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Wealth Management Businesses for Sale and Investment in India

Showing 1 - 7 of 7 Wealth Management Businesses for Sale and Investment in India. Buy or Invest in a Wealth Management Business. Listed by Direct Business Owners & Business Brokers.
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Wealth Management Business Investment Opportunity in Coimbatore, India

Wealth-management company in Tamil Nadu with INR 5 crore AUM seeks investment.
Wealth management and investment management firm, providing a diverse range of financial services tailored to meet the unique needs of our clients. - Specializing in trading across multiple segments, including alternative investments, derivatives, equities, and futures and options (F and O), our primary focus is the Indian financial markets. - Currently managing a portfolio of 14 high net-worth individual (HNI) clients, with a total net worth of ₹1.4 crore under our management (AUM), we are committed to delivering exceptional financial outcomes. - Our company prides itself on consistently outperforming traditional banking returns, ensuring better results for our clients by leveraging our expertise in the financial markets. - Regulatory compliance is of utmost importance to us. The company is required to be registered with the Securities and Exchange Board of India (SEBI). We have already applied for the necessary SEBI license and are expecting approval within the next week, further solidifying our commitment to regulatory standards and transparency. - Our leadership team boasts over 10 years of industry experience, bringing deep insights and a wealth of expertise to the table in managing client portfolios and navigating complex market conditions. - Our revenue model is based on a % commission structure, where management fees are charged as a percentage of the total AUM. This aligns our interests directly with those of our clients, as our success is tied to the performance of their investments. - We pride ourselves on organic client acquisition, predominantly driven by word-of-mouth referrals, a testament to the strong relationships we’ve built and the trust our clients place in our services. - Our company holds GST registration, MSME certification, and incorporation certificate, ensuring full compliance with Indian laws and regulations. - By focusing on long-term relationships and personalized investment strategies, we are committed to helping our clients achieve their financial goals through strategic asset allocation, risk management, and market expertise. - Since this is a service based business which is not labour intensive, we maintain a lows employee count.
6.9   Coimbatore
Run Rate Sales
USD 250 thousand
EBITDA Margin
20 - 30 %
Partial Stake Sale
USD 346 K for 50%
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 55 thousand
EBITDA Margin
30 %
Partial Stake Sale
USD 115 K for 10%
Contact Business

Wealth Management Franchise Opportunity

Torus Group, 4 Franchisees, Est'd in 2022, Mumbai HQ
  • 300+ Page Views
  • 100+ Investor Views
Torus Group is a dynamic and diversified enterprise, offering a broad spectrum of services across health, wealth, education, finance, and digital marketing. As we embark on an exciting expansion across India, we invite visionary investors to join us in this journey. Our business model is designed for flexibility and success. With our strong network of partnerships with reputable companies, franchisees can choose to offer a range of services or focus on a single area of interest. The investment and the brand fees for tier 2 and 3 cities are lower than the mentioned fee and investment. We are fully certified, with GST registration and SEBI accreditation as a stockbroker, ensuring that our operations meet the highest standards of compliance and reliability. Be part of a thriving ecosystem and capitalize on a growing market with Torus Group.
Torus Group, 4 Franchisees, Est'd in 2022, Mumbai HQ
6.6   Expanding in India
Exp Monthly Sales
USD 34.6 thousand
Space Required
1000 - 1100 Sq Ft
Investment Required
USD 52 - 81 K
Contact Company
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Wealth Management Franchise Opportunity

Torus Group, 4 Franchisees, Est'd in 2022, Mumbai HQ
  • 300+ Page Views
  • 100+ Investor Views
Torus Group is a dynamic and diversified enterprise, offering a broad spectrum of services across health, wealth, education, finance, and digital marketing. As we embark on an exciting expansion across India, we invite visionary investors to join us in this journey. Our business model is designed for flexibility and success. With our strong network of partnerships with reputable companies, franchisees can choose to offer a range of services or focus on a single area of interest. The investment and the brand fees for tier 2 and 3 cities are lower than the mentioned fee and investment. We are fully certified, with GST registration and SEBI accreditation as a stockbroker, ensuring that our operations meet the highest standards of compliance and reliability. Be part of a thriving ecosystem and capitalize on a growing market with Torus Group.
Torus Group, 4 Franchisees, Est'd in 2022, Mumbai HQ
6.6   Expanding in India
Exp Monthly Sales
USD 34.6 thousand
Space Required
1000 - 1100 Sq Ft
Investment Required
USD 52 - 81 K
Contact Company

