Plan Ahead Wealth Advisors Private Limited - Company Profile

It is a financial services private limited company based in Andheri West, Maharashtra, India, established in 2008.
2008 Andheri West, Maharashtra, India Active
Last Updated:
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About Plan Ahead Wealth Advisors Private Limited

Plan Ahead Wealth Advisors Private Limited, a active private limited company, was established on 26 August 2008 in Andheri West, Maharashtra, India. Engaging in diversified financial services within the financial and insurance service sector, it holds CIN: U74140MH2008PTC186197. Registered under ROC Roc Mumbai I. it is unlisted. It has an authorized capital of ₹0.50 M and a paid-up capital of ₹0.10 M.

It upholds a compliant status. Employing 24 professional, Its leadership includes Vishal Anil Dhawan (Director), Shalini Vishal Dhawan (Director), Dhruv Dhawan (Director). Past directors included Khushi Dhawan. It holds no open charges and ₹8.00 M settled loans. Its latest AGM occurred on 30 September 2025, with the balance sheet filed on 31 March 2025. It is based at A-401, Fairlink Centre, Behind Monginis Factory, Off. Andheri Link Road,, Andheri West, Maharashtra, 400058.

Company Details
  • Email
    **********
  • Telephone

    +91-XXXXXXXXXX

  • Website
    **********
  • Social Media
    **********
  • Apps
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Company Details

  • CIN/LLPIN

    U74140MH2008PTC186197

  • Registration Number

    186197

  • Incorporation Date

    26 August 2008

  • Authorized Capital

    ₹0.50 M

  • Paid-Up Capital

    ₹0.10 M

  • ROC Code

    Roc Mumbai I

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 0.50 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 17 Year, 9 Months
  • Last Filing with ROC 31 Mar 2025
  • Satisfied Charges ₹ 8.00 M
  • Revenue Growth **** 21.43%
  • Profit Growth **** 25.62%
  • Ebitda **** 65.02%
  • Net Worth 35.52%
  • Total Assets **** 36.73%
Company report

Plan Ahead Wealth Advisors Private Limited

Company Report FY 2026-2027

Comprehensive Company Insights

Explore comprehensive insights into Plan Ahead Wealth Advisors Private Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.

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Who are the key members and board of directors at Plan Ahead Wealth Advisors Private Limited?
Current Directors
Name Designation Appointment Date Status
Vishal Anil Dhawan Director 26 Aug 2008 Current
Shalini Vishal Dhawan Director 26 Aug 2008 Current
Dhruv Dhawan Director 31 May 2024 Current
Khushi Dhawan Director 22 Jul 2025 Current
Past Directors
Name Designation Cessation Status
Pramod Abcsdd Additional Director 29 Sep 2025 Past

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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 25.62% increase in profit. The company's net worth Soared by an impressive increase of 35.52%.

Plan Ahead Wealth Advisors revenue growth over time
Plan Ahead Wealth Advisors profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023) YOY Growth
(FY 2022) (FY 2021) (FY 2020) (FY 2019)
Total Revenue
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 21.43%
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*******
*******
*******
Revenue from Operations
*******
 22.36%
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*******
*******
*******
Total Assets
*******
 36.73%
*******
*******
*******
*******
Profit or Loss
*******
 25.62%
*******
*******
*******
*******
Net Worth
*******
 35.52%
*******
*******
*******
*******
EBITDA
*******
 65.02%
*******
*******
*******
*******

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What is the Ownership and Shareholding Structure of Plan Ahead Wealth Advisors?

Unlock access to Plan Ahead Wealth Advisors's control and ownership data, Corporate Shareholding Patterns, Funding (security allotment) details, Foreign Institutional Investor information, Directors and Key Management Personnel (KMP) Remuneration, Group Structure, Overseas Direct Investment and other pertinent data.

Shareholding Pattern (FY 2024)
shareholding
  • Promoters: 92.83%
  • Public: 4.10%
  • Others: 3.07%
Shareholding Pattern over the Year
FY (2024) FY (2023) FY (2022) FY (2021) FY (2020)
Promoters 92.83 94.62 94.55 94.55 94.55
Public 4.10 3.89 3.95 3.96 3.98
Others 3.07 1.49 1.50 1.49 1.47

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Charges (Loans)
Open Charges

₹0

Satisfied Charges

₹8,000,000.00

Charges Breakdown by Lending Institutions
  • Standard Chartered Bank : 0.80 Cr
Latest Charge Details
Date Lender Amount Status
04 Oct 2017 Standard Chartered Bank ₹4.00 M Satisfied
28 Mar 2013 Standard Chartered Bank ₹4.00 M Satisfied

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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.

Employee Date Number of Employees
2020 78,000
2021 80,500
2022 83,200
2023 86,000
2024 89,500
2025 92,000
Deals i
Graph showing company valuation over time

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
Graph displaying rating trends over time

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
Alert Indicator

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.

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Latest Updates, News, and FAQs on Plan Ahead Wealth Advisors
Recent Activity within the Organization
  • Annual General Meeting

    Progress on Plan Ahead Wealth Advisors Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records. was documented.

  • Director Appointment

    Khushi Dhawan was appointed as a Director was appointed as a Director on 22 Jul 2025 & has been associated with this company since 11 months 4 days . was recorded as a recent event.

  • Balance Sheet

    Progress on Plan Ahead Wealth Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai I. was documented.

  • Director Appointment

    Progress on Dhruv Dhawan was appointed as a Director was appointed as a Director on 31 May 2024 & has been associated with this company since 2 years 25 days . was documented.

  • Charges

    The activity A charge registered on 04 Oct 2017 via Charge ID 100139879 with Standard Chartered Bank was fully satisfied on 15 Oct 2020. was completed.

  • Charges

    Progress on A charge with Standard Chartered Bank amounted to Rs. 4.00 M with Charge ID 100139879 was registered on 04 Oct 2017. was documented.

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Frequently Asked Questions
What is the CIN of Plan Ahead Wealth Advisors Private Limited?

The CIN of Plan Ahead Wealth Advisors Private Limited is U74140MH2008PTC186197.

Where is Plan Ahead Wealth Advisors Private Limited headquartered?

Plan Ahead Wealth Advisors Private Limited is headquartered at A-401, Fairlink Centre, Behind Monginis Factory, Off. Andheri Link Road,, Andheri West, Maharashtra, 400058.

When was Plan Ahead Wealth Advisors Private Limited incorporated?

Plan Ahead Wealth Advisors Private Limited was incorporated on 26 August 2008.

Who are the current directors of Plan Ahead Wealth Advisors Private Limited?

The current directors of Plan Ahead Wealth Advisors Private Limited are

What is the primary industry of Plan Ahead Wealth Advisors Private Limited?

The primary industry of Plan Ahead Wealth Advisors Private Limited is Financial And Insurance Service.

Is Plan Ahead Wealth Advisors Private Limited a listed company?

Plan Ahead Wealth Advisors Private Limited is unlisted.

What is the capital structure of Plan Ahead Wealth Advisors Private Limited?

The authorized capital of Plan Ahead Wealth Advisors Private Limited is ₹0.50 M, and the paid-up capital is ₹0.10 M.

What is the compliance status of Plan Ahead Wealth Advisors Private Limited?

The compliance status of Plan Ahead Wealth Advisors Private Limited is Compliant.

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