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Wealth Management Businesses for Sale and Investment Opportunities

Showing 1 - 7 of 7 Wealth Management Businesses for Sale and Investment Opportunities. Buy or Invest in a Wealth Management Business.

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Newly Established Wealth Management Business Investment Opportunity in Hyderabad, India

Company seeks investment to start business operations in wealth management, sheep/poultry, resorts, and media entertainment.
- This is a unique business idea with three different verticals, one of which gives you s great satisfaction as we are helping nature. - The operations have not started yet and we are in the ideation process. - The business has not been registered. - Our three verticals are- 1. Wealth management and venture capital. 2. Producing web series/TV serials and TV shows (like KBC/Bigg boss) 3. Development of forests in larger areas with medicinal plants, rare wood, spices, and raw material for medicinal products and resort development. - Initially, we will be focusing on the first two verticals. - Currently, the business owners are working in a company. They are planning to start their own business and looking for funds. - We are expecting a return of 20%-40% pa from our finance vertical. - Media and entertainment business will be started with a Web series / TV serial and a TV show (like KBC or Bigg boss) and subsequently decides the future plan (Plots are ready for both the shows) - The forest products vertical will start generating profits after 3-5 years of operations from the start date.
6.8   Hyderabad
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 2.4 Mn for 75%
Contact Business

Wealth Management Business Seeking Loan in Pune, India

Pune-based financial consultancy seeks a business loan with a repayment interest rate of 20%.
- Financial consultancy that provides investment planning, real estate brokerage services and insurance consulting. - We advertise our services through Justdial and references. - The consultancy annually receives around 500+ clients. - Our business has a CIBIL score of around 650.
6.8   Pune
Run Rate Sales
USD 70 thousand
EBITDA Margin
30 %
Business Loan
USD 12 K at 20%
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Wealth Management Business Seeking Loan in Chennai, India

Stock market trader, specialized in algorithm trading in diversified markets.
Automatic Bots takes decision in stock markets, handles both buy and sell trades holding from few seconds to more than few minutes. - We are skilled in trading futures contracts on both long & short position in gold, crude, natural gas, Nifty, Bank Nifty and international FX. - Our trading strategy is based on our clients' requirements and we can provide high frequency trading, algorithm trading and other quantitative strategies. - At present we have more than 10 active clients and have more than INR 1 Crore under our management (AUM). - On a monthly basis we provide a return of 2 to 3% - Promoter has 14 years of experience and has worked as a technical analyst and trading strategist with different corporates. - He has handled trading desk of INR 50 crores and is an expert in low latency trading strategy design. - On average our monthly income is around INR 1.5 lakhs.
Stock market trader, specialized in algorithm trading in diversified markets.
7.1   Chennai
Run Rate Sales
USD 6 million
EBITDA Margin
1 %
Business Loan
USD 600 K at 24%
Contact Business

Wealth Management Business Investment Opportunity in Vienna, Austria

International and independent consulting company focused on financial services.
- We are an independent consulting company in Vienna, Austria. - Our services include consulting, seminars and fund management. - Have a potential client base. We provide consulting services, seminars, and fund management services to these clients. - In Consulting: We provide market risk management advice such as economic risk, transaction risk from the development to implementation and also the implementation of regulatory and internal business requirements. - Seminars: We conduct seminars on market risks, currency management for financial market enthusiasts covering topics such as trading, hedging & overlay management. - We have developed model-based trading and hedging algorithms for sophisticated currency management. - As of now, we plan to collect 1 bn USD assets in the next 5 years. - We generate revenue through management and performance fee. - Our assets include the website, domain, clients assets, software, office equipment. - Promoter has more than 35 years of experience in this business.
8.4   Vienna
Run Rate Sales
USD 130 thousand
EBITDA Margin
12 %
Financial Investment
USD 1.1 Mn for 20%
Contact Business

Wealth Management Business Seeking Loan in Chennai, India

Equity portfolio management in the stock market with a secondary plan for export import activities.
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.
7   Chennai
Run Rate Sales
Nil
EBITDA Margin
Nil
Business Loan
USD 12 K at 50%
Contact Business

Wealth Management Business Seeking Loan in Chennai, India

Financial advisory business require funds to invest in a Government port expansion project.
- A financial advisory and wealth management firm based in Chennai that started operations in 2016. - We invest in various projects (alternate investments) such as marine and coal transport projects. - Have invested in 5 projects till date. - Currently helping fund a Government port expansion project, for which we require investors. - Project is expected to start in a month's time and complete in 2 years. - Investors can expect a 30% ROI with payback within 2 years. - Business does not own any assets.
6.2   Chennai
Run Rate Sales
USD 1.4 million
EBITDA Margin
30 %
Business Loan
USD 1.2 Mn at 30%
Contact Business

Wealth Management Company Investment Opportunity in Ulaanbaatar, Mongolia

Hedge fund trader dealing in gold and coal futures, currently managing USD 50K assets.
- Hedge fund trader trading in gold and coal futures. - Started in 2018 and we currently have USD 50K under assets. - Our investors are gold and coal dealers based in Mongolia. - Currently based in an innovation center, Mongolia. - Founder of the company holds IFTA certification and has 15 years of industry experience.
6.9   Ulaanbaatar
Run Rate Sales
USD 23 thousand
EBITDA Margin
20 %
Financial Investment
USD 50 K for 40%
Contact Business

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  • How many wealth management businesses for sale and investment opportunities are listed on SMERGERS?
    There are 7 active and verified wealth management businesses for sale and investment opportunities listed on SMERGERS as of 24 April 2024.
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