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Asset Management Business Investment Opportunities

Showing 1 - 9 of 9 Asset Management Business Investment Opportunities. Invest in an Asset Management or a Investment Management Business.

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Asset Management Business Investment Opportunity in Singapore

Partner with a Singapore based fund targeting 12-15% IRR in Asia's high-growth SMEs.
An opportunity for asset/business owners, dealers, brokers and experienced financial executives to co-own a Singapore based fund. - The SME growth fund is a private debt fund focused on providing financing high-growth small and medium enterprises (SMEs) and startups in Asia. - The fund aims to generate attractive risk-adjusted returns while supporting businesses that are aligned with the United Nations Sustainable Development Goals (UN SDGs). - Fund Type: Open-ended. - Investment focus: - The fund will primarily invest in the form of short-term loans and working capital facilities to SMEs and startups across various sectors in Asia, with a focus on: A) High-growth potential companies with proven business models and strong management teams involved in various industries like aviation, healthcare and technology among others. B) Businesses that demonstrate a clear path to profitability and sustainable cash flows. C) Companies that are positively impacting the UN SDGs through their products, services or operations. - Geographical focus: Asia. - Target IRR: 12 to 15%
9.1   Singapore
Run Rate Sales
Nil
EBITDA Margin
Nil
Partial Stake Sale
USD 75 K for 10%
Contact Business

Asset Management Company Investment Opportunity in Bangalore, India

Digital exchange for buying and selling tokenized properties in 1sqft units with instant algorithmic settlements.
Innovative offering: tradable digital assets allow investors to buy and sell real estate from just 1 square foot units, using blockchain-backed security, instant settlements and algorithmic pricing. Strong market potential: the global real estate market, valued at USD 230 trillion, is larger than the combined value of global stocks and bonds. The company is uniquely positioned to capture a significant portion of this market, particularly in India. Early traction: over 30,000 and 7,500 active users within the first 250 days over 36 cities, with a gross transaction volume of INR 17 crore. Proprietary technology: mark-to-market pricing for real-time valuations, enabling liquidity and transparency for investors. Regulatory approval: admitted into regulatory frameworks at IFSCA, GIFT City, and Qatar Financial Centre, ensuring compliance with global standards. Ambitious expansion plans: With a Series A round targeted to raise INR 100 crore, the company plans to expand its offering and explore other asset classes beyond real estate. Esteemed founding team: Backed by industry veterans with experience from Damac, Puravankara, DXC Technology, Knight Frank, ICICI Bank, and more. Marquee investors: Backed by marquee investors such as Harsha Bhogle, TOI Group, and HT Media. The company is dedicated to revolutionising real estate investments through fractional, tradable digital assets. Its rapid growth and strong market positioning highlight the significant potential of the platform.
Digital exchange for buying and selling tokenized properties in 1sqft units with instant algorithmic settlements.
8.2   Bangalore
Run Rate Sales
USD 850 thousand
EBITDA Margin
Nil
Partial Stake Sale
USD 1.65 Mn for 6%
Contact Business

Asset Management Company Investment Opportunity in Sion, Switzerland

Swiss based asset management company with FINMA License, seeking investment for expansion.
An independent wealth management company, based in Switzerland. - First company to obtain a FINMA License in Valais. - We have ~ 20 clients. - Management mandate revenue model. - We charge a quarterly management fee of 1%. - Extensive and long-standing relationships with clients. - Our company manages our clients’ accounts through a selection of first-class custodian banks based in Switzerland, Lichtenstein and UAE. - We help our clients to grow and protect their wealth with tailored strategies that focus on what's important to you and the needs of your family or business. - By taking full charge of all aspects of asset management: portfolio structure, investment strategy, and asset allocation, we enable our clients to focus on essentials. - Each portfolio is structured, managed, and optimized on the basis of a risk profile. - We also provide services like family office, investment consulting, financial advisory, real estate, and tax & legal planning. - The business has 3 permanent employees. No additional contract/part-time employees.
9.8   Sion
Run Rate Sales
USD 1.16 million
EBITDA Margin
10 - 20 %
Partial Stake Sale
USD 5.8 Mn for 50%
Contact Business
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Asset Management Company Investment Opportunity in Sion, Switzerland

