Wealth Management Company Investment Opportunity in Mumbai, India
Succession services portal with an online will writing technology is searching for investment.
This transaction has concluded.
Premium Plan
| Established | 5-10 year(s) |
| Employees | 5 - 10 |
| Legal Entity | Private Limited Company |
| Reported Sales | USD 60 thousand |
| Run Rate Sales | USD 70 thousand |
| EBITDA Margin | 35 % |
| Industries | Wealth Management + 1 more |
| Locations | Mumbai |
| Local Time | 1:24 AM Asia / Kolkata |
| Listed By | Business Owner / Director |
| Status | Active |
Partial Stake Sale
USD
360 thousand
for
25.0%
stake
(Native Currency: INR 30,000,000)
Reason: Sales & marketing, new products development, working capital.
Includes physical assets worth
USD
12 thousand
Interested to connect with advisors
Documents
Domain-Verification.pdf
(213.0 KB)
ROC-Verification.pdf
(59.8 KB)
Business Overview
- India's pioneer, leading, reliable succession services start-up.
- In-house IT products.
- Successfully catered to thousands of customers in 5 years.
- This is an online portal that allows people to generate online wills.
- Tie-ups / partnerships in India with leading financial institutions for selling.
- Product validated and now at a mature stage.
- Promoters have 20 years of experience in the legal industry.
Products & Services Overview
- Online Standard Will and Express Will for all Indians.
- Customised Will writing.
- Estate Planning advisory, Trust creation, Probate services, Registration of Will.
Facilities Overview
Fully furnished 500 Sq Ft office on lease.
Capitalization Overview
Not Disclosed
Recent Activity
-
Earlier than 15 daysInvestment Director, Mumbai, Investment Bank connected with the Business
-
Earlier than 15 daysDirector, Technology & Leasing, Mumbai, Corporate Investor / Buyer connected with the Business
-
Earlier than 15 daysDirector, Accounting & IT, Delhi, Individual Investor / Buyer connected with the Business
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