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Wealth Management Company Investment Opportunity in Pune, India

Pune-based FinTech company providing unbiased advice with smart technology platform along with 1,000+ clients.
This Business is on a Premium Plan
Established 1-5 year(s)
Employees 5 - 10
Legal Entity Private Limited Company
Reported Sales USD 57 thousand
Run Rate Sales USD 400 thousand
EBITDA Margin 10 - 20 %
Industries Wealth Management + 1 more
Locations  Pune
Local Time 3:56 AM Indian / Maldives
Listed By Business Owner / Director
Status Active
Overall Rating
Seeking Investment
USD 270 thousand for 15.0% stake (Native Currency: INR 20,000,000)
Reason: Need to expand our sales channel, marketing, promotion of the business, and to develop our technolog... View More
Includes physical assets worth USD 470 thousand
Name, Phone, Email
Available after connect
Business Name
Not disclosed
User Verification
Documents
Business Overview

- Our business is a FinTech - online investment platform. We help in financial investment planning services and execution on a proprietary platform.

- Business uses an omnichannel distribution model which allows our customers to complete a purchase and receive products from any channel they choose.

- We earn our revenue from advisory services and commissions.

- The business is currently serving 1,000+ customers this year alone.

- The business handled a few clients before 2020 and due to Covid there was a minimum new contact, in end-2020, the company was received a large number of clients based out of Mumbai.

- With the latest smart AI technology, we provide the best solutions and advice to our clients, which has built up trust in our company.

- We are looking to expand our business in Mumbai in the next year, where most of our clients reside.

- The promoter has 20+ years of experience in technology and finance.

- Our business is listed as one of India's top 10 wealth management platforms by a well-reputed India magazine.

Products & Services Overview

Our FinTech platform provides auto advisory for all types of insurance, loans, mutual funds, bonds, and equity advisory services.

Assets Overview

Business smart AI technology machines, office interior, furniture, air conditioner, television, wifi connection, fixtures, and website.

Facilities Overview

We operate our business from a rented facility of 2,500 sq ft. The rent is INR 50,000 per month.

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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