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 From
Employees
Legal Entity
Reported Sales
Run Rate Sales
USD 75 thousand
EBITDA Margin
20 - 30 %
Industries
Locations
Local Time
5:33 AM Mumbai
Listed By
Business Owner / Director
Status
Active
Overall Rating
Full Sale
Asking Price: USD 60 thousand (Native Currency: INR 4,500,000)
Reason: Moving out of retail wealth management business and focus on HNIs.
Includes physical assets worth USD 3.5 thousand
Interested to connect with advisors
Name, Phone, Email
Available after connect
Business Name
Available after connect
User Verification
Documents
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
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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