Pomanda estimates the enterprise value of AJI FINANCIAL PLANNING LIMITED at £216.2k based on a Turnover of £306.7k and 0.7x industry multiple (adjusted for size and gross margin).
aji financial planning limitedEstimated Valuation
£126.5k
Pomanda estimates the enterprise value of AJI FINANCIAL PLANNING LIMITED at £126.5k based on an EBITDA of £23.3k and a 5.44x industry multiple (adjusted for size and gross margin).
aji financial planning limitedEstimated Valuation
£99.2k
Pomanda estimates the enterprise value of AJI FINANCIAL PLANNING LIMITED at £99.2k based on Net Assets of £28.3k and 3.51x industry multiple (adjusted for liquidity).
Edit your figures and get a professional valuation report.
Aji Financial Planning LimitedOverview
Aji Financial Planning Limited is a live company located in wolverhampton, WV3 9JS with a Companies House number of 11216729. It operates in the financial management sector, SIC Code 70221. Founded in February 2018, it's largest shareholder is
anu joshi
with a 100% stake. Aji Financial Planning Limited is a young,
micro sized company, Pomanda has estimated its turnover at
£306.7k with
high
growth in recent years.
Pomanda's financial health check has awarded Aji Financial Planning Limited a 1.5 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 6 areas for improvement. Company Health Check FAQs
Health Rating1.5out of 5
1 Strong
3 Regular
6 Weak
Size
annual sales of £306.7k, make it smaller than the average company (£879.7k)
£306.7k - Aji Financial Planning Limited
£879.7k - Industry AVG
Growth
3 year (CAGR) sales growth of 21%, show it is growing at a faster rate (9.6%)
21% - Aji Financial Planning Limited
9.6% - Industry AVG
Production
with a gross margin of 79.3%, this company has a comparable cost of product (79.3%)
79.3% - Aji Financial Planning Limited
79.3% - Industry AVG
Profitability
an operating margin of 7.5% make it as profitable than the average company (9.1%)
7.5% - Aji Financial Planning Limited
9.1% - Industry AVG
Employees
with 3 employees, this is below the industry average (5)
3 - Aji Financial Planning Limited
5 - Industry AVG
Pay Structure
on an average salary of £50.3k, the company has an equivalent pay structure (£50.3k)
£50.3k - Aji Financial Planning Limited
£50.3k - Industry AVG
Efficiency
resulting in sales per employee of £102.2k, this is less efficient (£134.2k)
£102.2k - Aji Financial Planning Limited
£134.2k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- - Aji Financial Planning Limited
- - Industry AVG
Creditor Days
its suppliers are paid after 8 days, this is quicker than average (36 days)
8 days - Aji Financial Planning Limited
36 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Aji Financial Planning Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities
for 0 weeks, this is less cash available to meet short term requirements (32 weeks)
0 weeks - Aji Financial Planning Limited
32 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 82.1%, this is a higher level of debt than the average (57.2%)
82.1% - Aji Financial Planning Limited
57.2% - Industry AVG
AJI FINANCIAL PLANNING LIMITED financials
EXPORT
Aji Financial Planning Limited's latest turnover from March 2024 is estimated at £306.7 thousand and the company has net assets of £28.3 thousand. According to their latest financial statements, Aji Financial Planning Limited has 3 employees and maintains cash reserves of £227 as reported in the balance sheet.
