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Wealth Management Business Investment Opportunity in Chennai, India

Portfolio management business trading in stock market, looking for capital for investment/ trading.
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 10:45 PM Asia / Kolkata
Listed By Business Owner / Director
Status Active
Overall Rating
Seeking Investment
USD 26 thousand for 40.0% stake (Native Currency: INR 2,000,000)
Reason: To form a new portfolio and use the funds to trade.
Interested to connect with advisors
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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 fund in the company where the investor, for an investment of INR 20 lakhs, will get 40% return from the business.

- The investment will be a part of the INR 1 crore crowd fund which will be invested in stocks.

- 40% return will be based on the total return of the portfolio, depending on stock performance.

- In our previous crowd funding projects, we have worked with 10 clients and 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.

Recent Activity
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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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