB2008PTC031966. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Smartway Financial Planners was incorporated on 27 May 2008, making it 18+ years old. It is registered with the Registrar of Companies, Chandigarh.
The peers of Smartway Financial Planners by revenue are Simplifylives (OPC) Private Limited, Riddhi Financial Consultants Private Limited, Asities Equity Consultant Limited, Mass Facility Cards Private Limited, Lavita Consulting Private Limited and 5 more, all in the same principal business activity (financial advisory, brokerage and consultancy services).
Rakesh Garg was appointed as Director on 27 May 2008. Sunaina Garg was appointed as Director on 27 May 2008.
The registered office of Smartway Financial Planners is at #4421 1st Floor Above Obc Bank Bazar, Bathinda, Punjab, India – 151001.
Smartway Financial Planners operates in the financial services industry, in the financial brokerage segment.
The compliance status of Smartway Financial Planners is compliant as of 28 August 2026. The company is actively filing with the Registrar of Companies.
Yes. Smartway Financial Planners was formerly known as Smartway Financial Plainners Private Limited.
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