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Newly Established Financial Distributors Business Investment Opportunity in Sundargarh, India

Registered financial distributor with Udyam and GST certifications, providing customized loans, insurance, and investment solutions.

Established 0-1 year(s)
Employees 2 - 5
Legal Entity Sole Proprietorship/Sole Trader
Reported Sales Nil
Run Rate Sales USD 2.08 million
EBITDA Margin 2 %
Industries Financial Distributors
Locations  Sundargarh
Local Time 9:21 AM Asia / Kolkata
Listed By Business Owner / Director
Status Active
Overall Rating
Partial Stake Sale
USD 580 thousand for 15.0% stake (Native Currency: INR 50,000,000)
Reason: The owner has purchased land and intends to develop plots to expand the business into real estate.
Includes physical assets worth USD 1.04 million
Interested to connect with advisors
Name, Phone, Email
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Business Name
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User Verification
Documents
Udyam Certificate
Business Overview
- The company specializes in customized financial products and services, including loans, insurance, investment opportunities, debt collection, and operates as a Direct Selling Agent (DSA).
- Primary offerings of the agency include solar loans, business loans, and motor loans, designed to meet the financing needs of individuals and businesses.
- With a customer-centric approach, the agency focuses on providing transparent, reliable, and tailored financial solutions, fostering long-term relationships built on trust and integrity.
- Core values include a commitment to excellence, conducting business with honesty and transparency, and a team of skilled financial professionals dedicated to delivering expert advice and services.
- The agency offers a range of loan services such as personal loans, home loans, auto loans, and business loans, along with insurance products like life insurance, health insurance, and motor insurance, as well as investment solutions including mutual funds, fixed deposits, and retirement plans.
- Established just three months ago, the agency has already served around 10 clients, demonstrating a promising start and potential for growth.
- The goal is to empower clients to achieve their financial objectives with confidence by providing personalized customer service and tailored financial solutions.
- The agency is newly established with three employees and ten clients. Due to the nature of the business, it does not require many employees, and the company is currently small, dealing with a limited number of clients. This setup can result in a high revenue per employee.
- The company possesses all the required registrations, including an Udyam license and GST certificate, and is also registered as a DSA with the RBI and IRDAI.
Products & Services Overview
The business's leading products and services consist of solar loans, business loans, and motor loans. These are used by individuals and companies looking for financing options.
Assets Overview
The business owns 7 acres of land in Kalahandi district, Odisha.
Facilities Overview
Operations are currently conducted from the owner's home, located in Sundargarh, Odisha.
Capitalization Overview
- Self owned.
- Self funded.
- No outstanding loans or debts.
Recent Activity
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1 Investor already contacted this Business. Register below to connect now!
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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