About Kaima Asset Advisors
Kaima Asset Advisors is a Financial Services company based in Chandigarh (India) founded in 2019. It offers financial planning, mutual funds, insurance, and tax services to clients. It operates on a B2C and D2C model. Its Indian entity Kaima Asset Private Limited reported revenue of ₹1.23 Cr. Kaima Asset Advisors offers products and services including Mutual Funds Service, Insurance Service, Tax Services, and FD and Bonds Service. Its focus areas include Finance, Investment Tech, Mutual Funds and Retail Investment. Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
Kaima Asset Pvt. Ltd. is a financial advisory firm based in India, providing services such as mutual funds, insurance, tax planning, and fixed deposits. They operate through offices in Ludhiana and Chandigarh, serving individual and NRI clients with investment advice and support. The company focuses on maintaining financial health and offering personalized suggestions via a team of experts.
- Headquarters Chandigarh, India
- SectorsFinancial Services
- Email••••••••
- Website kaimaassets.com
- Legal Name Kaima Asset Advisors Private Limited
- Date of Incorporation 26 Aug, 2019
- Jurisdiction Ludhiana, Punjab, India
- Annual Revenue₹1.23 Cr
FY 2025 · +60% YoY
- Net Profit₹8.7 Lakh
FY 2025 · 7% margin
- EBITDA₹20.8 Lakh
FY 2025 · 17% margin
Associated legal entities of Kaima Asset Advisors
Kaima Asset Advisors operates through Kaima Asset Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Kaima Asset Private Limited CIN U74140PB2019PTC049908 | Active | 26 Aug 2019 | Ludhiana, Punjab | ₹1.2 Cr | 3 | View details |
Products & Services of Kaima Asset Advisors
Kaima Asset Advisors offers a comprehensive portfolio of products and services, including Mutual Funds Service, Insurance Service, Tax Services, and FD and Bonds Service.
Service for managing and investing in mutual funds
Platform for purchasing and managing insurance products
Assistance with tax planning and compliance
Options for fixed deposits and bond investments
Board of directors of Kaima Asset Private Limited (Kaima Asset Advisors)
Kaima Asset Private Limited is the primary company behind Kaima Asset Advisors. The board of Kaima Asset Private Limited currently have 3 directors; the longest-serving is Rajan Dhamija, appointed in 2019. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rajan Dhamija DIN 08581590 | Director | 09 Oct 2019 | 7 yrs | Kaima Asset Private Limited |
| Abhishek Luthra DIN 09594969 | Director | 04 May 2022 | 4 yrs 5 mo | Kaima Asset Private Limited |
| Sneha Patheja DIN 10734605 | Director | 23 Aug 2024 | 2 yrs 2 mo | Kaima Asset Private Limited |
Financials of Kaima Asset Advisors
Figures of Kaima Asset Private Limited, the primary company behind Kaima Asset Advisors, for FY 2025. Revenue was ₹1.23 Cr (+60% year on year). Net profit was ₹8.7 Lakh (7% margin). EBITDA was ₹20.8 Lakh (17% margin). Revenue has grown at a compounded annual rate of +89% over three years.
- ₹1.23 CrRevenue · FY 2025 · +60% YoY
- ₹8.7 LakhNet profit · 7% margin
- ₹20.8 LakhEBITDA · 17% margin
- ₹1 LakhPaid-up capital
- +89%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Kaima Asset Private Limited are on its company page.
Detailed financial statements for Kaima Asset Advisors
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
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Verified entity values are shown only after access is granted.
Similar companies to Kaima Asset Advisors
Kaima Asset Advisors has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed similar companies of Kaima Asset Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Top companies in Real Estate & Property Investment Funds
2 companies that operate in the same segment as Kaima Asset Advisors (Real Estate & Property Investment Funds) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual fund management and investment services in India. | 2011 | Mumbai, Maharashtra, India | USD 256.02 K | |||
Full-service corporate advisory services are provided by Emkay. | 1995 | Mumbai, Maharashtra, India | USD 41.78 M | 534 |
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Frequently Asked Questions about Kaima Asset Advisors
Kaima Asset Advisors was founded in 2019.
Kaima Asset Advisors is headquartered in Chandigarh, India.
The primary company behind Kaima Asset Advisors, Kaima Asset Private Limited, reported revenue of ₹1.23 Cr for FY 2025, up 60% year on year.
Kaima Asset Pvt. Ltd. is a financial advisory firm based in India, providing services such as mutual funds, insurance, tax planning, and fixed deposits. They operate through offices in Ludhiana and Chandigarh, serving individual and NRI clients with investment advice and support. The company focuses on maintaining financial health and offering personalized suggestions via a team of experts.
Kaima Asset Advisors offers Mutual Funds Service, Insurance Service, Tax Services, and FD and Bonds Service.
Kaima Asset Advisors operates through Kaima Asset Private Limited.
The legal entities of Kaima Asset Advisors currently have 3 directors, including Abhishek Luthra, Rajan Dhamija, Sneha Patheja.