Need help?

Mutual Fund Agent Advisors

Showing 85 - 98 of 962 Mutual Fund Agent Advisors. Buy or Sell your Mutual Fund Agent.

Filters
  • Mutual Fund Agents

  • Financial Advisor

 
Director, Grocap Advisory Services

Financial Consultant in Vadodara, India

Interests: Businesses with sustainable business models across India.
Background: We are a boutique investment bank assisting SMEs in raising funds via project loan, working capital, equipment finance, bill discounting.
6.8 / 10
Locations
India + 14 more
Industries
Finance + 59 more
Investment Size
USD 30 K - 12 Mn
Send Proposal
Interests: Transparent business with future growth and commercial viability.
Background: We provide strategic inputs to various clients on issues ranging from changing market scenarios, regulatory developments, M&A. In addition to above we assist our clients in framing achievable action plans and developing detailed business plans. Our inputs in analyzing numerous deals and agreements proves invaluable to clients, whether they are start-ups or group of companies seeking to maximize value. We charge only success fee post the deal closure. We do not charge upfront fee.
7.2 / 10
Locations
Delhi + 5 more
Industries
Financial Distributors + 74 more
Investment Size
Upto USD 7.2 Mn
Send Proposal
Interests: We like businesses with growth opportunities and one that have the potential to be a listed company. Looking for deals for our investors.
Background: We are an advisory firm registered in Malaysia. Apart from our home clients, we also represent clients based in China, Taiwan, Japan, Korea, and Australia. We do not charge an upfront fee. Success fee would be applicable based on the transaction type and deal size.
6.1 / 10
Locations
Malaysia + 26 more
Industries
Finance + 71 more
Investment Size
USD 1.1 Mn - 4.4 Mn
Send Proposal
List your business on SMERGERS.
Get visibility from 110,000+ member network of Businesses, Investors, Acquirers, Lenders and Advisors from 900+ Industries and 170+ Countries
Create Business Profile
Interests: We like businesses with growth opportunities and one that have the potential to be a listed company. Looking for deals for our investors.
Background: We are an advisory firm registered in Malaysia. Apart from our home clients, we also represent clients based in China, Taiwan, Japan, Korea, and Australia. We do not charge an upfront fee. Success fee would be applicable based on the transaction type and deal size.
6.1 / 10
Kuala Lumpur
Locations
Malaysia + 26 more
Industries
Finance + 71 more
Investment Size
USD 1.1 Mn - 4.4 Mn
Send Proposal
Interests: Looking for acquisition and investment targets for our clients (corporates & funds) across sectors. Looking to connect with business looking to sell or raise funds across all regions.
Background: Boutique strategic and financial advisory firm with a strong global network of investors. We support SMEs and startups in their fund raise and M&A pursuits. Also involved in overseas lending for Indian businesses and support cross border acquisitions for companies looking to expand internationally. We charge upfront fees and success fees.
7.2 / 10
Locations
USA + 108 more
Industries
Finance + 157 more
Investment Size
USD 1 Mn - 500 Mn
Send Proposal
Interests: 1. The companies should be positioned in the lower middle market arena. 2. Should have above USD 5 million - 200 million Enterprise Value or USD 1 million – 50 million minimum EBITDA. 3. Our clients are interested in companies located in the USA and Canada.
Background: We are a business advisory firm based in the USA. We serve various corporate as well as individual clients across the USA. We charge an upfront fee. It depends on the type of service availed by the client. We also charge a success fee. The success fee depends on the deal size and other risks involved.
6.8 / 10
Locations
USA + 2 more
Industries
Finance + 6 more
Investment Size
USD 3 Mn - 100 Mn
Send Proposal
Interests: Business Model, run rate sales, EBITDA margin, etc.
Background: I am a businessman and business mediator with years of experience and clients across India. I do not charge any upfront fees. I charge a success fee. The success fee depends on the deal size.
7.8 / 10
Locations
India + 11 more
Industries
Finance + 32 more
Investment Size
Upto USD 3.2 Mn
Send Proposal
Interests: Interested in companies with minimum EUR300,000 revenue looking for business loan. I am connected directly to a lender, loan can be approved in max 2 days. US companies only.
Background: Business broker, funding specialist for UK, Ireland, US, Singapore.
6.7 / 10
Locations
USA + 78 more
Industries
Finance + 120 more
Investment Size
Upto USD 100 Mn
Send Proposal
Interests: Stable cash flow and regular transactions. Reliable customers and payment track record. Clear purchase and sales cycle. Strong supplier/distributor network. Basic financial discipline and banking history. Potential to benefit from working capital or supply chain finance.
Background: We are financial consultants specialising in working capital and supply chain finance solutions for SMEs and corporates. We work with banks, NBFCs, fintech lenders, and TReDS platforms to help businesses access timely funding based on their cash flow, receivables, and transaction cycles. Our focus is on structuring the right solution, whether it is loans, invoice discounting, vendor/dealer financing, or trade finance, so that businesses can improve liquidity without unnecessary equity dilution.
7.1 / 10
Locations
India + 5 more
Industries
Finance + 16 more
Investment Size
USD 53 K - 4.25 Mn
Send Proposal
Interests: Business with good growth potential and sustainability.
Background: We are an international consulting group focused on cross-border investment consultancy. We have offices and partners in China, Singapore, India, Pakistan, Egypt, and the UK. We charge both upfront and success fees.
7.1 / 10
Locations
Egypt + 5 more
Industries
Finance + 21 more
Investment Size
Upto USD 500 K
Send Proposal
Interests: - Operational for 3+ years. - Profitable or cash flow positive. - Partial/full acquisition. - Preferably audited (Financial statements and asset valuation)
Background: We are an M&A advisor, and corporate matchmaker, helping investors find their targets, hassle-free and with minimal leg work. We aim to maximize M&A deal efficiency and minimize related costs, operating purely on a success fee basis to ensure all stakeholders have a seamless deal cycle. We do not charge an upfront fee. Only success fees are levied post deal closure.
6.6 / 10
Locations
Ajman + 1 more
Industries
Finance + 12 more
Investment Size
USD 270 K - 8.2 Mn
Send Proposal
Interests: We are enthusiastic about servicing eligible enterprises in Chennai, aiding them in working on financial capabilities using profitability and revenue judgments.
Background: We are a chartered accountancy firm based in Chennai. We help businesses to raise funding from banks. We are collaborating with many reputed banks in India. We do not charge upfront fees. We charge success fees post deal closure.
6.6 / 10
Locations
Andhra Pradesh + 24 more
Industries
Finance + 83 more
Investment Size
Upto USD 113 Mn
Send Proposal
Interests: 1. Strong Management. 2. Future Business Potential.
Background: We are a financial consultancy based in India and Dubai. We provide management advisory, investment structuring, business turnaround expertise, and syndication of funds services. - About our promoter: A seasoned telecom-tech professional turned strategic business consultant, he brings over 35 years of experience in international markets (India, Middle East, Southeast Asia). He specialises in: 1. Investment structuring (Equity/Debt/ICD/REIT) 2. Business turnaround strategy. 3. Growth consulting for startups and SMEs. 4. M&A advisory and investor relations. 5. Real estate, technology, and fintech projects. 6. Any potentially growth-oriented Businesses. 7. High-stakes fundraising & HNI engagements. - Consulting highlights: 1. Structured INR 200–300 crore investment for a Hyderabad-based builder, with a REIT-focused strategy. 2. Advised online booking portal, a growing travel-tech venture, on an INR 300 crore investment strategy and monthly consulting retainer. 3. Supporting an herbal clinic in an INR 6 crore debt-to-equity growth model across Karnataka’s health & aesthetics market. 4. Advising automotive, India’s largest digital two-wheeler service chain, on an INR 16 crore pre-series A raise. - What we offer: 1. Investment banking & funding strategy. 2. Business valuation & investor collaterals. 3. Legal frameworks: Term sheets, MoUs, investor agreements. 4. Turnaround & debt restructuring models. 5. Go-to-market & revenue scaling plans. 6. Strategic advisory for overseas projects (Africa, GCC, East Asia) - Industries Served: 1. Real estate & REITs. 2. Fintech & crypto. 3. Hospitality & travel. 4. E-commerce & logistics. 5. Alternative healthcare. 6. Manufacturing & mining. 7. Pharmaceuticals. - How We Add Value: With a deep understanding of business dynamics, regulatory frameworks, and investment psychology, we help founders, promoters, and investors move from stagnation to scale. Our approach is collaborative, execution-driven, and investor-friendly. We are currently onboarding 2-3 high-impact clients for strategic consulting, investment facilitation, or business transformation. Looking for businesses seeking funding, business growth, or turnaround expertise. We do not charge an upfront fee. We charge a success fee.
7 / 10
Locations
Africa + 22 more
Industries
Finance + 44 more
Investment Size
Upto USD 58 Mn
Send Proposal
Partner, Kukreja And Kukreja

