Mutual Fund Agent Investment Opportunity in Ahmedabad, India

Pan India mutual fund online distribution platform expanding into insurance web aggregation and bond broking.

Established From
Employees
Legal Entity
Reported Sales
Run Rate Sales
USD 16 thousand
EBITDA Margin
18 %
Industries
Locations
Local Time
5:45 AM Ahmedabad
Listed By
Business Owner / Director
Status
Active
Overall Rating
Seeking Investment
USD 330 thousand for 15.0% stake (Native Currency: INR 25,000,000)
Reason: For upgrading the technology and for hiring a sales team.
Includes physical assets worth USD 660
Interested to connect with advisors
Name, Phone, Email
Available after connect
Business Name
Available after connect
User Verification
Documents
Pitch Deck
Business Overview

- A mutual funds distributor and financial services provider based in Ahmedabad, that started operations in 2017.

- We have partnered with 28 mutual fund providers including banks and capital management companies.

- We offer 400 mutual funds on our platform and receive a commission for every customer that invests in a mutual fund through us.

- We currently have Rs. 1 Crore in assets under management.

- There are 1,000 registered users on the platform.

- We intend to start brokerage services, financial analysis and portfolio management services in the near future.

- Owner is a CFA charter holder and has over 10 years of experience in this industry.

Products & Services Overview

Mutual funds distributor, intend to offer brokerage services, financial analysis and portfolio management services in the near future.

Facilities Overview
Recent Activity
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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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