MSME (Udyam registered) Ministry of MSME
- Category
- Micro (2024-25)
- Udyam number
- UDYAM-DL-09-0014540
Planswell Wealth Private Limited
Planswell Wealth Private Limited - financial services in Delhi, India. Directors, charges & compliance details.
Revenue · FY 2025
₹18.42 Lakh
▲ 20% YoY
Net profit · FY 2025
₹67,670
Net margin 3.7%
EBITDA · FY 2025
₹91,216
EBITDA margin 5%
Authorised capital
₹10 Lakh
Registered with MCA
Paid-up capital
₹1 Lakh
Issued & subscribed
Company age
5 yrs
Est. 2021
Directors on board
2
As per MCA filings
Last financials
Mar 2025
Balance sheet date
About Planswell Wealth Private Limited
Data last updated:
Planswell Wealth Private Limited is a private limited company based in Delhi, India. It operates in the financial intermediation and lending segment of the financial services sector. It was incorporated on 30 July 2021 and has been in existence for over 5 years.
The company is registered with the Registrar of Companies (ROC), Delhi, under CIN U65929DL2021PTC384505.
The company has an authorised share capital of ₹10 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors Sangeeta Sahni and Neelam Soni.
Its last annual general meeting (AGM) was held on 06 June 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Plot No Dd – 34 Basement Kalka Ji, Delhi, India – 110019.
As per the financials filed for FY 2025, the company reported a revenue of ₹18.42 Lakh, a growth of 20% compared to the previous year. For the same year it recorded a net profit of ₹67,670 (net margin 3.7%) and EBITDA of ₹91,216 (EBITDA margin 5%). Revenue has grown at a compounded annual rate (CAGR) of 665% over three years.
Planswell Wealth Private Limited is registered as a micro enterprise under the Udyam registration framework (Reg. No. UDYAM-DL-09-0014540).
Company details
CIN U65929DL2021PTC384505
Registration Number 384505
Incorporation Date 30 July 2021
ROC Delhi
Listing Status Unlisted
Company Status Active
Date of Last AGM 06 June 2025
Date of Balance Sheet 31 March 2025
MSME Classification Micro
Udyam Registration UDYAM-DL-09-0014540
Key People
Sangeeta Sahni Director Neelam Soni Director Recognitions & Rankings of Planswell Wealth
Contact details
Planswell Wealth Private Limited's registered office is in Delhi, Delhi.
- Registered AddressPlot No Dd – 34 Basement Kalka Ji, Delhi, India – 110019
- IndustryFinancial Services, Other Financial Intermediation, Credit Allocation Agencies, Pawn Shops
Comprehensive company report
Planswell Wealth 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 Planswell Wealth is financial and insurance service. In detail, this covers other financial activities.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities |
To see the full business activity and turnover split of Planswell Wealth Private Limited, buy the company report.
Financials of Planswell Wealth Private Limited
FY 2025 filings availablePlanswell Wealth Private Limited reported revenue of ₹18.42 Lakh (up 20% YoY) for FY 2025.
Revenue · FY 2025
₹18.42 Lakh ▲ 20%
Net profit · FY 2025
₹67,670 margin 3.7%
EBITDA · FY 2025
₹91,216 margin 5%
Compounded Annual Growth Rate (CAGR)
Revenue CAGR growth
1 year
▲ 20%
3 years · compounded
▲ 665%
EBITDA CAGR growth
1 year
▲ 131%
3 years · compounded
▲ 60%
Revenue has grown at a compounded annual rate (CAGR) of 665% over three years, including 20% growth in the latest year. EBITDA rose 131% 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 |
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| Profit and Loss Statement | ||||
| Revenue from Operations | ||||
| Other Income | ||||
| Total Revenue | ||||
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| Depreciation and Amortisation | ||||
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| Total Expenses | ||||
| EBITDA | ₹91,216 | |||
| Profit Before Tax | ||||
| Tax Expense | ||||
| Net Profit (PAT) | ₹67,670 | |||
| Balance Sheet | ||||
| Share Capital | ||||
| Reserves and Surplus | ||||
| Net Worth (Total Equity) | ||||
| Long-term Borrowings | ||||
| Short-term Borrowings | ||||
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| Inventories | ||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
|---|---|---|---|---|
| Profitability | ||||
| EBITDA Margin | 5% | |||
| Net Profit Margin | 3.7% | |||
| Return on Equity (ROE) | ||||
| Return on Capital Employed (ROCE) | ||||
| Return on Assets (ROA) | ||||
| Liquidity and Debt | ||||
| Current Ratio | ||||
| Quick Ratio | ||||
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| 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 Planswell Wealth Private Limited, buy the company report.
