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Finance Business Investment Opportunities in Mumbai

Showing 1 - 12 of 12 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.

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Financial Distributors Company Investment Opportunity in Mumbai, India

Financial distribution AI-based company having 65+ marquee corporates operating from Mumbai.
- Partnership-led model tied up with Yes Bank Group, Edelweiss Wealth (now called Nuwama), Philip Capital, and Alice Blue and are in the process of adding more. - The company is targeting the top 20 broking platforms. - Successfully carried out the pilot for our products. - Spent INR 900 as customer acquisition cost to earn INR 4,000 acquisition revenue per user. Profitable from day one. - IFA platform launched. 20+ IFAs onboarded and digital IFA acquisition. - Delivering up to 1.5% upfront commission for the IFAs. - 65+ marquee corporates entrenched namely Mphasis, Infosys Pune, Microland, Dentsu, J&J, and Shopper Stop. - The company has access to INR 5 lakh+ employee base. - Recently won the Best DevOps award for the tech processes and platform of the company. - The company is registered with the Association of Mutual Funds in India (AMFI) as a mutual fund distributor and also holds a valid corporate agent (CA) registration with the Insurance Regulatory and Development Authority of India (IRDAI).
9.3   Mumbai
Run Rate Sales
USD 60 thousand
EBITDA Margin
5 %
Financial Investment
USD 1.2 Mn for 6%
Contact Business

Asset Management Company Investment Opportunity in Mumbai, India

Asset management company that has 200-250 clients and has tied up with 120 distributors.
- Asset management company that creates a product which is later sold to our clients through distribution channels. - HNIs are our clients. We handle their portfolios. - We have 120 distributors that we have tied up with. - We receive our clients through website and distributor channels. - We charge 2.5% as a commission on the investment of the clients. - The business has 200-250 clients. - Majority of our clients are from countries other than India. - Our products consist of investments that is is outside the Indian market as well. - We are projecting our AUM to be INR 1.5k cr in a year from now and INR 2k cr in 2 years. - The business is registered under SEBI.
7.2   Mumbai
Run Rate Sales
USD 1.4 million
EBITDA Margin
25 %
Financial Investment
USD 1.8 Mn for 5%
Contact Business

Health Insurance Company Investment Opportunity 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.
6.9   Mumbai
Run Rate Sales
USD 300 thousand
EBITDA Margin
15 %
Financial Investment
USD 60 K for 30%
Contact Business

Asset Management Company Investment Opportunity 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.
6.9   Mumbai
Run Rate Sales
USD 1.4 million
EBITDA Margin
20 %
Financial Investment
USD 1.2 Mn for 10%
Contact Business

Insurance Agency Investment Opportunity 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.
7.6   Mumbai
Run Rate Sales
USD 3 million
EBITDA Margin
20 %
Financial Investment
USD 3 Mn for 20%
Contact Business

Small Payment Services Company Investment Opportunity in Mumbai, India

Company providing revenue management solution to Educational Institutes via online fees payment platform.
- We are one of a kind online fee management solution provider. - Platform is designed and developed to facilitate easy and seamless upgrade which helps educational institutes. - Some of the features of our platform are Fee Management, Online Admissions, EMI Facility, Education Loan Facility, Back end support. - We have 40 Institutes registered with us. - Our clientele includes top colleges in Mumbai such as RA Podar College; St. Andrews College, Bandra; Guru Nanak Khalsa College, Matunga; Chetana's College of Economics & Commerce; Nirmala Niketan College Of Home Sciences, Matunga; - We charge a yearly subscription fee to our clients. - Our platform offers more than 150 payment and EMI options. - Institutes can monitor fee payments in real-time. - We provide back end support to clients and our facility has 25 workstations.
7.7   Mumbai
Run Rate Sales
USD 30 thousand
EBITDA Margin
Nil
Financial Investment
USD 360 K for 20%
Contact Business

Insurance Agency Investment Opportunity in Mumbai, India

IRDA licensed insurance marketing business selling finance & insurance plans seek funds to upgrade technology.
- We are an IRDA certified firm & one of the best FinTech Distribution Co. partnered with different insurance providers to sell their products. - Promoters are in this business for the last 28 years and have been associated with many reputed businesses. - Have partnered with ICICI Prudential, Max Life, HDFC Group, and other insurance companies to promote and sell their products. - Provided insurance to more than 15,000+ customers. Most of our customers are from Maharashtra. - Company offers mainly life, health, and general insurance as well as other BFSI products like education loans, mutual funds, and P2P Loans. - We have prepared one special life & health insurance plan (life & health combo) through our associated insurance companies. We are hopeful to do INR 50 crore business for this financial year. - Our company's revenue surged to an all-time high due to the growing number of clients we have been receiving.
IRDA licensed insurance marketing business selling finance & insurance plans seek funds to upgrade technology.
8.4   Mumbai
Run Rate Sales
USD 500 thousand
EBITDA Margin
15 %
Financial Investment
USD 40 K for 40%
Contact Business

Small Payment Services Company Investment Opportunity 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 43 thousand
EBITDA Margin
Nil
Financial Investment
USD 400 K for 25%
Contact Business

Factoring Company Investment Opportunity 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.
8.7   Mumbai
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 360 K for 30%
Contact Business

Financial Distributors Company Investment Opportunity in Mumbai, India

An integrated B2C portal using a unique model for delivering financial services to end consumers.
- Business works with banks and insurance companies: sells insurance and loans to customers on behalf of these companies. - Customers can check details of different loans through the portal. - Customers can input their preferences and they can get the output from the platform. - Tied up with HDFC Bank, Bajaj Finance, housing finance companies like HDFC, LIC Housing Finance, etc. - Team is run by professionals with extensive banking and insurance experience. - Company has a broking license as well. - The EBITDA will be 25% in a few years.
8.1   Mumbai
Run Rate Sales
USD 320 thousand
EBITDA Margin
Nil
Financial Investment
USD 120 K for 2%
Contact Business

Import / Export Bank Investment Opportunity in Mumbai, India

Import export consultants as one stop solution providers having pan India presence.
- Recession times are the best stage for any consultancies. - Business owner has 25+ years of experience in the current sector. - Skilled team of 10 employees. - Website which helps us to reach business pan India. - HQ in Mumbai; operating out of a shop in a shopping mall near a suburban railway station. - Planning to have pan India branches in the next 6 months.
6.8   Mumbai
Run Rate Sales
USD 70 thousand
EBITDA Margin
10 %
Financial Investment
USD 12 K for 10%
Contact Business

Consumer Lending Company Investment Opportunity in Maharashtra, India

Distributor of micro, personal, business loan and LAP having tie ups with multiple financial institutions.
- A newly established start up organisation with a highly experienced team in relevant finance industry. - We provide micro loans ranging from Rs. 30,000 to 1 lakh, Personal loans, Business Loans and loan against property. - From the date of establishment May 2018 we have disbursed a loan amount of more than Rs 5 Cr. - Currently we have presence in 5 states including Maharashtra, Goa, Tamil Nadu, Jammu and Kashmir and Odisha. - Our projected business establishment is pan India. - Plans to expand by registering as an NBFC.
6.0   Maharashtra
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 600 K for 20%
Contact Business

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    There are 12 active and verified finance business investment opportunities in Mumbai listed on SMERGERS as of 13 April 2024.
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