Wealth Management Businesses for Sale and Investment Opportunities - Buy or Invest in a Wealth Management Business

7 Wealth Management Businesses for Sale and Investment Opportunities as on May 2019. Buy or Invest in a Wealth Management Business from 154 countries with profit margins up to 40%. Explore pre-screened Wealth Management Businesses for Sale and Investment Opportunities with verified contact details, valuation details and business photographs. Join our 770,000+ member network to Buy or Invest in a Wealth Management Business. Create a Business profile to Sell or Finance your Wealth Management Business.

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Stock Broking Business Investment Opportunity in Bangalore, India

Financial Institution providing Stock Market & Wealth Management solutions to 1,200 active clients.
- Proprietor is a full-time trader and mentor, with experience of over 5 years. Trades using Market Profile, Price Action Theory & Order Flow Analysis. - Awarded as one of the top 4 traders in Bangalore in Sensex Ka Sultan competition which was held by Zee Business. - Listed amongst top 20 traders in entire India In Forex trading competition by FDT Incubator. - Amongst top stock market trainers in Urban Pro. - Trained more than 1,000 clients successfully. - Have more than 1,200 active traders and clients in the brokerage firm. - Provides quality stock market training right from very basic level to advanced level analysis. We have a special course to sharpen market strategies which helps limit losses and could also turn their losing position to profitable positions in certain cases. - Physical asset includes 2 cars (Audi & Volkswagen), office equipment, 22 systems and laptops.
7.6   Bangalore
Run Rate Sales
USD 1.2 million
EBITDA Margin
30 - 40 %
Financial Investment
USD 700 thousand for 40% stake
Contact Business

Insurance Agency Investment Opportunity in Ho Chi Minh City, Vietnam

Company providing integrated financial services for insurance and wealth management.
We provide integrated financial services for insurance and wealth management in Vietnam. Our annualised revenue in 2018 was over USD 300,000. We have more than 300 total clients which includes corporate clients. Around 90% of our clients are private individuals but we also provide services to corporates and institutions. Firm has had a 60% annualized revenue growth since 2016. We provide our services to various regional clients across ASEAN.
7.1   Ho Chi Minh City
Run Rate Sales
USD 230 thousand
EBITDA Margin
9 %
Financial Investment
USD 210 thousand for 22% stake
Contact Business

Wealth Management Business Investment Opportunity in Bangalore, India

Brokerage and Stock Trading and Stock market mentor ship.
- Bangalore based quantitative trading business trading stocks and derivative instruments on NYSE, NSE and BSE. - Run by a well experienced quantitative analyst deploying advanced algorithms to trade the markets from the last 10 years. - The promoter has an MS in cybernetics and communication from one of the leading universities in the US. - The algorithms have been back tested extensively and has been profitable consistently. - Only seeking Investment from a broad minded individual. - Won many awards for Live Trading Contest, including a contest which was hosted by a national television channel.
7.4   Bangalore
Run Rate Sales
USD 1.1 million
EBITDA Margin
20 - 30 %
Financial Investment
USD 850 thousand for 30% stake
Contact Business

Online Automated Financial Planning Website for Sale in Mumbai, India

For Sale: Algorithm driven automated financial & investment planning and execution portal.
- The company can create automated detailed Financial Plans, Customise Mutual Fund Portfolios, compare the offered interest rates of various Financial institutions on different loans and collect data of the interested customers to execute the same. -We provide information about a plethora of financial instruments including Government schemes, life and general insurance, fixed income instruments, etc and also help to purchase some of them. - The portal is ideal for wealth management businesses targeting mass, mass affluent and affluent customers.
9.2   Mumbai
Run Rate Sales
USD 80 thousand
EBITDA Margin
20 - 30 %
Full Sale
USD 64 thousand
Contact Business

Wealth Management Franchise Opportunity

FutureCraft Securities Analysis, Established in 2012, 24 Franchisees currently
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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.
  Looking to expand in Ukraine
Expected Monthly Sales
USD 7 thousand
Space Required
1000 - 1500 Sq Ft
Investment Required
USD 35.6 - 49.9 thousand
Contact Company

Internet Company Investment Opportunity in Mumbai, India

Succession services portal with an online will writing technology is searching for investment.
- This is an online portal that allows people to generate online wills. - Tie-ups / partnerships in India with HDFC Sec, ICICI Securities, CDSL, Corporation Bank and Muhthoot Group, partnership for NRI market in USA, UK, Canada, UAE. - Thousands of wills generated in more than 40 cities by various profile individuals. - Product validated in 3 years. - Promoters have 20 years of experience in the legal industry.
8.4   Mumbai
Run Rate Sales
USD 70 thousand
EBITDA Margin
30 - 40 %
Financial Investment
USD 210 thousand for 15% stake
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Wealth Management Company Seeking Loan in Lucknow, India

Providing cash management services to individuals, retail counters & corporate.
- Retail Business includes money transfer, insurance services, ticketing etc. for its clients. - B2B includes retail business enhancement through Technology & short term funding to retail outlets. - Roughly 2,000 retail clients, 100 retail Outlets and worked for some known corporate clients (Eureka Forbes, Hero Fincorp and Aramex (collections for home shop 18 & Naptol) ) - Promoters have 7 years in similar field.
6.3   Lucknow
Run Rate Sales
USD 1.7 million
EBITDA Margin
30 - 40 %
Business Loan
USD 28 thousand at 12% interest
Contact Business
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