Stock Advisory Company Investment Opportunity in Bangalore, India
Internet investment advisor registered with SEBI and US-SEC, managing INR 50Cr ($6.5M), seeks growth capital.
Premium Plan
| Established | 5-10 year(s) |
| Employees | 5 - 10 |
| Legal Entity | Private Limited Company |
| Reported Sales | INR 44 lakh |
| Run Rate Sales | INR 48 lakh |
| EBITDA Margin | 30 % |
| Industries | Wealth Management + 1 more |
| Locations | Bangalore |
| Local Time | 9:35 PM Asia / Kolkata |
| Listed By | Business Owner / Director |
| Status | Active |
Partial Stake Sale
INR
1 crore
for
10.0%
stake
(Native Currency: INR 10,000,000)
Reason: The company is on a high growth path given that it has a functional web app, and a proven track reco...
View More
Includes physical assets worth
INR
10 lakh
Interested to connect with advisors
Name, Phone, Email
Available after connect
Business Name
Available after connect
User Verification
Documents
Business Overview
- The company provides customized, algorithm-driven investment portfolios designed to help clients achieve their financial goals with ease.
- Manage over INR 50 crores ($6+ million) in Assets under Management (AUM).
- Registered as an Investment Adviser with the US SEC and SEBI.
- Six+ years of consistent outperformance across all investment strategies.
- Led by a management team that includes:
- Founder & principal and CFA Charterholder with 13 years of experience in algorithm-based investment portfolios.
- CTO with over 10 years of software development experience.
- Team members who are software developers, CFA candidates, or have a data science background.
- Offer a live web app, with phone apps coming soon, and an automated trading back-end platform for managing black-box algorithm strategies in both simulation and live trading modes.
- Client acquisition through marketing and referrals.
- Robo-advisory web app that allows clients to quickly onboard online, connect their broker account, receive investment advice, and seamlessly execute trades.
- Clients can view their account activity via their web app.
- Company has a valid RIA, SEBI and CIN license.
- Revenue model: We charge a management fee as a % of AUM for the services offered.
- Manage over INR 50 crores ($6+ million) in Assets under Management (AUM).
- Registered as an Investment Adviser with the US SEC and SEBI.
- Six+ years of consistent outperformance across all investment strategies.
- Led by a management team that includes:
- Founder & principal and CFA Charterholder with 13 years of experience in algorithm-based investment portfolios.
- CTO with over 10 years of software development experience.
- Team members who are software developers, CFA candidates, or have a data science background.
- Offer a live web app, with phone apps coming soon, and an automated trading back-end platform for managing black-box algorithm strategies in both simulation and live trading modes.
- Client acquisition through marketing and referrals.
- Robo-advisory web app that allows clients to quickly onboard online, connect their broker account, receive investment advice, and seamlessly execute trades.
- Clients can view their account activity via their web app.
- Company has a valid RIA, SEBI and CIN license.
- Revenue model: We charge a management fee as a % of AUM for the services offered.
Products & Services Overview
- Customized, algorithm-driven investment portfolios designed to help clients achieve their financial goals.- Target demographic: millennials with an income of 15 LPA (lakh per annum) and above.
Assets Overview
Web app and phone apps (coming soon), automated trading software; integrated online web application that is integrated with account aggregators, Zerodha, interactive brokers, Smallcase, live market data feed, fundamental data, and other APIs.Investment track record, algorithms, IP, and client assets.
Tangibles:
Computer systems, furniture and fixtures.
Facilities Overview
Office located in Bangalore.Sq ft area of 1,000.
Rent per month is INR 40k.
Capitalization Overview
The business is primarily bootstrapped and funded by friends and family.The promoter and promoter family own 55% of the firm and the remaining 45% is owned by friends and family.
Recent Activity
-
5 days, 2 hours agoDirector, Business Consultancy, Bangalore, Individual Investor / Buyer connected with the Business
-
Earlier than 15 daysFounder, Mumbai, Financial Consultant connected with the Business
Tags:
Wealth Management Company Investment Opportunity in Bangalore, India
·Stock Advisory Company Investment Opportunity in Bangalore, India
·Wealth Management Company Investment Opportunity in Bengaluru
·Stock Advisory Company Investment Opportunity in Bengaluru
·Invest in Wealth Management Company in Bangalore, India
·Invest in Stock Advisory Company in Bangalore, India
·Wealth Management Company Investment Opportunity
·Invest in Wealth Management Company in Bengaluru
·Stock Advisory Company Investment Opportunity
·Invest in Stock Advisory Company in Bengaluru
·Investment Opportunity in Bangalore, India
·Investment Opportunity in Bengaluru
·Invest in Wealth Management Company
·Invest in Stock Advisory Company
·Invest in Bangalore, India
·Invest in Bengaluru
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. Note that SMERGERS is not liable for any loss, damage, costs, claims and expenses whatsoever arising from transacting with any other user from the website. The final responsibility of conducting a thorough due diligence and taking the transaction forward lies with the users. Please read best practices on SMERGERS.
Contact Business
1 Investor made an offer to this Business.
Register below to connect now!
- Social
- Register
- Login
Who uses SMERGERS?
... and 123,000+ other businesses of all sizes.
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.
You might also be interested in these businesses