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Newly Established Wealth Management Company Investment Opportunity in Bangalore, India

Bangalore based investment research firm planning to float a hedge fund & PMS.
This transaction has concluded.
This Business is on a Premium Plan
Established 5-10 year(s)
Employees 5 - 10
Legal Entity Private Limited Company
Reported Sales Nil
Run Rate Sales USD 7 thousand
EBITDA Margin Nil
Industries Wealth Management
Locations  Bangalore
Local Time 4:10 PM Asia / Kolkata
Listed By Business Owner / Director
Status Active
Overall Rating
Partial Stake Sale
USD 360 thousand for 35.0% stake (Native Currency: INR 30,000,000)
Reason: The investment of INR 2,00,00,000 will be for the capital requiremnt under SEBI and the INR 1,00,00,... View More
Includes physical assets worth USD 1 thousand
Business Overview

- We are into capital markets since the last 6 years building strategies for both long and short term horizon.

- We have also tested & executed a dozens of investment strategies over 6 years and have a real track record of many investment style that has delivered between 15-60% annualized returns.

- Currently we manage funds on behalf of our close circle of investor swhich includes 16 HNI clients with over INR 7,00,00,000 of funds.

- We have developed in-house tech platform and are keeping it regularly updated so it can be used to test strategies, manage our trading operations and client interface.

- We are planning to start our Hedge fund and portfolio management services and are looking for an investment to meet SEBI's minimum capital requirement.

- Promoter has an combined experience of 10 years in the market.

Products & Services Overview

Alternative Investment Fund ( AIF ), Portfolio Management Services ( PMS ), Financial Advisory services.

Facilities Overview

Rental office space 1,200 Sq Ft.

Capitalization Overview
Not Disclosed
Recent Activity
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This transaction has concluded. View similar business opportunities on SMERGERS
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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