Wealth Management Company Investment Opportunity in Pune, India
|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|
|Local Time||3:56 AM Indian / Maldives|
|Listed By||Business Owner / Director|
- 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.
Our FinTech platform provides auto advisory for all types of insurance, loans, mutual funds, bonds, and equity advisory services.
Business smart AI technology machines, office interior, furniture, air conditioner, television, wifi connection, fixtures, and website.
We operate our business from a rented facility of 2,500 sq ft. The rent is INR 50,000 per month.
1 week agoAssociate Partner, Information Technology & Services, Dallas, Individual Investor / Buyer connected with the Business
Earlier than 15 daysFounder, Investment Firm, Chennai, Corporate Investor / Buyer connected with the Business
Earlier than 15 daysInvestment Advisor, Management Consulting, Hyderabad, Individual Investor / Buyer connected with the Business