FAQ

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

EBITDA Margin

Industries

Locations

Local Time

Listed By

Status

8.2 / 10

Compare with industry

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

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

Recent Activity

Earlier than 15 days

Investment Director, Mumbai, Investment Bank connected with this business
Earlier than 15 days

Associate, Investment Banking, Hyderabad, Corporate Investor / Buyer connected with this business
Earlier than 15 days

Business Development Consultant, Kristiansand, Financial Advisor connected with this business

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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

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