About Dalmia Wealth Private Limited
Data last updated: 06 January 2026
Dalmia Wealth Private Limited is a private limited company based in Kolkata, West Bengal, India. It specialises in financial product distributors, a part of the broader financial services sector. Incorporated on 04 July 2007, the company has been in operation for over 19 years.
Registered with ROC Kolkata under CIN U74140WB2007PTC116931.
Capital: an authorised share capital of ₹25 Lakh and a paid-up capital of ₹5 Lakh. Formerly known as Dalmia Advisory Services Private Limited and Dalmia Investor Services Private Limited. It is led by directors Brijesh Kumar Dalmia and Alka Dalmia.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: Kolkata, West Bengal.
As per the financials filed for FY 2025, the company reported a revenue of ₹8.03 Cr, a growth of 22% compared to the previous year.
The company is associated with 1 brand - Dalmia Wealth.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website dalmiawealth.in.
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Registered AddressRoom No. 203A 2Nd Floor Vinayak Chambers, 10A Hospital Street, Kolkata, West Bengal, India – 700072
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IndustryFinancial Services, Financial Product Distributors
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
Name History of Dalmia Wealth Private Limited
Dalmia Wealth Private Limited has undergone 2 name changes throughout its history. The company was previously known as Dalmia Advisory Services Private Limited, and Dalmia Investor Services Private Limited. The current legal name is Dalmia Wealth Private Limited, reflecting the company's evolution and rebranding over time.
| Company Name | Status |
|---|---|
| Dalmia Wealth Private Limited | Current |
| Dalmia Advisory Services Private Limited | Previous |
| Dalmia Investor Services Private Limited | Previous |
Associated Brands with Dalmia Wealth Private Limited
Dalmia Wealth Private Limited operates one associated brand: Dalmia Wealth. These brands represent Dalmia Wealth Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Provides an online platform for wealth management and investment solutions. | dalmiawealth.in |
Competitors & Alternatives of Dalmia Wealth Private Limited
Brands and companies operating in the same space as Dalmia Wealth Private Limited include Dezerv, Wealthy, ET Money and 3 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Dezerv
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Investment solutions and portfolio management are provided for affluent individuals. | Mumbai, India, India | 2021 |
Wealthy
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Digital wealth management platform is offered for personalized investments. | Bengaluru, India, India | 2015 |
ET Money
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App-based mutual fund investment platform | Gurugram, India, India | 2014 |
ASK Group
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Asset & wealth management platform | Mumbai, India, India | 1983 |
Cube Wealth
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Investment advisory and wealth management are offered via an application. | Mumbai, India, India | 2016 |
Nivesh
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Wealth management and financial products are provided online for individuals. | Noida, India, India | 2016 |
Business Activity of Dalmia Wealth Private Limited
Dalmia Wealth Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including other financial activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K8 | Other financial activities | Locked |
Business activity turnover details for Dalmia Wealth Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Auditor Details of Dalmia Wealth Private Limited
Dalmia Wealth Private Limited is audited by SDP & ASSOCIATES for the financial year 2023. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| SDP & ASSOCIATES | Locked | Locked | Locked |
Complete auditor history for Dalmia Wealth Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
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Board of Directors of Dalmia Wealth Private Limited
Dalmia Wealth Private Limited is currently managed by 2 directors, with 1 former director having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Brijesh Kumar Dalmia | Director | 04 Jul 2007 | 19 Years 1 Months | Current |
| Alka Dalmia | Director | 25 Jun 2020 | 6 Years 1 Months | Current |
Financials of Dalmia Wealth Private Limited FY 2025 filings available
Dalmia Wealth Private Limited reported revenue of ₹8.03 Cr (up 22.00% YoY) for FY 2025.
Ten-year financial statements for Dalmia Wealth Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
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Ownership and Shareholding of Dalmia Wealth Private Limited
Shareholding and ownership data for Dalmia Wealth Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
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Group Structure of Dalmia Wealth Private Limited
Dalmia Wealth Private Limited has 1 associated company. This group structure data is as of FY 2022. The corporate group structure reflects Dalmia Wealth Private Limited's business expansion strategy and organizational complexity.
Charges & Borrowings Dalmia Wealth Private Limited
Dalmia Wealth Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Dalmia Wealth Private Limited
View historical data on people associated with Dalmia Wealth Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Dalmia Wealth Private Limited
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
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GST Compliance of Dalmia Wealth Private Limited
GST registrations and filing compliance for Dalmia Wealth Private Limited
State-wise registrations, return filing status, HSN and SAC details, and jurisdiction records require an active report plan.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
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Credit Ratings, Litigation & Regulatory Alerts for Dalmia Wealth Private Limited
Credit ratings, litigation, and regulatory alerts for Dalmia Wealth Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
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MSME Payment Delays by Dalmia Wealth Private Limited
MSME payment history for Dalmia Wealth Private Limited
Amounts outstanding to micro and small suppliers, delay reasons, and MSME-1 filing history require an active report plan.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
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Subsidiaries & Group Companies of Dalmia Wealth Private Limited
Corporate group structure for Dalmia Wealth Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
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MCA Filings & Documents of Dalmia Wealth Private Limited
MCA filings and documents for Dalmia Wealth Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Recent Activity on Dalmia Wealth Private Limited
Frequently Asked Questions about Dalmia Wealth Private Limited
Dalmia Wealth Private Limited is an active private limited company in the financial services sector based in Kolkata, West Bengal, India. It was incorporated on 04 July 2007 (19+ years old) and is registered under CIN U74140WB2007PTC116931.
Dalmia Wealth Private Limited reported revenue of ₹8.03 Cr for FY 2025 (up 22.00% YoY).
The current directors of Dalmia Wealth Private Limited are:
- Brijesh Kumar Dalmia - Director
- Alka Dalmia - Director
The primary industry of Dalmia Wealth Private Limited is financial services. The company specifically operates in financial product distributors. The company is currently active in this sector.
Dalmia Wealth Private Limited can be reached at the registered office: Room No. 203A 2Nd Floor Vinayak Chambers, 10A Hospital Street, Kolkata, West Bengal, India – 700072, or through the website dalmiawealth.in.
The authorised capital is ₹25 Lakh, and the paid-up capital is ₹5 Lakh.