About Affinity Wealth Management Private Limited
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Affinity Wealth Management Private Limited is a private limited company based in Kolkata, West Bengal, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 18 July 2020 and has been in existence for over 6 years.
The company is registered with the Registrar of Companies (ROC), Kolkata, under CIN U67100WB2020PTC238162. Its GSTIN is 19AATCA7087P1ZG (West Bengal).
The company has an authorised share capital of ₹15 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors Aman Dhanuka and Sangeeta Devi Dhanuka.
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 Room No. 24 2nd Floor 230& 231 A.J.C. Bose Road Chitrakoot, Kolkata, West Bengal, India – 700020.
As per the financials filed for FY 2024, the company reported a revenue of ₹55.07 Lakh, a growth of 72% compared to the previous year. For the same year it recorded a net profit of ₹4.58 Lakh (net margin 8.3%) and EBITDA of ₹21.95 Lakh (EBITDA margin 39.9%). Revenue has grown at a compounded annual rate (CAGR) of 117% over three years.
For more details, the company can be reached via its website affinitywealth.in.
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- Registered AddressRoom No. 24 2nd Floor 230& 231 A.J.C. Bose Road Chitrakoot, Kolkata, West Bengal, India – 700020
- IndustryFinancial Services, Diversified Financial Services
- 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
- One PDF report, delivered after checkout
Financials of Affinity Wealth Management Private Limited FY 2025 filings available
Affinity Wealth Management Private Limited reported revenue of ₹55.07 Lakh (up 72% YoY) for FY 2024.
Compounded Annual Growth Rate (CAGR) of Affinity Wealth Management Private Limited
Revenue has grown at a compounded annual rate (CAGR) of 117% over three years, including 72% growth 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 of Affinity Wealth Management Private Limited
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 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 | ₹21.95 Lakh | •••• | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• | •••• |
| Net Profit (PAT) | ₹4.58 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 of Affinity Wealth Management Private Limited
| Metrics | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|
| Profitability | ||||
| EBITDA Margin | 39.9% | •••• | •••• | •••• |
| Net Profit Margin | 8.3% | •••• | •••• | •••• |
| 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 | •••• | •••• | •••• | •••• |
Paid data: the figures shown as dots are available after purchase of the company report. Figures as filed with the MCA in Form AOC-4. The full year-wise statements and ratios of Affinity Wealth Management are in the company report.
Financial statements from FY 2021
Earlier years and trend charts are in the company report.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
Verified entity values are shown only after access is granted.
Peer Comparison of Affinity Wealth Management Private Limited
Affinity Wealth Management Private Limited is compared with the companies closest to it by revenue in the BFSI industry (Other Financial Services, Wealth Management). Revenue, net profit, margin and growth of each company are in the company report.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Clio Fincon Private Limited | •••• | •••• | •••• | •••• | - | Ahmedabad, Gujarat, India |
| Aagam Corporate and Financial Consultant Private Limited | •••• | •••• | •••• | •••• | - | Ahmedabad, Gujarat, India |
| Reynav Capital Private Limited | •••• | •••• | •••• | •••• | 10 | Delhi, India |
| Finteglaw Knowledge Solutions Private Limited | •••• | •••• | •••• | •••• | - | Thane, Maharashtra, India |
| Samay Industries Limited | •••• | •••• | •••• | •••• | - | Hyderabad, Telangana, India |
| Affinity Wealth Management Private Limited this company | •••• | •••• | •••• | •••• | - | Kolkata, West Bengal, India |
| Green Cattle City Private Limited | •••• | •••• | •••• | •••• | - | Chennai City Corporation, Tamil Nadu, India |
| Amrac Advisors Private Limited | •••• | •••• | •••• | •••• | - | New Delhi, Delhi, India |
| Ashish Bhatia Realities Private Limited | •••• | •••• | •••• | •••• | - | Indore, Madhya Pradesh, India |
| Aircel Smart Money Limited | •••• | •••• | •••• | •••• | - | Andheri East, Maharashtra, India |
| Gopika Projects Pvt Ltd | •••• | •••• | •••• | •••• | - | Kolkata, West Bengal, India |
Peers are the five companies nearest above and the five nearest below Affinity Wealth Management by revenue in the BFSI industry (Other Financial Services, Wealth Management), from the latest filed financials of each company. Revenue, net profit, margin and growth of each peer are in the company report.
