Financial Distributors Company Investment Opportunity in Mumbai, India

1. Partnership-led model tied up with Yes Bank Group, Edelweiss Wealth (now called Nuwama), Philip Capital, Alice Blue, etc. , and in the process of adding more. The company is targeting the top 20 broking platforms.

2. Successfully carried out the pilot for All Rounder and Algrow customers. Spent INR 900 as customer acquisition cost to earn INR 4,000 acquisition revenue per user. Profitable consumer from day one.

3. IFA Platform launched. 20+ IFAs onboarded and digital IFA acquisition. Delivering up to 1.5% upfront commission for the IFAs.

4. 65+ marquee corporates entrenched namely Mphasis, Infosys Pune, Microland, Dentsu, J&J, Shopper Stop, etc. The company has access to INR 5 lakh + employee base.

5. Recently won the best DevOps award for the tech processes and platform of the company.

Services offered,

- Mutual fund distributors.

- Insurance distributors.

The company also offers various financial products for optimizing risk and maximizing returns in an individual's portfolio, to help with better planning of money.

Information will be provided after the introduction.

The company has a small rented office in Mumbai in Malad west.

Equity: The company has raised over USD 6 Mn as equity investment from a Mauritius-based fund, family offices & HNIs in India and outside India.

Loans: INR 7.21 crore raised from promoter group (out of this INR 6.7 crore are in the process of conversion), INR 2.95 crore by way of debentures.

Shareholding: 74.74% held by the promoter group, and 25.26% held by other domestic and foreign entities.