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Finance Business Investment Opportunities in Mumbai

Showing 1 - 9 of 9 Finance Business Investment Opportunities in Mumbai. Invest in a Finance, Financial, Bank, Investment Bank, Fund Operator, Financial Market Operator, Shell Company, Consumer Lending, Property & Casualty Insurance, Life & Health Insurance, Reinsurance, Corporate Financial Service or a Financial Distributor Business. Listed by Direct Business Owners & Business Brokers.
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Life & Health Insurance Company Equity Stake For Sale in Mumbai, India

Innovative embedded insurance platform seeking investment for product, tech, and talent development.
The business operates as an innovative Insurance-as-a-service platform, focusing on group and embedded insurance distribution for various partners in Mumbai. - It specializes in Group Insurance products, including health, accident, and life coverage, alongside wellness services such as check-ups and mental health support. - The platform also supports embedded insurance solutions, integrating insurance offerings within partner services to enhance customer experience. - Additional services include personal add-ons and Cross-sell options, allowing clients to enhance their coverage with products like top-ups, travel insurance, and commercial insurance. - Target customers include licensed brokers, agents, fintechs, HR tech companies, banks, and affinity partners, aimed at covering employees, customers, gig workers, and association members. - The company manages an impressive insurance portfolio of over 85 cr, covering more than 180,000 active lives and has processed over 10,000 claims across more than 100 cities. - Recognized for excellence with a 4.9-star rating on Google from over 1,000 reviews and honoured with the NASSCOM Insurtech of the Year award, showcasing its strong reputation in the industry. - To date, the business has successfully raised $2 million from prominent investors, including Capital A, IPV. - The company is regulated by SEBI but is not registered under IRDA, FINRA, SEC, AMFI, or other similar regulatory bodies.
8.6   Mumbai
Run Rate Sales
USD 880 thousand
EBITDA Margin
20 %
Partial Stake Sale
USD 225 K for 2%
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NBFC Equity Stake For Sale in Mumbai, India

Shares for sale in a flagship financial services/NBFC company of the prestigious Indian conglomerate.
Well-established unlisted NBFC company in India. - Achieved the highest-ever PAT of ₹3,150 crore; excluding one-time items reported two years back, PAT grew by 37% YoY in the last year. - Healthy Return on Equity (RoE) of 17.6% and Return on Assets (RoA) of 2.4%. - Crossed the ₹1 lakh crore yearly disbursal mark for the first time; up 40% YoY to ₹1,05,244 crore. - Healthy loan book growth of 35% YoY to ₹1,57,761 crore as of March last year. - The company is registered with the Reserve Bank of India (RBI) as a non-banking financial company (NBFC). - Industry-leading credit cost of 0.5%, signifying strong asset quality.
9.3   Mumbai
Run Rate Sales
USD 2030 million
EBITDA Margin
13 %
Partial Stake Sale
USD 11.5 Mn for 1%
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NBFC Equity Stake For Sale in Mumbai, India

NBFC in India about to get listed, and we invite HNI and Institutional Investors.
1. NBFC the AUM 54,000 crs with home finance 12,000 crs AUM. 2. Price to Book value per share 132-135/- ie 2x. 3. Compared to peers, it is fairly priced at 2x PB ratio.
7.6   Mumbai
Run Rate Sales
USD 540 million
EBITDA Margin
20 - 30 %
Partial Stake Sale
USD 11.3 Mn for 1%
Contact Business
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NBFC Equity Stake For Sale in Mumbai, India

NBFC in India about to get listed, and we invite HNI and Institutional Investors.
1. NBFC the AUM 54,000 crs with home finance 12,000 crs AUM. 2. Price to Book value per share 132-135/- ie 2x. 3. Compared to peers, it is fairly priced at 2x PB ratio.
7.6   Mumbai
Run Rate Sales
USD 540 million
EBITDA Margin
20 - 30 %
Partial Stake Sale
USD 11.3 Mn for 1%
Contact Business

Stock Advisory Company Equity Stake For Sale in Mumbai, India

AI-based digital fund manager with 2.2k distributor network, 2.5 lakh registered customers and 32+ broker integration.
The company offers an AI-based digital fund manager, revolutionizing investment strategies by removing emotion from decision-making processes. - With a seasoned management team, the company operates across India, Dubai, and Australia, establishing a strong international presence. - Demonstrating remarkable progress, the company has expanded its portfolio by launching two new retail products and implementing 15 specialized B2B solutions tailored for financial institutions. - Strategic partnerships with industry leaders like Deven Choksi, Centrum Group, and prominent Asset Management companies in the GCC region underline the company's commitment to expansion. - Recognized for its innovation, the company has secured the prestigious Dubai AI innovation license, positioning itself as a leader in personalized portfolio management with Active RMS. - With a track record of managing portfolios for over three years, the company boasts a significant customer base of nearly 180,000 registered users and partnerships with over 2,000 distribution partners and 22 brokers. - Backed by marquee investors, the company continues to thrive in the competitive landscape of digital fund management. - 2.5 lakh registered customers, 2.2k distributor network and 32+ broker integration. - Company is registered under SEBI.
7.9   Mumbai
Run Rate Sales
USD 3.25 million
EBITDA Margin
10 %
Partial Stake Sale
USD 940 K for 10%
Contact Business

