Life & Health Insurance Company Investment Opportunity in Pune, India
IRDAI-licensed Pune-based insurance broker with 90% B2B revenue, seeking ₹35 Cr for 10% stake.
| Established | 5-10 year(s) |
| Employees | 50 - 100 |
| Legal Entity | Private Limited Company |
| Reported Sales | USD 310 thousand |
| Run Rate Sales | USD 470 thousand |
| EBITDA Margin | 10 % |
| Industries | Life & Health Insurance |
| Locations | Pune |
| Local Time | 6:57 AM Asia / Kolkata |
| Listed By | Business Owner / Director |
| Status | Active |
Partial Stake Sale
USD
4 million
for
10.0%
stake
(Native Currency: INR 350,000,000)
Reason: The funds will be utilized to accelerate growth initiatives and modernize our technological infrastr...
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Includes physical assets worth
USD
51 thousand
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Business Overview
- Pune-based IRDAI-licensed insurance brokerage firm offering a full suite of life, health, motor, and commercial insurance solutions.
- Serving 100+ SME and corporate clients with customized group health, general insurance, and compliance-based offerings.
- Reached 9,000+ individual customers via digital and offline channels; B2B accounts for 90% of total revenue.
- Commission-based revenue model from both corporate renewals and individual product sales, supported by a 52-member team.
- Operates five offices, including a 500 sq. mtr. promoter-owned facility, ensuring long-term cost control and operational stability.
- Promoted by industry veterans with 20+ years of experience across insurance advisory, compliance, distribution, and risk management.
- Strong insurer partnerships across life, general, and health segments ensure a diverse product portfolio and competitive offerings.
- The business has experienced growth compared to last year, driven by the addition of skilled and dedicated agents. Strengthening our manpower has directly contributed to increased revenue and improved overall performance.
- Serving 100+ SME and corporate clients with customized group health, general insurance, and compliance-based offerings.
- Reached 9,000+ individual customers via digital and offline channels; B2B accounts for 90% of total revenue.
- Commission-based revenue model from both corporate renewals and individual product sales, supported by a 52-member team.
- Operates five offices, including a 500 sq. mtr. promoter-owned facility, ensuring long-term cost control and operational stability.
- Promoted by industry veterans with 20+ years of experience across insurance advisory, compliance, distribution, and risk management.
- Strong insurer partnerships across life, general, and health segments ensure a diverse product portfolio and competitive offerings.
- The business has experienced growth compared to last year, driven by the addition of skilled and dedicated agents. Strengthening our manpower has directly contributed to increased revenue and improved overall performance.
Products & Services Overview
Core products include group health insurance for SMEs, life and motor insurance for individuals, and commercial insurance products for corporates. Strong client base includes small and mid-sized enterprises, working professionals, and digitally acquired retail customers.
Assets Overview
Tangible assets:Office furniture valued at ₹40 lakh and 30 laptops worth ₹4.5 lakh.
Intangible assets:
IRDAI license, company incorporation certificate, and GST registration.
Facilities Overview
The business operates from five offices, with a total operational area of 500 square meters. All facilities are promoter-owned, not leased or rented, ensuring long-term cost efficiency and asset stability. Please note that the investment pertains solely to equity in the company and does not include ownership of the office properties.
Capitalization Overview
The business is funded through a mix of equity and debt. It is owned by four directors with the following shareholding structure: Director 1 – 27%, Director 2 – 27%, Director 3 – 27%, and Director 4 – 19%. Current liabilities include a business loan of ₹32.5 lakh, additional debt of ₹76 lakh, and a promoter loan of ₹1.01 crore. This structure highlights strong promoter confidence, with substantial internal funding support and manageable external borrowing.
Recent Activity
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2 days, 12 hours agoDirector, Retail, Mumbai, Corporate Investor / Buyer connected with the Business
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