Stock Advisory Company Investment Opportunity in Mumbai, India
AI-based digital fund manager, 2.2k distributor network, 2.5 lakh registered customers and 32+ broker integration.
This transaction has concluded.
Premium Plan
| Established | 5-10 year(s) |
| Employees | 10 - 50 |
| Legal Entity | Private Limited Company |
| Reported Sales | USD 280 thousand |
| Run Rate Sales | USD 280 thousand |
| EBITDA Margin | 10 % |
| Industries | Stock Advisory |
| Locations | Mumbai |
| Local Time | 4:12 PM Asia / Kolkata |
| Listed By | Advisor / Business Broker |
| Status | Active |
Partial Stake Sale
USD
970 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
5.9 thousand
Documents
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 lakhs 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 75% of stake in the company.
Business is funded by owners and investors.
Recent Activity
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Earlier than 15 daysFounder, IT Software, Pune, Individual Investor / Buyer connected with the Business
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Earlier than 15 daysOwner, Manufacturer Of Candles, Pune, Individual Investor / Buyer connected with the Business
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Earlier than 15 daysGeneral Manager, Industrial Machinery Manufacturer, Hyderabad, Individual Investor / Buyer connected with the Business
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