Financial Consultant in Mumbai, India

Interests: - Past experience of working in the sector. - Attractive return ratios. - Healthy margins. - The business should be in India, Japan, the USA, Europe, and Singapore, as our clients are interested in these locations.
Background: We are a chartered accountancy firm in Mumbai. Our partner is an investment banker with 18 years of deal advisory and valuation experience at Big 4 firms such as Deloitte and PwC. We provide services in auditing, deal advisory, and tax advisory.
7.5 / 10
Locations
USA + 10 more
Industries
Finance + 16 more
Investment Size
Upto USD 53 Mn
Send Proposal
Interests: Capital raising and Valuation, Business Planning and Strategy for the following businesses: - Food Business (Food Processing, Cold chain. - Healthcare (Pharma M&A), API, CDMO, CRO, HealthTech, Diagnostic, MediTech, Health Insurance, Brownfield, Large Sized Hospital opportunities. -INDUSTRIALS. -PRECISION ENGINEERING. - Logistics / supply chain. - Hospitality.
Background: - We have executed /evaluated projects in healthcare, Industrials, food sector, precision engineering. The venture is being promoted by an experienced team of investment bankers and private equity professionals and experienced sectoral professionals in Fintech, pharma, and food sector. - We are based in Mumbai. The firm had a strategic partnership with Kerburn Rose US, an investment banking firm, headquartered in London having offices in New York and London. - The business partners with clients on a wide range of business requirements, which includes business evaluation, fundraising, cross-border M&A transactions, technology evaluation and commercial contracting, - The Board of Advisors and team in the firm consists of highly experienced Senior professionals with over 75 years of aggregate experience in (I) fundraising and placement, investment banking, and private equity, and (II) business evaluation and strategic planning, and our preferred sectors in which we are working right now are. A) Supply Chain & Logistics. B) FinTech. C) Food, FoodTech & AgriTech. C) Healthcare & HealthTech. D) Hospitality and Real Estate.
7.4 / 10
Locations
India
Industries
Finance + 39 more
Investment Size
USD 520 K - 52 Mn
Send Proposal
Frequently
Asked
Questions
  • How many mutual fund agent advisors are listed on SMERGERS?
    There are 962 active and verified mutual fund agent advisors listed on SMERGERS as of 30 September 2026.
  • 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

  • What is the checklist for selling a business?

    Here is the checklist for selling a business

    1. Find a manager who can take care of your business in your absence.
    2. Fix the operations to optimize your profit …read more

  • Show more

Chat with Us
Welcome to SMERGERS