Financial Distributors Business Investment Opportunity in Hubballi, India

- Company offers investment advisory, mutual funds, insurance advisory and financial planning services to HNI clients.

- We are headquartered in Hubballi with branches in Goa, Kolhapur, Belgaum, Hospet, Bijapur.

- Started this company with INR 1 lakh 8 years ago and our last financial year's income was around INR 2.5 crore.

- We have a client base of more than 1,500 HNIs with an asset value of over INR 1,000 cr.

- Have already applied for RIA SEBI registration and the process has been delayed due to Covid-19.

- We also offer financial advice to 28 co-operative banks on SLR and Non-SLR investment and we charge an annual fee of INR 50K for our services.

- Have tie-ups with 6-7 top Mutual Fund companies and we receive trail commission from them.

- We provide advisory services to our clients completely based on their financial portfolio.

- We charge brokerage fee from clients on the investment they make and also charge annual membership fee from our clients.

- Planning to expand our company to 3 more states. We are majorly focusing on Tier-2 & 3 cities.

- Promoter has more than 15 years of experience in this field.

- Physical assets include office interiors, furniture and computers.

We offer Investment Advisory, Mutual Funds, Insurance Advisory, Financial Planning services to clients.

Corporate rented office space in Hubballi is around 1,500 sq. ft. and all other 5 rented branch offices in Goa, Kolhapur, Belgaum, Hospet, Bijapur are approximately 500 sq. ft.