Auditor Details of Affinity Wealth Management Private Limited
Affinity Wealth Management Private Limited is audited by R RAMPURIA & COMPANY for the financial year 2021.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| R RAMPURIA & COMPANY | Locked | Locked | Locked |
Complete auditor history
Appointment and cessation dates and past auditor changes are in the company report.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
Verified entity values are shown only after access is granted.
Board of Directors of Affinity Wealth Management Private Limited
Affinity Wealth Management has 2 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Aman Dhanuka Also directs: Axitron Energy Private Limited, Affinity Merchants Private Limited | Director | 18 Jul 2020 | 6 Years 2 Months | Current |
| Sangeeta Devi Dhanuka | Director | 18 Jul 2020 | 6 Years 2 Months | Current |
Ownership and Shareholding of Affinity Wealth Management Private Limited
Shareholding and ownership data
Promoter, institutional, public and beneficial ownership figures are in the company report.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Charges & Borrowings of Affinity Wealth Management Private Limited
Affinity Wealth Management Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Affinity Wealth Management Private Limited
Affinity Wealth Management Private Limited has a workforce of 0 employees as of Apr 09, 2024.
Employee and EPFO history
Monthly headcount, contribution history and filing status are in the company report.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
Recent Activity on Affinity Wealth Management Private Limited
Affinity Wealth Management Private Limited has 2 board changes on record since 2020: 2 appointments. The latest: Aman Dhanuka was appointed as Director on 18 Jul 2020.
Credit Ratings, Litigation & Regulatory Alerts for Affinity Wealth Management Private Limited
Credit ratings, litigation, and regulatory alerts
Credit ratings, court records and regulatory alerts are in the company report.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
Verified entity values are shown only after access is granted.
MSME Payment Delays by Affinity Wealth Management Private Limited
MSME payment history
Amounts due to small suppliers, the reasons given and MSME-1 filings are in the company report.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
Verified entity values are shown only after access is granted.
Subsidiaries & Group Companies of Affinity Wealth Management Private Limited
Corporate group structure
Parent, subsidiary, associate and joint venture records with holdings are in the company report.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
Verified entity values are shown only after access is granted.
GST Compliance of Affinity Wealth Management Private Limited
Affinity Wealth Management has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 19AATCA7087P1ZG | West Bengal | Active | 23 Jan 2021 |
GST registrations and filing compliance
State-wise GST registrations, return filing status and HSN or SAC codes are in the company report.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
Verified entity values are shown only after access is granted.
MCA Filings & Documents of Affinity Wealth Management Private Limited
MCA filings and documents
Filed forms, annual returns, financial statements and charge filings with their dates are in the company report.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Affinity Wealth Management Private Limited
Affinity Wealth Management is an active private limited company based in Kolkata, West Bengal, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 18 July 2020 (6+ years old) and is registered under CIN U67100WB2020PTC238162.
Affinity Wealth Management reported revenue of ₹55.07 Lakh for FY 2024 (up 72% YoY).
Affinity Wealth Management has 2 current directors:
- Aman Dhanuka - Director
- Sangeeta Devi Dhanuka - Director
Affinity Wealth Management reported a net profit of ₹4.58 Lakh (net margin 8.3%) and EBITDA of ₹21.95 Lakh (EBITDA margin 39.9%) for FY 2024, as per its filed financial statements.
The compounded annual growth rate (CAGR) of the revenue of Affinity Wealth Management is 117% over three years. In the latest year (FY 2024) revenue rose 72%. CAGR is the steady yearly rate that links the first and the last year.
The GSTIN of Affinity Wealth Management is 19AATCA7087P1ZG, registered in West Bengal.
The CIN (Corporate Identification Number) of Affinity Wealth Management is U67100WB2020PTC238162. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Affinity Wealth Management was incorporated on 18 July 2020, making it 6+ years old. It is registered with the Registrar of Companies, Kolkata.
The peers of Affinity Wealth Management by revenue are Clio Fincon Private Limited, Aagam Corporate and Financial Consultant Private Limited, Reynav Capital Private Limited, Finteglaw Knowledge Solutions Private Limited, Samay Industries Limited and 5 more, all in the BFSI industry (Other Financial Services, Wealth Management).
Aman Dhanuka was appointed as Director on 18 Jul 2020. Sangeeta Devi Dhanuka was appointed as Director on 18 Jul 2020.
Affinity Wealth Management can be reached through the website affinitywealth.in. Its registered office is in Kolkata, West Bengal, India.