MSME (Udyam registered) Ministry of MSME
- Category
- Small (2024-25)
- Udyam number
- UDYAM-MH-19-0007568
Plan Ahead Wealth Advisors Private Limited - financial services in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
Revenue · FY 2025
₹9.32 Cr
▲ 25% YoY
Net profit · FY 2025
₹3.6 Cr
Net margin 38.6%
EBITDA · FY 2025
₹5.04 Cr
EBITDA margin 54.1%
Authorised capital
₹5 Lakh
Registered with MCA
Paid-up capital
₹1 Lakh
Issued & subscribed
Satisfied charges
₹80 Lakh
No open charges
Company age
18 yrs
Est. 2008
Employees · EPFO
24
Provident fund records
About Plan Ahead Wealth Advisors Private Limited
Data last updated:
Plan Ahead Wealth Advisors Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 26 August 2008 and has been in existence for over 18 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74140MH2008PTC186197. Its GSTIN is 27AAECP7944F1Z6 (Maharashtra).
The company has an authorised share capital of ₹5 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors including Vishal Anil Dhawan and Shalini Vishal Dhawan.
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 A – 401 Fairlink Centre Behind Monginis Factory Off. Andheri Link Road, Mumbai, Maharashtra, India – 400058.
As per the financials filed for FY 2025, the company reported a revenue of ₹9.32 Cr, a growth of 25% compared to the previous year. For the same year it recorded a net profit of ₹3.6 Cr (net margin 38.6%) and EBITDA of ₹5.04 Cr (EBITDA margin 54.1%). Revenue has grown at a compounded annual rate (CAGR) of 18% over three years and 21% over five years.
The company has about 24 employees on its provident fund (EPFO) records.
As per MCA filings, the company has satisfied charges of ₹80 Lakh on record.
Plan Ahead Wealth Advisors Private Limited is registered as a small enterprise under the Udyam registration framework (Reg. No. UDYAM-MH-19-0007568). The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website planahead.in.
Company details
CIN U74140MH2008PTC186197
Registration Number 186197
Incorporation Date 26 August 2008
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 Small
Udyam Registration UDYAM-MH-19-0007568
Recognitions & Rankings of Plan Ahead Wealth Advisors
Contact details
Plan Ahead Wealth Advisors Private Limited's registered office is in Mumbai, Maharashtra. Its website is planahead.in. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Apps
- Registered AddressA – 401 Fairlink Centre Behind Monginis Factory Off. Andheri Link Road, Mumbai, Maharashtra, India – 400058
- IndustryFinancial Services, Diversified Financial Services
To see the full contact details of Plan Ahead Wealth Advisors Private Limited, buy the company report.
Comprehensive company report
Plan Ahead 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
₹799 ₹999 20% off excluding 18% GST
Secure checkout · GST invoice included
Business activity
The main business activity of Plan Ahead Wealth Advisors 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 Plan Ahead Wealth Advisors Private Limited, buy the company report.
Financials of Plan Ahead Wealth Advisors Private Limited
FY 2025 filings availablePlan Ahead Wealth Advisors Private Limited reported revenue of ₹9.32 Cr (up 25% YoY) for FY 2025.
Revenue · FY 2025
₹9.32 Cr ▲ 25%
Net profit · FY 2025
₹3.6 Cr margin 38.6%
EBITDA · FY 2025
₹5.04 Cr margin 54.1%
Compounded Annual Growth Rate (CAGR)
Revenue CAGR growth
1 year
▲ 25%
3 years · compounded
▲ 18%
5 years · compounded
▲ 21%
EBITDA CAGR growth
1 year
▲ 16%
3 years · compounded
▲ 17%
5 years · compounded
▲ 28%
Revenue has grown at a compounded annual rate (CAGR) of 21% over five years, including 25% growth in the latest year. EBITDA rose 16% 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 |
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| EBITDA | ₹5.04 Cr | ||||
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| Net Profit (PAT) | ₹3.6 Cr | ||||
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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 | 54.1% | ||||
| Net Profit Margin | 38.6% | ||||
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To see the full financial statements and ratios of Plan Ahead Wealth Advisors Private Limited, buy the company report.
Board of directors of Plan Ahead Wealth Advisors Private Limited
Plan Ahead Wealth Advisors has 4 current directors and 1 former director. Current directors are listed first, with their designation and appointment date.
Current Directors
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Vishal Anil Dhawan Also directs: Network FP Knowledge Solutions Private Limited | Director | 26 Aug 2008 | 18 Years 2 Months | Current |
| Shalini Vishal Dhawan | Director | 26 Aug 2008 | 18 Years 2 Months | Current |
| Dhruv Dhawan | Director | 31 May 2024 | 2 Years 4 Months | Current |
| Khushi Dhawan | Director | 22 Jul 2025 | 1 Years 3 Months | Current |
Auditor
Plan Ahead Wealth Advisors Private Limited is audited by RAMCHANDANI&CO for the financial year 2022.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| RAMCHANDANI&CO | FY 2022 | 114863W |
Shareholding
The shareholding of Plan Ahead Wealth Advisors Private Limited is on record for 5 financial years, the latest being FY 2022, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of Plan Ahead Wealth Advisors Private Limited, buy the company report.
