Hedge Funds Company Investment Opportunity in Bangalore, India
SEBI-registered hedge fund with USD 5 million AUM seeks funding for launching its robo-advisory app.
Premium Plan
| Established | 5-10 year(s) |
| Employees | 10 - 50 |
| Legal Entity | Private Limited Company |
| Reported Sales | USD 100 - 200 thousand |
| Run Rate Sales | USD 207 thousand |
| EBITDA Margin | 20 % |
| Industries | Hedge Funds |
| Locations | Bangalore |
| Local Time | 3:59 PM Asia / Manila |
| Listed By | Business Owner / Director |
| Status | Active |
Partial Stake Sale
USD
260 thousand
for
15.0%
stake
(Native Currency: PHP 15,000,000)
Reason: To launch a Global advisory business with ETC, options, and other institutional-grade products. We a...
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Includes physical assets worth
USD
43 thousand
Interested to connect with advisors
Name, Phone, Email
Available after connect
Business Name
Not disclosed
User Verification
Documents
ROC-Verification.pdf
(66.6 KB)
Business Overview
Founded five years ago, the business operates as a SEBI-registered boutique fund with growing retail and institutional capital. Customized portfolios for each specific risk tolerance and investing objective. Our AUM stands at around USD 5 million.
We are growing rapidly and expect to have parabolic growth upon launching a robo-advisor for retail Robinhood smartphone traders with a low barrier to entry.
This market is massively under-served and has the greatest ROI potential.
Company founders have broad backgrounds in asset management, coding, math, and marketing.
Revenue streams.
• 20% profit share from investments.
• 0.5% administrative fees.
• Tiny management fee.
The individual handling this transaction is based in Malaysia for now and has experience in taking small-cap companies public.
We are growing rapidly and expect to have parabolic growth upon launching a robo-advisor for retail Robinhood smartphone traders with a low barrier to entry.
This market is massively under-served and has the greatest ROI potential.
Company founders have broad backgrounds in asset management, coding, math, and marketing.
Revenue streams.
• 20% profit share from investments.
• 0.5% administrative fees.
• Tiny management fee.
The individual handling this transaction is based in Malaysia for now and has experience in taking small-cap companies public.
Products & Services Overview
The service that we provide involves:• Development and review of Investment Policy Statement.
• Advising on a customized portfolio.
• Implementation of the investment plan.
• A live monitor and monthly performance report.
• Portfolio rebalancing.
• Tax loss harvesting.
Robo-advisory app in development.
Please view our website for more information. A full presentation is available upon request.
Assets Overview
Tangible assets include equipment in the office and retail property.
Facilities Overview
Our rented headquarters are located in Bangalore. We also have a physical office in the Philippines.
Capitalization Overview
Self funded through private equity- only shareholder equity and less than 50 shareholders currently. The goal is to launch public entity in the next 2-5 years for a liquidity and exit event.
Recent Activity
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Earlier than 15 daysCEO, London, Financial Consultant connected with the Business
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Earlier than 15 daysDirector, FMCG Manufacturing, Hyderabad, Individual Investor / Buyer connected with the Business
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Earlier than 15 daysDirector, Clothing, Delhi, Individual Investor / Buyer connected with the Business
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