↩ Go Back
    Need help?
    FAQ
    1. Home
    2. Business Investment Opportunities
    3. Maharashtra
    4. Wealth Management

    Wealth Management Business Investment Opportunities in Maharashtra

    Showing 1 - 1 of 1 Wealth Management Business Investment Opportunities in Maharashtra. Invest in a Wealth Management Business.

    Filters

    • Wealth Management

    • Maharashtra

    • Investment Opportunities

     

    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

    Frequently
    Asked
    Questions

    • What level of due diligence does SMERGERS conduct on the businesses/member?

      SMERGERS scrutinizes all profiles and only features a select group of businesses, investors, advisors that meet a basic requirement. When required, certain members may have submitted some form of proof …read more
    • How active are the business profiles listed on SMERGERS?

      We regularly filter out businesses which are inactive or have already closed a transaction. Typically, if the business is actively looking to sell/raise capital, the status is shown in green.
    • How can I be sure about privacy and confidentiality?

      We understand the level of confidentiality required in strategic transactions and we strive to provide a safe and secure experience for our members. Please review our privacy policy. We …read more
    • How can I contact a business listed on SMERGERS?

      You need to be logged in before you connect with a business. Click here to register and message the business If you are already logged in, please use the contact …read more
    • Should you buy an existing business or start a business from scratch?

      Buying an existing business is generally an easier way to start a business with an immediate head start. It saves valuable time and administrative efforts, considering starting from scratch is …read more
    • How successful has SMERGERS been in helping its users successfully close a deal?

      SMERGERS is a discovery and matchmaking platform with a global reach. It helps in connecting Businesses, Investors, Acquirers, Lenders, M&A Advisors and Boutique Investment Banks across locations, industries and transactions. …read more

      • Show more