Swiss based asset management company with FINMA License, seeking investment for expansion.
An independent wealth management company, based in Switzerland. - First company to obtain a FINMA License in Valais. - We have ~ 20 clients. - Management mandate revenue model. - We charge a quarterly management fee of 1%. - Extensive and long-standing relationships with clients. - Our company manages our clients’ accounts through a selection of first-class custodian banks based in Switzerland, Lichtenstein and UAE. - We help our clients to grow and protect their wealth with tailored strategies that focus on what's important to you and the needs of your family or business. - By taking full charge of all aspects of asset management: portfolio structure, investment strategy, and asset allocation, we enable our clients to focus on essentials. - Each portfolio is structured, managed, and optimized on the basis of a risk profile. - We also provide services like family office, investment consulting, financial advisory, real estate, and tax & legal planning. - The business has 3 permanent employees. No additional contract/part-time employees.
9.8   Sion
Run Rate Sales
USD 1.16 million
EBITDA Margin
10 - 20 %
Partial Stake Sale
USD 5.8 Mn for 50%
Contact Business

Asset Management Company Investment Opportunity in Oakville, Canada

Seeks Investment: Asset management company focused on real estate investing with proprietary technology platform.
We are a well-rounded and complete service provider for asset management with a focus on real estate investing. - The company has a proprietary technology platform internally used and might be scaled for a larger real estate investing and asset management audience. - In contrast to traditional real estate investment companies, our primary focus is on providing customer-centric solutions. - We have embraced digitalization, streamlining the entire investment process from the virtual data room to the finalization of deals, including the registration of share certificates and the distribution of share profits. - The platform has the potential to grow into an AI-empowered real estate investing platform and/or real estate tokenization platform. - We own our proprietary technology that can be further employed by other real estate development companies or real estate agents or teams. - Our company is also considered a Halal investing and financing company, a niche that is underserved and with double-digit growth potential. - Since inception, the company was able to source some quality investment opportunities and to complete several investment cycles resulting in satisfied investors who have enjoyed annual returns ranging from 10% to 15%. - The team includes all Canadian citizens with top university degrees and experience in real estate, finance & banking. - The team has successfully worked together for more than 4 years and is in great harmony.
Seeks Investment: Asset management company focused on real estate investing with proprietary technology platform.
7.4   Oakville
Run Rate Sales
USD 1.07 million
EBITDA Margin
15 %
Partial Stake Sale
USD 490 K for 25%
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Asset Management Company Investment Opportunity in Mumbai, India

Asset management company that has 200-250 clients and has tied up with 120 distributors.
Asset management company that creates a product which is later sold to our clients through distribution channels. - HNIs are our clients. We handle their portfolios. - We have 120 distributors that we have tied up with. - We receive our clients through website and distributor channels. - We charge 2.5% as a commission on the investment of the clients. - The business has 200-250 clients. - Majority of our clients are from countries other than India. - Our products consist of investments that is is outside the Indian market as well. - We are projecting our AUM to be INR 1.5k cr in a year from now and INR 2k cr in 2 years. - The business is registered under SEBI.
7.5   Mumbai
Run Rate Sales
USD 1.42 million
EBITDA Margin
25 %
Partial Stake Sale
USD 1.77 Mn for 5%
Contact Business

Asset Management Company Investment Opportunity in Amsterdam, Netherlands

Regulated real estate investment fund in Luxembourg with a solid pipeline of deals.
Our real estate investment fund in Luxembourg is offering a limited-time opportunity to invest in our carefully curated portfolio of hotels, residential, and logistics properties. - Our experienced management team has scoured the market to identify the best properties with strong economic fundamentals. - We believe that our portfolio offers exceptional potential for growth and stability, and we're excited to share this opportunity with a select group of investors. - Our fund is only available to a limited number of high-net-worth individuals and investment clubs who understand the value of exclusivity and long-term investments. - We are not interested in a quick sale. We are looking for investors who share our vision and want to invest in real estate for the long haul. - We're currently offering a unique opportunity to invest in our current portfolio of properties, but this round of investments will only be available for a limited time. Once this round is over, we won't be accepting new investments until the last quarter of next year at the earliest. - In addition, our exclusive group of investors sometimes has access to unique off-market projects that are not available to the general public. These opportunities can provide a clear advantage in a highly competitive market, and we're excited to offer them to our select group of investors. - So if the party is ready to invest in a carefully curated portfolio of real estate properties with exceptional potential for growth and stability, then we invite to consider investing in our real estate investment fund in Luxembourg. - The stake will be given to the entire company. - We have 12 full-time employees and 4 part-time employees.
7   Amsterdam
Run Rate Sales
USD 12.7 million
EBITDA Margin
8 %
Partial Stake Sale
USD 1.06 Mn for 20%
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Asset Management Company Investment Opportunity in Mumbai, India

