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Stock Advisory Businesses for Sale and Investment

Showing 1 - 6 of 6 Stock Advisory Businesses for Sale and Investment. Buy or Invest in a Stock Advisory Business. Listed by Direct Business Owners & Business Brokers.
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Stock Advisory Startup Investment Opportunity in Pune, India

Invest in a non-operational stock advisory platform offering AILM-based insights with 375-minute forecasts.
The company is strategically based in Pune, catering to the niche industry of stock advisory with specialized offerings for retail investors. - Will features an advanced AILM-based model that provides a next-day market analysis suitable for intraday index options trading, guiding retail investors with 375-minute graph trend predictions. - Will offer a flexible revenue model with options for monthly or daily subscriptions, allowing accessibility and affordability for a diverse range of retail investors. - The founder brings significant industry expertise with 24 years of experience in IT, including a tenure at IBM, which informs the development of cutting-edge, technology-driven solutions. - Currently, in the initial stages, the model is fully built and demonstrations are available, showcasing potential earnings for prospective clients. - Plans to publish a dedicated website, expanding outreach and accessibility to potential subscribers and retail investors. - The company is registered with the MCA and we are in the process of registering with SEBI.
6.5   Pune
Run Rate Sales
Nil
EBITDA Margin
Nil
Partial Stake Sale
USD 29 K for 30%
Contact Business

Stock Advisory Company Investment Opportunity in Bengaluru, India

Internet investment advisor registered with SEBI and US-SEC, managing INR 50Cr ($6.5M), seeks growth capital.
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.
9   Bengaluru
Run Rate Sales
USD 56 thousand
EBITDA Margin
30 %
Partial Stake Sale
USD 117 K for 10%
Contact Business

Stock Advisory Company Investment Opportunity 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.
9.3   Mumbai
Run Rate Sales
USD 3.4 million
EBITDA Margin
10 %
Partial Stake Sale
USD 970 K for 10%
Contact Business
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Stock Advisory Company Investment Opportunity 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.
9.3   Mumbai
Run Rate Sales
USD 3.4 million
EBITDA Margin
10 %
Partial Stake Sale
USD 970 K for 10%
Contact Business

Stock Advisory Company Seeking Loan in Warsaw, Poland

Stock advisory firm in Warsaw, Poland, providing consulting services and trading with 78 clients.
A stock advisory firm located in Warsaw, Poland, providing consulting services and trading on our own company's capital via API keys for individual and institutional investors. - The company is registered in the Register of Virtual Currency Activities of Poland (RDWW) - With 78 clients for our advisory services alone, spanning across 30+ countries, the company has established a global footprint. - The owners have 4 years of experience in Blockchain, DeFi, and digital assets. - The company boasts an average annual yield of 56.37% based on its trading history, signaling strong performance in its investment strategies. - Our revenue model consists of two sources: 1. We receive income from the provision of advisory services, whereby the commission corresponds to 30% of the client's profit resulting from these consultations. 2. We provide trading on our own company's capital, thus obtaining a return, which is about 36% per year. There are about 10 traders currently.
7.4   Warsaw
Run Rate Sales
USD 166 thousand
EBITDA Margin
40 %
Business Loan
USD 69 K at 12%
Contact Business

Training Institute Sales Partner Opportunity

StockDaddy, 1 Sales Partner, Est'd in 2020, Gurgaon HQ
  • 2000+ Page Views
  • 900+ Investor Views
StockDaddy is India's leading stock learning platform, making it possible for users around the nation to grasp stock market skills with ease of choice. We create financial value in the lives of people by delivering our services with a focus on positive growth. We have 100% online classes. However, we have now embarked on our journey to establish hybrid learning centers. These hybrid centers will enable community-based learning and offer a chance for students to attend classes in a physical space. We currently have about 350 enrolled students and the average ticket size per student is INR 25,000. Our target market is individuals in the age group of 22-45 years, and most of the students are from Odisha and Maharashtra.
StockDaddy, 1 Sales Partner, Est'd in 2020, Gurgaon HQ
8   Expanding in Alwar
Exp Monthly Sales
USD 7 thousand
Space Required
1200 - 1700 Sq Ft
Investment Required
USD 11.7 - 23.4 K
Contact Company

Stock Advisory Company for Sale in New Delhi, India

For Sale: Stock advisory business for the equity, commodities, and forex markets.
Currently, we are not generating any revenue since we are not able to devote time to this business. - Have catered to over 500 clients to date. - All the audit and tax filing is up to date. - We used to charge consulting fees depending on transaction value. - The company is not SEBI registered. The buyer has to apply for SEBI registration. - The promoter has 20 years of experience in consulting.
6.8   New Delhi
Run Rate Sales
Nil
EBITDA Margin
Nil
Business for Sale
USD 35 K
Contact Business
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    There are 6 active and verified stock advisory businesses for sale and investment listed on SMERGERS as of 28 June 2025.
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