Quick Summary
Affinity Wealth Management operates out of Janak Puri, Delhi, holding SEBI Research Analyst registration INH000022914 and BSE Enlistment No. 6668, active since August 22 2025. The firm sells research plans under four names, AWM Intraday, AWM Delivery, AWM Futures, and AWM Platinum, while also running paid trading courses through the same team. Three specific concerns are worth reading closely: the homepage FAQ claims education over trade calls while the Research Services page sells exactly that, a “12 Years of Trust” banner sits against a registration under one year old, and the refund policy openly admits performance screenshots come from clients specifically asked to share results.
Someone in a trading group swears by Affinity Wealth Management. A friend forwarded you a screenshot of a “12 years of trust” banner from their website.
Before you reach for your wallet, one question matters more than any testimonial: does the paperwork actually back up what the marketing promises?
This page examines what Affinity Wealth Management’s SEBI registration actually tells you, what it doesn’t, and the specific details worth verifying before you pay a rupee.
Affinity Wealth Management Details
Affinity Wealth Management is a Delhi-based stock market advisory firm operating out of Janak Puri, positioning itself as a research provider for retail traders looking for daily market direction.
Alongside its subscription-based research plans, the firm has also built out a second line of business in trading education, running paid courses through the same team that handles the research side.
That’s the first thing worth understanding about how this firm operates before looking at anything else.
Is Affinity Wealth Management SEBI Registered?
Yes. Affinity Wealth Management holds a valid SEBI Research Analyst (RA) registration, number INH000022914, and BSE Enlistment No. 6668, which sits right beside it on every page you visit.
The registration record lists Samir Kumar as the contact person, with an official correspondence email of [email protected] and a listed telephone number of 9199 90121886.
Both the registered and correspondence addresses are the same: Flat No. 610, Vishwa Sadan, District Centre, Janak Puri, Delhi 110058.
Registration went live on August 22, 2025, and runs on a perpetual basis, meaning there’s no renewal deadline.
Being registered as a Research Analyst specifically matters, since that category permits the firm to publish research and issue recommendations, but not to manage client money or guarantee trading outcomes.
That distinction becomes relevant later in this review.
That’s a real, verifiable, active licence.
Now hold onto one number for later: under a year. That’s the entire operating history behind this registration. It’s about to matter more than you’d think.
What Does Affinity Wealth Management Actually Sell?
Beyond the registration itself, understanding what the firm actually delivers, and to whom, matters as much before you decide whether to pay.
Here’s the breakdown of what’s on offer and who’s behind it:
- Four research plans, each targeting a different trading style: AWM Intraday for same-day calls, AWM Delivery for longer-horizon picks, AWM Futures, and AWM Platinum as the premium tier.
- Upasana Ramnani handles investor grievances, a separate role from Samir Kumar’s compliance function covered earlier.
- Paid trading “courses,” run alongside the research plans and taught by the same team that delivers the daily calls.
According to its official website, the firm frames its work around four stated focus areas:
[IMAGE: Screenshot of the four service icons showing “Equity Research & Analysis,” “Market Outlook & Strategies,” “Investor Education & Literacy,” and “Ethical Research Practices.” Source: Image supplied with this blog. Place immediately below this list.]
- Equity Research & Analysis, described as uncovering opportunities through data-driven insights.
- Market Outlook & Strategies, framed as providing direction in a noisy market.
- Investor Education & Literacy, described as simplifying complex concepts so clients can invest wisely.
- Ethical Research Practices, with a stated commitment to transparency and integrity in every recommendation.
The site also explicitly emphasises “no guaranteed returns” and positions its advisory approach as aligned with SEBI regulations.
That’s the right language for a registered RA to use, and it’s worth holding the rest of the site to that same standard as you read on.
Here’s where it gets interesting, though. A Research Analyst selling courses on the side isn’t unusual by itself, plenty of registered analysts do exactly this.
What makes it worth watching here is the overlap: the same people teaching you how to trade are also the ones sending you daily calls telling you what to trade.
If the course content leans heavily on promoting the paid research plans as the “next step,” that blurs the line between education and a sales funnel, something worth checking directly before signing up for either.
As always, it’s worth independently verifying any research analyst’s track record and compliance history before acting on their recommendations, regardless of how the firm describes itself.
Should You Trust Affinity Wealth Management?
A clean SEBI number is where your homework starts, not where it ends.
Here’s what jumped out when we went through this site page by page, and honestly, some of it surprised us.
1. The “Education, Not Calls” Claim That Contradicts Itself
The homepage FAQ says plainly, “we focus on education and skill building, not specific trade calls.” Sounds reassuring, right?