Company that has developed an investment application on which a user gets 5-15% returns pm.
38k active users in 5 months. - On boarded Suresh Raina as a brand ambassador. - Received award from Shri Nitin Gadkari for contribution to the financial field. - Promoter is a well-known entrepreneur. - The app has faced many issues from the payment gateway side which resulted in the loss of ratings which the company is already working to improve the service.
6.9   Mumbai
Run Rate Sales
USD 1.42 million
EBITDA Margin
20 %
Partial Stake Sale
USD 1.18 Mn for 10%
Contact Business

Asset Management Company Investment Opportunity in Hyderabad, India

Hyderabad-based investment management company seeks an investor to set up its Bangalore office.
Investment management firm in Hyderabad. - We earn revenue by charging a 2% management fees, and by retaining part of the returns from our investments. - Our investors include HNIs and retail investors that can invest a minimum of INR 30 lakhs. - Total AUM of INR 2.5 crore, 70% of our allocation is in real estate instruments. A) Generated 13% returns in our first project within 3 months. B) Expected to generate 17-21% in the next 4-6 months time. C) We choose an investment after weighing the pros and cons. - Operating since January of this year. - No bank loans in the company's name. - The company has two shareholders in a 90:10 shareholding pattern. - The investor will get a 10% stake in this company.
Hyderabad-based investment management company seeks an investor to set up its Bangalore office.
8.4   Hyderabad
Run Rate Sales
USD 213 thousand
EBITDA Margin
32 %
Partial Stake Sale
USD 35.4 K for 10%
Contact Business

Asset Management Business Investment Opportunity in Bangalore, India

Company developing trading algorithms to manage funds for brokers and UHNI clients seeks investment.
We manage funds for our clients using our trading algorithm developed by the promoters using their expertise in the field. - 4 years of R&D went into the development of this algorithm. - In simple terms, clients subscribe to use this algorithm but our revenue model is not based on subscription but we are paid a commission of 20% on profits. - Clients are brokers and UHNIs, and we have 3 clients at the moment. - We are managing INR 140 crore of exposure with approximately INR 47 crore of margin. In the next 2 months, we are expecting another INR 60 crore of assets under management exposure. - Have delivered 24% ROI per annum with a maximum risk of 8% on the exposure. - Under our algorithm, 3 times leverage can be used. For example, if someone wants to trade INR 150 crore worth of exposure, they require only INR 50 crore of margin, so their ROI percent and max risk on exposure will be multiplied 3 times. - As of now, we are not registered under SEBI but looking to apply for an AIF CAT III License within 1 year time frame. With this license, we will have many tax benefits and higher margins. - Valuation is based on the following parameter: with the current expansion rate, without adding any new clients and having INR 200 crore of exposure on book, generating ROI at 24%, we will be generating INR 48 crore profit for the clients. On profit, we will be sharing 20% which will be around INR 9.6 crore per annum to the company. Investor buying 11% stake at INR 3 crore can recover initial investment in 3 years time frame. - Moreover, if we scale our business to 5 times which is highly possible, then Investment can be recovered in a single year. - Recently, we have sold 5% stake at INR 1.5 crore to an investor.
Company developing trading algorithms to manage funds for brokers and UHNI clients seeks investment.
8.8   Bangalore
Run Rate Sales
USD 320 thousand
EBITDA Margin
24 %
Partial Stake Sale
USD 354 K for 11%
Contact Business
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    There are 9 active and verified asset management business investment opportunities listed on SMERGERS as of 12 December 2024.
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