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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.
This Business is on a 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 210 thousand
EBITDA Margin 20 %
Industries Hedge Funds
Locations  Bangalore
Local Time 6:47 PM Asia / Manila
Listed By Business Owner / Director
Status Active
Overall Rating
Partial Stake Sale
USD 270 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... View More
Includes physical assets worth USD 45 thousand
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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.

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.

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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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