Stock Advisory Company Equity Stake For Sale in Mumbai, India
AI-based digital fund manager with 2.2k distributor network, 2.5 lakh registered customers and 32+ broker integration.
Premium Plan
| Established | 5-10 year(s) |
| Employees | 10 - 50 |
| Legal Entity | Private Limited Company |
| Reported Sales | USD 3.1 million |
| Run Rate Sales | USD 3.2 million |
| EBITDA Margin | 10 % |
| Industries | Stock Advisory |
| Locations | Mumbai |
| Local Time | 8:39 PM Asia / Kolkata |
| Listed By | Advisor / Business Broker |
| Status | Active |
Partial Stake Sale
USD
920 thousand
for
10.0%
stake
(Native Currency: INR 83,000,000)
Reason: For further growth and expansion into the USA, UK, Australia, and Singapore markets. 60% of the fund...
View More
Includes physical assets worth
USD
5.5 thousand
Documents
Pitch Deck
(3.1 MB)
Promotional Content
(259.5 KB)
Promotion Material for PMS
(253.4 KB)
Promo Content for Investment Services
(154.5 KB)
Promo Content for In-Built RMS
(180.0 KB)
ROC-Verification.pdf
(292.9 KB)
Business Overview
- The company offers an AI-based digital fund manager, revolutionizing investment strategies by removing emotion from decision-making processes.
- With a seasoned management team, the company operates across India, Dubai, and Australia, establishing a strong international presence.
- Demonstrating remarkable progress, the company has expanded its portfolio by launching two new retail products and implementing 15 specialized B2B solutions tailored for financial institutions.
- Strategic partnerships with industry leaders like Deven Choksi, Centrum Group, and prominent Asset Management companies in the GCC region underline the company's commitment to expansion.
- Recognized for its innovation, the company has secured the prestigious Dubai AI innovation license, positioning itself as a leader in personalized portfolio management with Active RMS.
- With a track record of managing portfolios for over three years, the company boasts a significant customer base of nearly 180,000 registered users and partnerships with over 2,000 distribution partners and 22 brokers.
- Backed by marquee investors, the company continues to thrive in the competitive landscape of digital fund management.
- 2.5 lakh registered customers, 2.2k distributor network and 32+ broker integration.
- Company is registered under SEBI.
- With a seasoned management team, the company operates across India, Dubai, and Australia, establishing a strong international presence.
- Demonstrating remarkable progress, the company has expanded its portfolio by launching two new retail products and implementing 15 specialized B2B solutions tailored for financial institutions.
- Strategic partnerships with industry leaders like Deven Choksi, Centrum Group, and prominent Asset Management companies in the GCC region underline the company's commitment to expansion.
- Recognized for its innovation, the company has secured the prestigious Dubai AI innovation license, positioning itself as a leader in personalized portfolio management with Active RMS.
- With a track record of managing portfolios for over three years, the company boasts a significant customer base of nearly 180,000 registered users and partnerships with over 2,000 distribution partners and 22 brokers.
- Backed by marquee investors, the company continues to thrive in the competitive landscape of digital fund management.
- 2.5 lakh registered customers, 2.2k distributor network and 32+ broker integration.
- Company is registered under SEBI.
Products & Services Overview
AI-based digital fund manager enabling emotionless investing, smart analytics, and dashboards.It has application in B2B and B2C markets.
Assets Overview
The company has office assets and laptops worth INR 5 lakh at the moment.
Facilities Overview
There is a physical office located in Mumbai, while other employees are operating remotely. Other details will be answered post-introduction.
Capitalization Overview
No debts or loans.15 shareholders in total.
Founder have a 75% stake in the company.
Business is funded by owners and investors.
Recent Activity
-
Earlier than 15 daysMD, Transportation, Singapore, Individual Investor / Buyer connected with the Business
-
Earlier than 15 daysDirector, Alternative Medicine, Mumbai, Individual Investor / Buyer connected with the Business
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Earlier than 15 daysManaging Director, Investment And Business Consulting, Kingston, Individual Investor / Buyer connected with the Business
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