Online Automated Financial Planning Website for Sale in Mumbai, India
|Employees||2 - 5|
|Legal Entity||Limited Liability Partnership (LLP)|
|Reported Sales||USD 36 thousand|
|Run Rate Sales||USD 70 thousand|
|EBITDA Margin||20 - 30 %|
|Local Time||9:30 PM Asia / Kolkata|
|Listed By||Business Owner / Director|
- 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.
Financial Planning / Risk Profiling / Asset Allocation / Customised Mutual Funds Portfolio / Life and Health Insurance / PMS / Bonds / Loans / Tax services, etc.
Rented office space in Andheri West.
Earlier than 15 daysDirector, Financial Service, Sterling, Individual Investor / Buyer connected with the Business
Earlier than 15 daysCeo, Financial, Mumbai, Individual Investor / Buyer connected with the Business
Earlier than 15 daysGroup CMD, IT, Delhi, Corporate Investor / Buyer connected with the Business