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 34 thousand
Run Rate Sales	USD 65 thousand
EBITDA Margin	20 - 30 %
Industries	Wealth Management
Locations	Mumbai
Local Time	2:35 PM Asia / Kolkata
Listed By	Business Owner / Director
Status	Active

7.5 / 10

Compare with industry

Full Sale

Asking Price: USD 54 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 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.

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 days
MD, Advisory, Mumbai, Individual Investor / Buyer connected with the Business
Earlier than 15 days
Director, Strategic Investment Management & Business Management Advisory, Thane, Individual Investor / Buyer connected with the Business
Earlier than 15 days
Director, Mumbai, Financial Consultant connected with the Business

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Wealth Management Business for Sale in Mumbai, India

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Wealth Management Business for Sale

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