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Wealth Management Company Investment Opportunity in Singapore

A financial investment company aligned with United Nations Sustainable Development Goals (SDGs).
This Business is on a Premium Plan
Established 1-5 year(s)
Employees 2 - 5
Legal Entity Private Limited Company
Reported Sales Nil
Run Rate Sales USD 396 thousand
EBITDA Margin 10 - 20 %
Industries Wealth Management
Locations Singapore
Local Time 9:44 PM Asia / Singapore
Listed By Business Owner / Director
Status Active
Overall Rating
Partial Stake Sale
USD 100 thousand for Undisclosed stake (Native Currency: USD 100,000)
Reason: We are seeking ethical investors who are not only profit-driven but believe in impactful investments... View More
Includes physical assets worth USD 13 thousand
Name, Phone, Email
Not disclosed
Business Name
Not disclosed
User Verification
Business Overview

Singapore registered financial investment company that trades in foreign exchange, commodities, metals and ESG (Environmental, Social and Governance) funds.

We customise financial literacy programs for the unique individuals. We utilise cutting-edge technology and innovative financial analytical tools to make informed investment decisions.

Our goals are aligned with United Nations Sustainable Development Goals (SDGs). Hence, we believe in ethical and impact-driven investments.

We adopt a holistic approach to achieve Quality Education (SDG goal 4) by:

- Ensuring inclusive and equitable quality education.

- Promoting lifelong learning opportunities for all our stakeholders.

We adopt the holistic approach to promote Decent Work and Economic Growth (SDG goal 8) by:

- Promoting development-oriented policies that support productive activities, decent job creation, entrepreneurship, creativity and innovation.

- Encouraging the formalisation and growth of micro-, small- and medium-sized enterprises, including through access to financial services.

We have established a tie-up with global financial derivatives companies where our clients' funds are deposited in fully segregated accounts. Our partners are regulated by worldwide financial regulators such as ASIC, BaFin, FMA, CNMV, FSC and CIMA.

All clients will have a personalised investment strategy based on their investment needs. We are committed towards our clients.

Products & Services Overview

We trade in foreign exchange, commodities, metals and ESG (Environmental, Social and Governance) funds. Informed investment decisions are made by harnessing the power of technology and machine learning. Our partner financial derivatives companies offer competitive trading conditions.

We customise financial literacy programs for the unique individuals with prestigious educational institutions. Verified certificate will be issued after completion of each module.

Assets Overview

Revealed only upon request. Case to case basis.

Facilities Overview

Team members work remotely.

No physical office.

Rental of meeting rooms as and when needed.

Strong online presence and customer support.

Capitalization Overview
Not Disclosed
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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