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Wealth Management Businesses for Sale and Investment Opportunities in Maharashtra

Showing 1 - 3 of 3 Wealth Management Businesses for Sale and Investment Opportunities in Maharashtra. Buy or Invest in a Wealth Management Business.

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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.
- 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.
Pune-based FinTech company providing unbiased advice with smart technology platform along with 1,000+ clients.
7.4   Pune
Run Rate Sales
USD 360 thousand
EBITDA Margin
10 - 20 %
Financial Investment
USD 240 K for 15%
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%
Contact Business

Wealth Management Franchise Opportunity

FutureCraft Securities Analysis, Established in 2012, 24 Franchisees, Rajkot Headquartered
  • 20+ introductions
  • 4000+ Page Views
  • 1000+ Investor Views
FutureCraft Securities Analysis Private Limited is a financial services firm engaged in research and a diversified trading firm specializing in market making, relative value arbitrage, and fundamentally-oriented trading strategies across a variety of domestic and international markets. We have extensive experience in the financial markets and provide a variety of services performed at the highest level. Our synergy between traders and technologists empowers us to rapidly convert innovative ideas into reality. We choose to develop our own technology to control and capitalize on every step of the trading process. FutureCraft was designed to be a nimble organization with a rigid focus on its core strengths: risk management, market development, and alpha generation. We are guided by a management team with deep knowledge and experience in the derivatives industry and have successfully navigated through many different economic environments and market cycles. Our large and talented software development staff works side-by-side with traders to develop systems that meet the changing markets. At FutureCraft, we understand that even the best strategy will fail if hindered by inferior implementation. And providing research services to our clients. Exhibiting critical minds and independent thinking, our employees share a common vision, ethic, and goal. Individual effort is rewarded; team success is celebrated. Note: Company does not charge brand fee rather they charge for Server at USD 1,000 per month.
FutureCraft Securities Analysis, Established in 2012, 24 Franchisees, Rajkot Headquartered
7.8   Expanding in India
Exp Monthly Sales
USD 6 thousand
Space Required
1000 - 1500 Sq Ft
Investment Required
USD 30 - 65 K
Contact Company

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  • How many wealth management businesses for sale and investment opportunities in Maharashtra are listed on SMERGERS?
    There are 3 active and verified wealth management businesses for sale and investment opportunities in Maharashtra listed on SMERGERS as of 28 March 2024.
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