Financial Distributors Company Investment Opportunity in Mumbai, India
Financial distribution AI-based company having 65+ marquee corporates operating from Mumbai.
Premium Plan
| Established | 5-10 year(s) |
| Employees | 10 - 50 |
| Legal Entity | Private Limited Company |
| Reported Sales | USD 90 thousand |
| Run Rate Sales | USD 56 thousand |
| EBITDA Margin | 5 % |
| Industries | Financial Distributors |
| Locations | Mumbai |
| Local Time | 2:48 PM Asia / Kolkata |
| Listed By | Advisor / Business Broker |
| Status | Active |
Partial Stake Sale
USD
1.16 million
for
6.0%
stake
(Native Currency: INR 100,000,000)
Reason: For growth and expansion toward global geographies. This valuation takes into account our valuations...
View More
Includes physical assets worth
USD
1.1 million
Documents
Pitch Deck
(3.2 MB)
Promotional and Informational Content
(190.2 KB)
Image 1
(33.4 KB)
Image 2
(23.4 KB)
Image 3
(22.6 KB)
Image 4
(25.3 KB)
ROC-Verification.pdf
(66.3 KB)
Business Overview
- Partnership-led model tied up with Yes Bank Group, Edelweiss Wealth (now called Nuwama), Philip Capital, and Alice Blue and are in the process of adding more.
- The company is targeting the top 20 broking platforms.
- Successfully carried out the pilot for our products.
- Spent INR 900 as customer acquisition cost to earn INR 4,000 acquisition revenue per user. Profitable from day one.
- IFA platform launched. 20+ IFAs onboarded and digital IFA acquisition.
- Delivering up to 1.5% upfront commission for the IFAs.
- 65+ marquee corporates entrenched namely Mphasis, Infosys Pune, Microland, Dentsu, J&J, and Shopper Stop.
- The company has access to INR 5 lakh+ employee base.
- Recently won the Best DevOps award for the tech processes and platform of the company.
- The company is registered with the Association of Mutual Funds in India (AMFI) as a mutual fund distributor and also holds a valid corporate agent (CA) registration with the Insurance Regulatory and Development Authority of India (IRDAI).
- The company is targeting the top 20 broking platforms.
- Successfully carried out the pilot for our products.
- Spent INR 900 as customer acquisition cost to earn INR 4,000 acquisition revenue per user. Profitable from day one.
- IFA platform launched. 20+ IFAs onboarded and digital IFA acquisition.
- Delivering up to 1.5% upfront commission for the IFAs.
- 65+ marquee corporates entrenched namely Mphasis, Infosys Pune, Microland, Dentsu, J&J, and Shopper Stop.
- The company has access to INR 5 lakh+ employee base.
- Recently won the Best DevOps award for the tech processes and platform of the company.
- The company is registered with the Association of Mutual Funds in India (AMFI) as a mutual fund distributor and also holds a valid corporate agent (CA) registration with the Insurance Regulatory and Development Authority of India (IRDAI).
Products & Services Overview
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.
Assets Overview
Information will be provided after the introduction.
Facilities Overview
The company has a small rented office in Mumbai in Malad West.
Capitalization Overview
Equity: The company has raised almost INR 50 crore (USD 6 million) as equity investment from a Mauritius-based fund, family offices, and HNIs in 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.
Recent Activity
-
Earlier than 15 daysManaging Director, Software Development, Hyderabad, Corporate Investor / Buyer connected with the Business
-
Earlier than 15 daysOwner, Agriculture Products, Ahmednagar, Corporate Investor / Buyer connected with the Business
-
Earlier than 15 daysExecutive Director, Financial Investment, Dubai, Individual Investor / Buyer connected with the Business
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