Charges & borrowings
Open charges
None
Satisfied charges
₹80 Lakh
Breakdown by lending institutions
Latest charge details
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 04 Oct 2017 | 100139879 | Standard Chartered Bank | ₹40 Lakh | Satisfied | |
| 28 Mar 2013 | 10413979 | Standard Chartered Bank | ₹40 Lakh | Satisfied |
To see the full charge records of Plan Ahead Wealth Advisors Private Limited, buy the company report.
Total charge records: 2 View all charges
Legal cases
No court or tribunal cases involving Plan Ahead 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
Plan Ahead Wealth Advisors Private Limited has 3 MSME Form 1 returns on record between 2022 and 2023, listing 5 overdue payments to 2 micro and small suppliers. Companies must report dues to micro and small suppliers that stay unpaid for more than 45 days in a half-yearly MSME Form 1 return.
Suppliers with reported dues (2 of 2)
| Supplier | Amount due | Due since | Reported on |
|---|---|---|---|
| Vichare Loginext Private Limited | |||
| Postcard Media LLP |
To see the full MSME payment records of Plan Ahead Wealth Advisors Private Limited, buy the company report.
Individuals and sole proprietors among the suppliers are not named.
Employees & EPFO
Plan Ahead Wealth Advisors Private Limited has a workforce of 24 employees on its EPFO records as of Apr 04, 2024, across 1 active EPFO establishment.
Employee count
24
Active EPFO establishments
1
Employee growth
-7.69%
GST
Plan Ahead Wealth Advisors has 1 GST registration: 1 active.
Total GSTINs
1
Active
1
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AAECP7944F1Z6 | Maharashtra | Active | 01 Jul 2017 |
To see the full GST registrations and return filing status of Plan Ahead Wealth Advisors Private Limited, buy the company report.
Recent activity
Plan Ahead Wealth Advisors Private Limited has 5 board changes on record since 2008: 4 appointments and 1 cessation. The latest: Khushi Dhawan ceased to be Additional Director on 29 Sep 2025.
AGM
Plan Ahead Wealth Advisors Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records.
Ceased
Khushi Dhawan ceased to be Additional Director.
Appointed
Khushi Dhawan was appointed as Director.
Filing
Plan Ahead Wealth Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai I.
Appointed
Dhruv Dhawan was appointed as Director.
Charges
A charge registered on 04 Oct 2017 via Charge ID 100139879 with Standard Chartered Bank was fully satisfied on 15 Oct 2020.
Charges
A charge with Standard Chartered Bank amounted to Rs. 40.00 Lakh with Charge ID 100139879 was registered on 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.
Charges
A charge with Standard Chartered Bank amounted to Rs. 40.00 Lakh with Charge ID 10413979 was registered on 28 Mar 2013.
Appointed
Shalini Vishal Dhawan was appointed as Director.
Appointed
Vishal Anil Dhawan was appointed as Director.
Incorporation
26 Aug 2008
Plan Ahead Wealth Advisors Private Limited was registered on 26 Aug 2008 with Roc Mumbai I & aged 18 years 2 months as per MCA records.
Frequently asked questions
Plan Ahead Wealth Advisors is an active private limited company based in Mumbai, Maharashtra, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 26 August 2008 (18+ years old) and is registered under CIN U74140MH2008PTC186197.
Plan Ahead Wealth Advisors has 4 current directors:
- Vishal Anil Dhawan - Director
- Shalini Vishal Dhawan - Director
- Dhruv Dhawan - Director
- Khushi Dhawan - Director
The latest financial statements of Plan Ahead 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 2015 are in the company report.
The GSTIN of Plan Ahead Wealth Advisors is 27AAECP7944F1Z6, registered in Maharashtra.
The CIN (Corporate Identification Number) of Plan Ahead Wealth Advisors is U74140MH2008PTC186197. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Plan Ahead Wealth Advisors was incorporated on 26 August 2008, making it 18+ years old. It is registered with the Registrar of Companies, Mumbai.
Khushi Dhawan ceased to be Additional Director on 29 Sep 2025. Khushi Dhawan was appointed as Director on 22 Jul 2025. Dhruv Dhawan was appointed as Director on 31 May 2024. Plan Ahead Wealth Advisors has 5 board changes on record in total.
Yes, Plan Ahead Wealth Advisors is registered as a small enterprise under Udyam registration (number: UDYAM-MH-19-0007568).
Plan Ahead Wealth Advisors has 3 MSME Form 1 returns on record between 2022 and 2023, listing 5 overdue payments to 2 micro and small suppliers. The latest return was filed on 31 Aug 2023.
Plan Ahead Wealth Advisors can be reached through the website planahead.in. Its registered office is in Mumbai, Maharashtra, India.
The registered office of Plan Ahead Wealth Advisors is at A – 401 Fairlink Centre Behind Monginis Factory Off. Andheri Link Road, Mumbai, Maharashtra, India – 400058.