Online Automated Financial Planning Website for Sale in Mumbai, India
For Sale: Algorithm driven automated financial & investment planning and execution portal.
Premium Plan
| Established | 5-10 year(s) |
| Employees | 2 - 5 |
| Legal Entity | Limited Liability Partnership (LLP) |
| Reported Sales | USD 32 thousand |
| Run Rate Sales | USD 60 thousand |
| EBITDA Margin | 20 - 30 % |
| Industries | Wealth Management |
| Locations | Mumbai |
| Local Time | 3:24 PM Asia / Kolkata |
| Listed By | Business Owner / Director |
| Status | Active |
Full Sale
Asking Price:
USD
50 thousand
(Native Currency: INR 4,500,000)
Reason: Moving out of retail wealth management business and focus on HNIs.
Includes physical assets worth
USD
2.8 thousand
Interested to connect with advisors
Documents
ROC-Verification.pdf
(59.3 KB)
Business Overview
- The company can create automated detailed Financial Plans, Customise Mutual Fund Portfolios, compare the offered interest rates of various Financial institutions on different loans and collect data of the interested customers to execute the same.
-We provide information about a plethora of financial instruments including Government schemes, life and general insurance, fixed income instruments, etc and also help to purchase some of them.
- The portal is ideal for wealth management businesses targeting mass, mass affluent and affluent customers.
-We provide information about a plethora of financial instruments including Government schemes, life and general insurance, fixed income instruments, etc and also help to purchase some of them.
- The portal is ideal for wealth management businesses targeting mass, mass affluent and affluent customers.
Products & Services Overview
Financial Planning / Risk Profiling / Asset Allocation / Customised Mutual Funds Portfolio / Life and Health Insurance / PMS / Bonds / Loans / Tax services, etc.
Facilities Overview
Rented office space in Andheri West.
Capitalization Overview
Not Disclosed
Recent Activity
-
Earlier than 15 daysDirector, Strategic Investment Management & Business Management Advisory, Thane, Individual Investor / Buyer connected with the Business
-
Earlier than 15 daysDirector, Mumbai, Financial Consultant connected with the Business
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