Except the Research Services page sells exactly that: 3 to 4 intraday calls a day with entry, stop loss, and target levels attached.
Client testimonials on the same homepage go even further, praising “accurate calls” and “solid delivery picks.”
Three different parts of one website, describing what sound like two completely different businesses.
2. “12 Years of Trust” on a Registration That’s Under a Year Old
Here’s the one that really stopped us. The homepage banner reads “12 Years of Experience” and later, “12 Years of Trust.”
But remember that number from earlier? The SEBI registration went live on August 22, 2025, less than a year before this review.
Maybe the business existed informally before registering; maybe it didn’t; the site doesn’t explain the gap.
So if a site says “12 years of experience,” does that automatically make it trustworthy? Not on its own, and definitely not without a record to back it up.
Double-check before you let one do the convincing for you.
3. Selective Client Testimonials
The refund policy openly admits that performance screenshots shown on Instagram, Telegram, and WhatsApp come from real clients the company asks to share results with them.
To its credit, it also adds that these results aren’t guaranteed to repeat for you.
That disclaimer is honest, but publishing selected profit screenshots as marketing still sits close to the kind of testimonial SEBI’s Advertisement Code was written to catch.
Also Read: Stock Option Research company, run by Anjali Nathilal Tiwari.
What Can Affinity Wealth Management Actually Promise You?
Understanding the exact boundary of a Research Analyst registration helps you spot the moment any sales pitch or marketing claim crosses a line it shouldn’t.
Permitted under an RA registration like INH000022914: Publishing research reports and issuing buy, sell, or hold recommendations backed by documented analysis.
Sharing views on stocks, indices, and derivatives. Charging a fixed subscription fee within SEBI’s prescribed limits.
Not permitted, no matter how it’s phrased: Guaranteeing returns or implying a specific outcome tied to any call. Describing a service as “education only” while actually delivering scheduled trade calls with entry and exit levels.
Publishing curated profit screenshots without also making clear how many recommendations didn’t work out.
If a firm’s own marketing contradicts its own compliance disclosures, that contradiction is worth raising directly, in writing, before you pay another rupee.
Also Read: Brightways Financial Services, seven paid plans, most breaching SEBI’s own cap.
What Should You Check Before Paying Affinity Wealth Management?
A clean SEBI number tells you the entity is registered, not that every claim on its website holds up. A few basic checks go a long way before you pay anyone.
- Read the refund and cancellation terms upfront. Know exactly what you’re entitled to before you pay, not after.
- Compare experience claims with the registration date. A big “years of trust” number should roughly line up.
- Treat discounts and price banners with a pinch of salt. A genuine price rarely needs a fake original next to it.
- Ask what exactly you’re paying for. Research calls, education, or something in between; get it in writing.
Client testimonials and profit screenshots make for good marketing, but they say nothing about your own outcome.
Read the fine print, not just the highlight reel, before you commit any money.
Already Paid Affinity Wealth Management and Something Doesn’t Add Up?
Our team will help you understand exactly which SEBI rule applies to your specific situation before you take the next step.
What Channels Are Available If You Need to File a Complaint?
If your experience with Affinity Wealth Management leaves you with an unresolved issue, several formal channels exist beyond just leaving a review.
- Start with a written complaint to the firm directly, then move to the SEBI SCORES portal if that doesn’t resolve it.
- If SCORES doesn’t settle the matter, the SMART ODR portal offers a structured mediation route as the next step.
- If mediation still doesn’t resolve things, formal arbitration in stock exchange is the final binding step available.
The exact process for each of these, including what evidence to gather and how long each stage typically takes, is covered in full on the Affinity Wealth Management reviews page on this site.
Conclusion
Affinity Wealth Management’s SEBI registration is real, but a real registration only confirms the firm is licensed, not that its marketing holds up.
The website contradicts itself on what it actually delivers, and a “12 years of trust” banner sits oddly next to a licence that’s under a year old.
Treat the registration as your starting point, not your verdict.
Report. Recover. Stay Fraud Free.
Yes, its registration number INH000022914 has been active since August 22, 2025, alongside BSE Enlistment No. 6668. No confirmed SEBI order or court case exists against the entity as of now. The site doesn't explain this gap directly. The business may have existed informally before registering, but no record on the site confirms this. Verify any experience claim against the actual registration date before relying on it. The homepage FAQ claims a focus on education over specific trade calls, but the Research Services page sells 3 to 4 daily intraday calls with entry, stop loss, and target levels. Ask directly, in writing, exactly what you're paying for before subscribing. Treat them as one outcome, not a guarantee, since results vary for every client and every trade. The firm's own refund policy confirms these are selectively shared results from clients specifically asked to submit them.Frequently Asked Questions
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