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Consulting Company Investment Opportunity in Coimbatore, India

An upcoming financial advisory in Coimbatore seeks a strategic investor for expansion and growth.

Established 1-5 year(s)
Employees 5 - 10
Legal Entity Private Limited Company
Reported Sales USD 50 thousand
Run Rate Sales USD 80 thousand
EBITDA Margin 17 %
Industries Consulting
Locations  Coimbatore
Local Time 9:31 PM Asia / Kolkata
Listed By Business Owner / Director
Status Active
Overall Rating
Partial Stake Sale
USD 400 thousand for 15.0% stake (Native Currency: INR 35,000,000)
Reason: We need a strategic investor who has scaled businesses or is an experienced professional (CA, CFA, l... View More
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Business Overview

- Financial advisory and consulting business that provides services like due diligence and portfolio advisory.

- The business has 6 permanent employees and 18 freelancers. This model has been adopted to maintain a low OPEX.

- We charge our clients for services like due diligence, listed and unlisted valuations, portfolio advisory, wealth management, and balance sheet restructuring.

- The business is connected to UHNI families and has been rewarded with several awards such as:

• Best asset & wealth management company awarded by Magazine Fame.

• Best admired company of the year also awarded by Magazine Fame.

- A completely bootstrapped company with no loans.

- Company has two owners in a 90:10 shareholding pattern.

Products & Services Overview

We provide due diligence services for pre-IPO companies, portfolio advisory, and data science analysis.

We also provide advisory services for MSME's to help them explore export and import opportunity.

Assets Overview

The business does not own any physical assets at the moment since we are an asset-light business.

Facilities Overview

We operate from a rented office in Coimbatore. We will soon move to an owned property.

Capitalization Overview
Not Disclosed
Recent Activity
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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.
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