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Wealth Management Business Investment Opportunity in Chennai, India

Portfolio management business that focuses on stock market trading seeks funds to start a new company.
This Business is on a Premium Plan
Established 1-5 year(s)
Employees 2 - 5
Legal Entity Sole Proprietorship/Sole Trader
Reported Sales Nil
Run Rate Sales Nil
EBITDA Margin Nil
Industries Wealth Management
Locations  Chennai
Local Time 3:40 PM Asia / Kolkata
Listed By Business Owner / Director
Status Active
Overall Rating
Seeking Investment
USD 27 thousand for 40.0% stake (Native Currency: INR 2,000,000)
Reason: To form a new company and use the funds to trade.
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Business Overview

- A wealth management business that focuses on providing passive returns to investors by hedging.

- We are looking to create a new company where the investor, for an investment of Rs. 20 lakhs will get 40% stake in the business.

- We will be using these funds to invest in the stock market.

- In our previous ventures, we have worked with 10 clients.

- Have been able to provide a 36% return on investment per annum using our own developed strategy.

- We have in-depth analysis and understanding of Indian stock markets.

- Use algo-trading techniques.

- Focus mainly on positional and long term trading.

- Revenue will be generated through a percentage commission from the profits generated for clients.

Products & Services Overview

We trade in client demat account for profit sharing.

Our in-house developed strategy gives return above 3% per month on average and more based on risk profile.

Assets Overview

Business does not own any physical assets currently.

Facilities Overview

Have an office of 400 Sq. Ft. that is owned by one of the directors and a rented office of 250 Sq. Ft. in Chennai.

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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.
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