Need help?

Wealth Management Business Investment Opportunity in Coimbatore, India

Wealth management business in Coimbatore with 4 active clients providing investment opportunities.
This Business is on a Premium Plan
Established 1-5 year(s)
Employees 2 - 5
Legal Entity Other
Reported Sales Nil
Run Rate Sales Nil
EBITDA Margin Nil
Industries Wealth Management
Locations  Coimbatore
Local Time 3:10 AM Asia / Kolkata
Listed By Business Owner / Director
Status Active
Overall Rating
Partial Stake Sale
INR 20 lakh for Undisclosed stake (Native Currency: INR 2,000,000)
Reason: We are inviting investors who wish to deploy their money in the stock markets through option writing... View More
Interested to connect with advisors
Documents
Business Overview
- The business invests money on behalf of the investors and provides advisory services to investors looking to invest money in the stock market.
- We have not yet registered the business.
- Business will create an options writing/selling strategy and execute trades on behalf of the client.
- We use a Chennai-based broker offering zero brokerage and allows trading simultaneously in NFO, CDS, and MCX. So one capital can be used for all segments.
- As advisors, we do not accept money from the public. The investors deposit the money directly in the Demat accounts.
- Trading will be done only in NSE Equity, currency, and MCX crude and natural gas options. By selling OTM options we can generate good returns.
- Our aim is to provide a safe and good strategy for a secure investment.
- Strategy used by the business is to sell the options when their price has crossed the investment range amount. We do not use any algorithms.
- Currently, cater to 4 active clients with a capital of INR 60 lakhs.
- Business can handle capital from INR 10 lakhs to INR 45 lakhs.
- There are a lot of opportunities available in option selling in the NFO, CDS, and commodity segments.
- We work on a profit-sharing basis and charge 10-20% as our share.
- Since the business started operations only 6 months back we do not have verified audited return on investment.
- Those who want to check the performance, we can provide contract notes and can also provide a live demo.
- Promoter has 10+ years of experience in options trading and has Level 8 NISM certification in derivatives. The remaining team includes 2 people. One is a Level 2 NISM certified derivative advisor and a software engineer currently getting NISM certification.
- Business is owned by 1 person and is debt-free.
Products & Services Overview
We invest money in stock markets, manage option writing/selling strategies on behalf of investors, and provide advisory services.
Assets Overview
Laptops and computer all are personally owned assets.
Facilities Overview
Conducting operations from a home-based office with a HiFi facility.
Capitalization Overview
Not Disclosed
Recent Activity
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. Note that SMERGERS is not liable for any loss, damage, costs, claims and expenses whatsoever arising from transacting with any other user from the website. The final responsibility of conducting a thorough due diligence and taking the transaction forward lies with the users. Please read best practices on SMERGERS.
Contact Business
7 Investors 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.
You might also be interested in these businesses
    Frequently
    Asked
    Questions
    • Why can’t I see the business’ name or contact number? How do I contact the business?
    • What level of due diligence does SMERGERS conduct on the businesses/member?
    • How active are the business profiles listed on SMERGERS?
    • How does SMERGERS rate business profiles?
    • Do I need to pay to connect with a business?
    • Show more