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Newly Established 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 0-1 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 9:15 AM Asia / Kolkata
Listed By Business Owner / Director
Status Active
Overall Rating
Seeking Investment
USD 25 thousand 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
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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.

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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