Health Insurance Company Equity Stake For Sale in Mumbai, India

Insurance agency/ broker or insurance marketing firm with a tele-calling sales strategy seeks expansion funding.
Direct selling agent of health insurance policies. - Only 3% of the Indian population is covered under health insurance. Insurance is a growing market in India. After Covid, there is awareness in the market and this is the perfect time to invest. - Receive 40-45% commission on the policy's total annual premium. - We get about a 15% commission on policy renewals. This is a recurring and lifetime revenue. - Currently have a team of 12 telecallers. - Business was started last year and in the few months of operations we achieved sales of INR 80 lakh.
Insurance agency/ broker or insurance marketing firm with a tele-calling sales strategy seeks expansion funding.
6.5   Mumbai
Run Rate Sales
USD 270 thousand
EBITDA Margin
15 %
Partial Stake Sale
USD 56 K for 30%
Contact Business

Asset Management Company Equity Stake For Sale in Mumbai, India

Company that has developed an investment application on which a user gets 5-15% returns pm.
38k active users in 5 months. - On boarded Suresh Raina as a brand ambassador. - Received award from Shri Nitin Gadkari for contribution to the financial field. - Promoter is a well-known entrepreneur. - The app has faced many issues from the payment gateway side which resulted in the loss of ratings which the company is already working to improve the service.
7.4   Mumbai
Run Rate Sales
USD 1.35 million
EBITDA Margin
20 %
Partial Stake Sale
USD 1.13 Mn for 10%
Contact Business

Insurance Agency Equity Stake For Sale in Mumbai, India

Mid-size insurance broking company excellent team of professionals looking to scale up.
B2B insurance broking company. - We have about 300+ SME and mid-corporate clients, now developing new products and technology around opportunities in the market. - We are a team of about 70 people with a presence across 5 locations in India. - Our corporate sales team constantly works to onboard clients. - IRDAI licensed insurance brokers. - We earn revenue through commission on the sale of insurance to businesses. - The company has two shareholders and each of them has a 50% stake. - Pending office property loan of INR 2.75 crore. - Our sales have not reduced, we see an increase in sales in the months of July, August, and September.
Mid-size insurance broking company excellent team of professionals looking to scale up.
7   Mumbai
Run Rate Sales
USD 2.7 million
EBITDA Margin
20 %
Partial Stake Sale
USD 2.8 Mn for 20%
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Small Payment Services Company Equity Stake For Sale in Mumbai, India

Payment gateway and mobile wallet technology with contracts signed worth USD 20 million.
We are an online payment processing and mobile wallet aggregation platform. - Currently have 50 merchants using our payment processing platform. - Have signed contracts worth USD 20 million with 3 clients for the future. - We mainly address the needs of SMEs and the growing real estate management market. - Our platform provides features such as online invoicing, UPI based payments, multi currency support, international acceptance of cards and quick deposit of funds. - Identified by Silicon India as 20 most promising FinTech companies in India. - Promoters have more than 18 years of experience in FinTech space.
8.7   Mumbai
Run Rate Sales
USD 41 thousand
EBITDA Margin
Nil
Partial Stake Sale
USD 395 K for 25%
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Factoring Company Equity Stake For Sale in Mumbai, India

Fintech company that provides invoice discounting platform to raise working capital for SMEs.
Start-up engaged in connecting SME businesses in need of working capital with investors. - Platform is in place and we have borrowers onboard to the tune of 100 crore. - Offers a platform for invoice discounting and invoice purchasing. - To ensure optimal returns we have a strong risk management system incorporating our own proprietary algorithms and escrow accounts. - Have already partnered with private banks, credit rating agencies and credit insurance companies for support. - Promoter has 15+ years of industry experience.
8.9   Mumbai
Run Rate Sales
Nil
EBITDA Margin
Nil
Partial Stake Sale
USD 340 K for 30%
Contact Business
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    There are 9 active and verified finance business investment opportunities in Mumbai listed on SMERGERS as of 05 November 2025.
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