Board of directors of Planswell Wealth Private Limited
Planswell Wealth has 2 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 |
|---|---|---|---|---|
| Sangeeta Sahni | Director | 30 Jul 2021 | 5 Years 3 Months | Current |
| Neelam Soni Also directs: Planswell Lending Advisors Private Limited, Indomonex Private Limited, Planswell Professionals Private Limited and 2 more | Director | 01 Aug 2022 | 4 Years 3 Months | Current |
Peer comparison
Planswell Wealth Private Limited is compared with the 10 companies closest to it by revenue in the same principal business activity (other financial activities), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Ohm Pranava Chits Private Limited | ₹18.45 Lakh (FY 2022) | 53.0% | Bangalore, Karnataka, India | |||
| SP Insurance Marketing Private Limited | ₹18.44 Lakh (FY 2025) | 9.0% | Purnia, Bihar, India | |||
| Bangtesh Enterprises Pvt Ltd | ₹18.44 Lakh (FY 2025) | 10.0% | Kolkata, West Bengal, India | |||
| Jansanchay Nidhi Limited | ₹18.43 Lakh (FY 2023) | 4.0% | Chamba, Uttarakhand, India | |||
| Chaliyar Chits Private Limited | ₹18.43 Lakh (FY 2025) | 9.0% | Nilambur, Kerala, India | |||
| Planswell Wealth Private Limitedthis company | ₹18.42 Lakh (FY 2025) | ₹67,670 | 3.7% | 20.0% | Delhi, India | |
| Oneness Chit Funds Private Limited | ₹18.41 Lakh (FY 2019) | 0.0% | Belgaum, Karnataka, India | |||
| Kolkata Venture Services Private Limited | ₹18.4 Lakh (FY 2024) | -25.0% | Kolkata, West Bengal, India | |||
| Bharti SBM Trustees II Private Limited | ₹18.39 Lakh (FY 2025) | 9.0% | New Delhi, Delhi, India | |||
| Juneja Capital Private Limited | ₹18.39 Lakh (FY 2024) | 73.0% | New Delhi, Delhi, India | |||
| Chiplun Urban Multipurpose Nidhi Limited | ₹18.39 Lakh (FY 2025) | 162.0% | Chiplun, Maharashtra, India |
To see the full peer comparison of Planswell Wealth Private Limited, buy the company report.
Legal cases
No court or tribunal cases involving Planswell Wealth 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 Planswell Wealth 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 Planswell Wealth Private Limited; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Planswell Wealth Private Limited has 3 board changes on record since 2021: 2 appointments and 1 cessation. The latest: Suneet Marwaha ceased to be Director on 28 Mar 2023.
AGM
Planswell Wealth Private Limited last Annual general meeting of members was held on 06 Jun 2025 as per latest MCA records.
Filing
Planswell Wealth Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Delhi I.
Ceased
Suneet Marwaha ceased to be Director.
Appointed
Neelam Soni was appointed as Director.
Appointed
Sangeeta Sahni was appointed as Director.
Incorporation
30 Jul 2021
Planswell Wealth Private Limited was registered on 30 Jul 2021 with Roc Delhi I & aged 5 years 3 months as per MCA records.
Frequently asked questions
Planswell Wealth is an active private limited company based in Delhi, India. The company works in other financial intermediation, within the financial services industry. It was incorporated on 30 July 2021 (5+ years old) and is registered under CIN U65929DL2021PTC384505.
Planswell Wealth has 2 current directors:
- Sangeeta Sahni - Director
- Neelam Soni - Director
The latest financial statements of Planswell Wealth on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 06 June 2025. Year-wise statements from FY 2022 are in the company report.
The CIN (Corporate Identification Number) of Planswell Wealth is U65929DL2021PTC384505. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Planswell Wealth was incorporated on 30 July 2021, making it 5+ years old. It is registered with the Registrar of Companies, Delhi.
The peers of Planswell Wealth by revenue are Ohm Pranava Chits Private Limited, SP Insurance Marketing Private Limited, Bangtesh Enterprises Pvt Ltd, Jansanchay Nidhi Limited, Chaliyar Chits Private Limited and 5 more, all in the same principal business activity (other financial activities).
Suneet Marwaha ceased to be Director on 28 Mar 2023. Neelam Soni was appointed as Director on 01 Aug 2022. Sangeeta Sahni was appointed as Director on 30 Jul 2021.
Yes, Planswell Wealth is registered as a micro enterprise under Udyam registration (number: UDYAM-DL-09-0014540).
The registered office of Planswell Wealth is at Plot No Dd – 34 Basement Kalka Ji, Delhi, India – 110019.
Planswell Wealth operates in the financial services industry, in the other financial intermediation segment.
Planswell Wealth can be reached at its registered office: Plot No Dd – 34 Basement Kalka Ji, Delhi, India – 110019.
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