Online Automated Financial Planning Website for Sale in Mumbai, India

For Sale: Algorithm driven automated financial & investment planning and execution portal.

This Business is on a Premium Plan

Established	5-10 year(s)
Employees	2 - 5
Legal Entity	Limited Liability Partnership (LLP)
Reported Sales	USD 36 thousand
Run Rate Sales	USD 70 thousand
EBITDA Margin	20 - 30 %
Industries	Wealth Management
Locations	Mumbai
Local Time	9:30 PM Asia / Kolkata
Listed By	Business Owner / Director
Status	Moderately Active

7.5 / 10

Compare with industry

Full Sale

Asking Price: USD 57 thousand (Native Currency: INR 4,500,000)

Reason: Moving out of retail wealth management business and focus on HNIs.

Includes physical assets worth USD 3.2 thousand

Interested to connect with advisors

Name, Phone, Email

Available after connect

Business Name

Available after connect

User Verification

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.

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.

Recent Activity

Earlier than 15 days
Director, Financial Service, Sterling, Individual Investor / Buyer connected with the Business
Earlier than 15 days
Ceo, Financial, Mumbai, Individual Investor / Buyer connected with the Business
Earlier than 15 days
Group CMD, IT, Delhi, Corporate Investor / Buyer connected with the Business

Tags:

Wealth Management Business for Sale in Mumbai, India

Purchase Wealth Management Business in Mumbai, India

Buy Wealth Management Business in Mumbai, India

Wealth Management Business for Sale in Bombay

Purchase Wealth Management Business in Bombay

Buy Wealth Management Business in Bombay

Wealth Management Business for Sale

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. Note that SMERGERS is not liable for any loss, damage, costs, claims and expenses whatsoever arising from transacting with any other user from the website. The final responsibility of conducting a thorough due diligence and taking the transaction forward lies with the users. Please read best practices on SMERGERS.

Contact Business

32 Buyers already contacted this Business.
Register below to connect now!

You might also be interested in these businesses

Frequently
Asked
Questions

Why can’t I see the business’ name or contact number? How do I contact the business?

All business profiles on SMERGERS are displayed on a “no name” basis to protect the confidentiality of the business. You can register as an investor, acquirer, lender or advisor on …read more
What level of due diligence does SMERGERS conduct on the businesses/member?

SMERGERS scrutinizes all profiles and only features a select group of businesses, investors, advisors that meet a basic requirement. When required, certain members may have submitted some form of proof …read more
How active are the business profiles listed on SMERGERS?

We regularly filter out businesses which are inactive or have already closed a transaction. Typically, if the business is actively looking to sell/raise capital, the status is shown in …read more
How does SMERGERS rate business profiles?

SMERGERS compares financial metrics of each business with various other private and publicly listed businesses from the same industry. SMERGERS also considers profile completeness, activity, trust level among members, and …read more
Do I need to pay to connect with a business?

The first two introductions are free, post that you will need to subscribe to one of our member plans. There are no other charges if you close a transaction. We …read more