Asset Management Business Investment Opportunity in Chennai, India

Business developing a financial planning and investment advisory website and app for individuals seeking investment.

Established
Employees
Legal Entity
Reported Sales
Run Rate Sales Nil
EBITDA Margin Nil
Industries Asset Management + 2 more
Locations  Chennai
Local Time 5:29 PM Chennai
Listed By Business Owner / Director
Status Moderately Active
Overall Rating
Seeking Investment
USD 70 thousand for 25.0% stake (Native Currency: INR 5,000,000)
Reason: Development work needs to be completed and taken to market through social media networking.
Interested to connect with advisors
Name, Phone, Email
Not disclosed
Business Name
Not disclosed
User Verification
Documents
Business Overview

- Business will have robo: a computer-generated process where after inputting the data, the financial planning information will be given.

- Individuals can have access to financial advisory: will help in investment, and in general financial planning.

- Promoter has about 12 years of experience in the financial advisory services.

- Qualified CFA and CFP.

Products & Services Overview

1. Online financial planning and advisory on investments (risk planning, retirement planning, risk profile based asset allocation and investments)

2. Tax planning.

3. Documents storage system.

4. Budget planning and execution tool. Related to set financial goals.

5. Evaluating liabilities and restructuring if needed.

6. Online income tax filing for individuals.

Facilities Overview
Recent Activity
Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct. Note that SMERGERS is not liable for any loss, damage, costs, claims and expenses whatsoever arising from transacting with any other user from the website. The final responsibility of conducting a thorough due diligence and taking the transaction forward lies with the users. Please read best practices on SMERGERS.
Contact Business
Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
You might also be interested in these businesses

Frequently
Asked
Questions

  • Why can’t I see the business’ name or contact number? How do I contact the business?
  • What level of due diligence does SMERGERS conduct on the businesses/member?
  • How can I be sure that the business profile will be active?
  • How does SMERGERS rate business profiles?
  • Do I need to pay to connect with a business?
  • Show more