Wealth Management Business Seeking Loan in Chennai, India
Equity portfolio management in the stock market with a secondary plan for export import activities.
This transaction has concluded.
Premium Plan
| Established | 5-10 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 | 11:22 PM Asia / Kolkata |
| Listed By | Business Owner / Director |
| Status | Active |
Seeking Loan
USD
11.6 thousand
for
50.4%
annual interest,
3
years
(Native Currency: INR 1,000,000)
Reason: For working capital for EXIM activities.
To arise FD & LC (letter Oc credit) / security bonds purch...
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Collateral Available: USD 11.6 thousand
Includes physical assets worth
USD
4.2 thousand
Interested to connect with advisors
Documents
Weekly Max Profit Performance
(1.1 MB)
Presentation
(1.7 MB)
Business Overview
For export, we are into merchant export activities of semi perishable and perishable goods.
We trade in the Indian Stock market & we do equity portfolio management blended with own fundamental & technical analysis.
Will be handling funds from INR 15 lakhs to a total of INR 2 crores per client.
Live performance is possible on meet.
Clients can either invest with us for a 5% return on month plan or we can trade within client account for an above Rs. 25 lakhs investment.
Trading performed in equity cash & derivatives segment & other indices.
We commit to provide maximum 50%-60%return per annum to the investor/ lender by monthly/quarterly/half-yearly payment on the capital invested with us.
Fund operation or portfolio management from investor account itself as profit sharing ratio can be negotiable based on investment size, risk management & returns expected from an investor.
Owner has experience of 7+ years in trading and has handled Assets.
Business does not own any physical assets.
We trade in the Indian Stock market & we do equity portfolio management blended with own fundamental & technical analysis.
Will be handling funds from INR 15 lakhs to a total of INR 2 crores per client.
Live performance is possible on meet.
Clients can either invest with us for a 5% return on month plan or we can trade within client account for an above Rs. 25 lakhs investment.
Trading performed in equity cash & derivatives segment & other indices.
We commit to provide maximum 50%-60%return per annum to the investor/ lender by monthly/quarterly/half-yearly payment on the capital invested with us.
Fund operation or portfolio management from investor account itself as profit sharing ratio can be negotiable based on investment size, risk management & returns expected from an investor.
Owner has experience of 7+ years in trading and has handled Assets.
Business does not own any physical assets.
Products & Services Overview
Extra Activities: Conducting online class sessions from beginners to pro-trader level.In export and import activities and equity cash & derivatives trading and provides stocks analysis.
Moreover, mainly focus on.
1. Portfolio management wealth creation.
We also provide analysis from other major exchange Index like FTSE, NASDAQ, Hang Seng & others too including FOREX.
We are maximum focusing to merge & apply the compounding effect of money management.
Our motto to create mass capital and wealth revolution by entering the market with perfect time, perfect place & perfect action to travel on success path forever.
We have an investment plan for individual and small scale investors at 50-60% per annum returns.
2. Production and manufacturing.
3. Direct export to the end-users is our future projects.
Assets Overview
Working equipment for trading activities with strong backup.
Facilities Overview
We have a rental office in Chennai.
Capitalization Overview
The trading account is funded by cash, with no permanent shareholders and single ownership. In the future, shareholders will only be allowed on a short-term basis, limited to a 3-year period, as outlined in the bonding relationship agreement.
Recent Activity
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Earlier than 15 daysManager - Corporate B2B Sales, Chemicals, Chennai, Individual Investor / Buyer connected with the Business
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Earlier than 15 daysDirector, Retail, Chicago, Individual Investor / Buyer connected with the Business
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Earlier than 15 daysExecutive Director, Financial Investment, Dubai, Individual Investor / Buyer connected with the Business
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