Newly Established Wealth Management Business Investment Opportunity in Hyderabad, India

Company seeks investment to start business operations in wealth management, sheep/poultry, resorts, and media entertainment.
This is a unique business idea with three different verticals, one of which gives you s great satisfaction as we are helping nature. - The operations have not started yet and we are in the ideation process. - The business has not been registered. - Our three verticals are- 1. Wealth management and venture capital. 2. Producing web series/TV serials and TV shows (like KBC/Bigg boss) 3. Development of forests in larger areas with medicinal plants, rare wood, spices, and raw material for medicinal products and resort development. - Initially, we will be focusing on the first two verticals. - Currently, the business owners are working in a company. They are planning to start their own business and looking for funds. - We are expecting a return of 20%-40% pa from our finance vertical. - Media and entertainment business will be started with a Web series / TV serial and a TV show (like KBC or Bigg boss) and subsequently decides the future plan (Plots are ready for both the shows) - The forest products vertical will start generating profits after 3-5 years of operations from the start date.
6.8   Hyderabad
Run Rate Sales
Nil
EBITDA Margin
Nil
Partial Stake Sale
USD 2.3 Mn for 75%
Contact Business

Wealth Management Business Seeking Loan in Pune, India

Pune-based financial consultancy seeks a business loan with a repayment interest rate of 20%.
Financial consultancy that provides investment planning, real estate brokerage services and insurance consulting. - We advertise our services through Justdial and references. - The consultancy annually receives around 500+ clients. - Our business has a CIBIL score of around 650.
6.8   Pune
Run Rate Sales
USD 69 thousand
EBITDA Margin
30 %
Business Loan
USD 11.5 K at 20%
Contact Business

Wealth Management Business Seeking Loan in Chennai, India

Stock market trader, specialized in algorithm trading in diversified markets.
Automatic Bots takes decision in stock markets, handles both buy and sell trades holding from few seconds to more than few minutes. - We are skilled in trading futures contracts on both long & short position in gold, crude, natural gas, Nifty, Bank Nifty and international FX. - Our trading strategy is based on our clients' requirements and we can provide high frequency trading, algorithm trading and other quantitative strategies. - At present we have more than 10 active clients and have more than INR 1 Crore under our management (AUM). - On a monthly basis we provide a return of 2 to 3% - Promoter has 14 years of experience and has worked as a technical analyst and trading strategist with different corporates. - He has handled trading desk of INR 50 crores and is an expert in low latency trading strategy design. - On average our monthly income is around INR 1.5 lakhs.
Stock market trader, specialized in algorithm trading in diversified markets.
7.1   Chennai
Run Rate Sales
USD 5.5 million
EBITDA Margin
1 %
Business Loan
USD 580 K at 24%
Contact Business

Wealth Management Franchise Opportunity

FutureCraft Securities Analysis, 24 Franchisees, Est'd in 2012, Rajkot HQ
  • 5000+ Page Views
  • 1000+ Investor Views
FutureCraft Securities Analysis Private Limited is a financial services firm engaged in research and a diversified trading firm specializing in market making, relative value arbitrage, and fundamentally-oriented trading strategies across a variety of domestic and international markets. We have extensive experience in the financial markets and provide a variety of services performed at the highest level. Our synergy between traders and technologists empowers us to rapidly convert innovative ideas into reality. We choose to develop our own technology to control and capitalize on every step of the trading process. FutureCraft was designed to be a nimble organization with a rigid focus on its core strengths: risk management, market development, and alpha generation. We are guided by a management team with deep knowledge and experience in the derivatives industry and have successfully navigated through many different economic environments and market cycles. Our large and talented software development staff works side-by-side with traders to develop systems that meet the changing markets. At FutureCraft, we understand that even the best strategy will fail if hindered by inferior implementation. And providing research services to our clients. Exhibiting critical minds and independent thinking, our employees share a common vision, ethic, and goal. Individual effort is rewarded; team success is celebrated. Note: Company does not charge brand fee rather they charge for Server at USD 1,000 per month.
FutureCraft Securities Analysis, 24 Franchisees, Est'd in 2012, Rajkot HQ
6.3   Expanding in India
Exp Monthly Sales
USD 5.8 thousand
Space Required
1000 - 1500 Sq Ft
Investment Required
USD 29 - 62 K
Contact Company
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    There are 7 active and verified wealth management businesses for sale and investment in India listed on SMERGERS as of 25 June 2025.
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