Financial Distributor Business Investment Opportunities in Bangalore

The company provides customized, algorithm-driven investment portfolios designed to help clients achieve their financial goals with ease. - Manage over INR 50 crores ($6+ million) in Assets under Management (AUM). - Registered as an Investment Adviser with the US SEC and SEBI. - Six+ years of consistent outperformance across all investment strategies. - Led by a management team that includes: - Founder & principal and CFA Charterholder with 13 years of experience in algorithm-based investment portfolios. - CTO with over 10 years of software development experience. - Team members who are software developers, CFA candidates, or have a data science background. - Offer a live web app, with phone apps coming soon, and an automated trading back-end platform for managing black-box algorithm strategies in both simulation and live trading modes. - Client acquisition through marketing and referrals. - Robo-advisory web app that allows clients to quickly onboard online, connect their broker account, receive investment advice, and seamlessly execute trades. - Clients can view their account activity via their web app. - Company has a valid RIA, SEBI and CIN license. - Revenue model: We charge a management fee as a % of AUM for the services offered.

Platform is a competitive revolutionizing platform made for the customer. - Our platform is user-friendly & made for the user to save on their extra penny by earning rewards for the monthly payment. - It is an initiative for the households. - We are powered by Razorpay. - We have tested with family and friends. - The promoter has 12+ years of market experience. - Have registration, COI, GST certificate, trade license and trademarked certificate. - 2 employees in HR and 2 in the technical department.

Clients: 60 institutes, signed up 100 institutes. - Plans to get on-board 350 institutes. - Processed Rs. 60 crore so far through our gateway. - Growth rate 10% - Promoters experience 50 person years. - Kaizen Startup award 2016.

All in one mobile and DTH recharge. - The company works in B2B model. - It ties up with retailers and distributors and they can do all their recharge through the company. - There is a super distributor for each state who in turn has many distributors / retailers under them. - Currently operational in 5 states.