Data source:Companies House, Pomanda Estimates
Mar 2024
Mar 2023
Mar 2022
Mar 2021
Mar 2020
Mar 2019
Turnover
306,726
215,841
281,986
174,723
167,075
267,750
Other Income Or Grants
Cost Of Sales
63,462
41,758
31,716
25,223
35,472
49,827
Gross Profit
243,264
174,083
250,270
149,500
131,604
217,923
Admin Expenses
220,316
170,774
242,129
148,251
126,431
220,589
Operating Profit
22,948
3,309
8,141
1,249
5,173
-2,666
Interest Payable
306
379
312
154
Interest Receivable
30
26
1
1
2
13
Pre-Tax Profit
22,672
2,957
7,831
1,095
5,175
-2,653
Tax
-5,668
-562
-1,488
-208
-983
Profit After Tax
17,004
2,395
6,343
887
4,192
-2,653
Dividends Paid
Retained Profit
17,004
2,395
6,343
887
4,192
-2,653
Employee Costs
150,792
105,864
138,048
77,511
89,034
102,401
Number Of Employees
3
2
3
2
2
2
EBITDA*
23,268
3,439
8,203
1,311
5,173
-2,666
* Earnings Before Interest, Tax, Depreciation and Amortisation
Mar 2024
Mar 2023
Mar 2022
Mar 2021
Mar 2020
Mar 2019
Tangible Assets
704
264
125
187
Intangible Assets
97,830
Investments & Other
Debtors (Due After 1 year)
Total Fixed Assets
98,534
264
125
187
Stock & work in progress
Trade Debtors
Group Debtors
Misc Debtors
58,745
42,655
28,396
18,782
4,702
Cash
227
918
328
1,184
3,474
misc current assets
total current assets
58,972
43,573
28,724
18,782
5,886
3,752
total assets
157,506
43,837
28,849
18,969
5,886
3,752
Bank overdraft
2,225
3,212
4,174
5,061
Bank loan
Trade Creditors
1,469
1,234
749
1,351
12
Group/Directors Accounts
1,136
11,424
1,888
6
other short term finances
hp & lease commitments
other current liabilities
124,408
16,703
13,169
10,025
4,235
total current liabilities
129,238
32,573
19,980
16,443
4,247
6,305
loans
hp & lease commitments
Accruals and Deferred Income
other liabilities
provisions
total long term liabilities
total liabilities
129,238
32,573
19,980
16,443
4,247
6,305
net assets
28,268
11,264
8,869
2,526
1,639
-2,553
total shareholders funds
28,268
11,264
8,869
2,526
1,639
-2,553
Mar 2024
Mar 2023
Mar 2022
Mar 2021
Mar 2020
Mar 2019
Operating Activities
Operating Profit
22,948
3,309
8,141
1,249
5,173
-2,666
Depreciation
320
130
62
62
Amortisation
Tax
-5,668
-562
-1,488
-208
-983
Stock
Debtors
16,090
14,259
9,614
14,080
4,702
Creditors
235
485
-602
1,339
12
Accruals and Deferred Income
107,705
3,534
3,144
5,790
4,235
Deferred Taxes & Provisions
Cash flow from operations
109,450
-7,363
-357
-5,848
3,735
-2,666
Investing Activities
capital expenditure
-98,590
-269
-249
Change in Investments
cash flow from investments
-98,590
-269
-249
Financing Activities
Bank loans
Group/Directors Accounts
-10,288
9,536
1,882
6
Other Short Term Loans
Long term loans
Hire Purchase and Lease Commitments
other long term liabilities
share issue
100
interest
-276
-353
-311
-153
2
13
cash flow from financing
-10,564
9,183
1,571
-147
2
113
cash and cash equivalents
cash
-691
590
328
-1,184
-2,290
3,474
overdraft
-987
-962
-887
5,061
change in cash
296
1,552
1,215
-6,245
-2,290
3,474
aji financial planning limited Credit Report and Business Information
Very Low Risk70 - 100
Low Risk50 - 70
Moderate Risk30 - 50
High Risk20 - 30
Very High Risk0 - 20
Get a comprehensive credit check for aji financial planning limited. Get real-time insights into aji financial planning limited's credit score, group structure and payment trends.
Perform a competitor analysis for aji financial planning limited by selecting its closest rivals, whether from the PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES sector, other micro companies, companies in WV3 area or any other competitors across 12 key performance metrics.
aji financial planning limited Ownership
AJI FINANCIAL PLANNING LIMITED group structure
Aji Financial Planning Limited has no subsidiary companies.
Ultimate parent company
AJI FINANCIAL PLANNING LIMITED
11216729
AJI FINANCIAL PLANNING LIMITED Shareholders
The sole shareholder of Aji Financial Planning Limited is Anu Joshi.
anu joshi
100%
aji financial planning limited directors
Aji Financial Planning Limited currently has 1 director, Mrs Anu Joshi serving since Feb 2018.
A charge, or mortgage, refers to the rights a company gives to a lender in return for a loan, often in the form of security given over business assets.
We did not find charges/mortgages relating to aji financial planning limited.
aji financial planning limited Capital Raised & Share Issues BETA
When a company issues new shares, e.g. to new investors following a funding round, it is required to notify Companies House within one month of making an allotment of shares.
Click to start generating capital raising & share issue transactions for AJI FINANCIAL PLANNING LIMITED. This can take several minutes, an email will notify you when this has completed.
aji financial planning limitedCompanies House Filings - See Documents
