Wealth Management Businesses for Sale and Investment Opportunities

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Wealth Management Business Investment Opportunity in Chennai, India

Portfolio management business that focuses on stock market trading seeks funds to start a new company.
- A wealth management business that focuses on providing passive returns to investors by hedging. - We are looking to create a new company where the investor, for an investment of Rs. 20 lakhs will get 40% stake in the business. - We will be using these funds to invest in the stock market. - In our previous ventures, we have worked with 10 clients. - Have been able to provide a 36% return on investment per annum using our own developed strategy. - We have in-depth analysis and understanding of Indian stock markets. - Use algo-trading techniques. - Focus mainly on positional and long term trading. - Revenue will be generated through a percentage commission from the profits generated for clients.
7.0   Chennai
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 27 K for 40%
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Newly Established 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.
7.8   Chennai
Run Rate Sales
USD 6.4 million
EBITDA Margin
1 %
Business Loan
USD 700 K at 24%
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Newly Established Wealth Management Company Investment Opportunity in Singapore

A financial investment company aligned with United Nations Sustainable Development Goals (SDGs).
Singapore registered financial investment company that trades in foreign exchange, commodities, metals and ESG (Environmental, Social and Governance) funds. We customise financial literacy programs for the unique individuals. We utilise cutting-edge technology and innovative financial analytical tools to make informed investment decisions. Our goals are aligned with United Nations Sustainable Development Goals (SDGs). Hence, we believe in ethical and impact-driven investments. We adopt a holistic approach to achieve Quality Education (SDG goal 4) by: - Ensuring inclusive and equitable quality education. - Promoting lifelong learning opportunities for all our stakeholders. We adopt the holistic approach to promote Decent Work and Economic Growth (SDG goal 8) by: - Promoting development-oriented policies that support productive activities, decent job creation, entrepreneurship, creativity and innovation. - Encouraging the formalisation and growth of micro-, small- and medium-sized enterprises, including through access to financial services. We have established a tie-up with global financial derivatives companies where our clients' funds are deposited in fully segregated accounts. Our partners are regulated by worldwide financial regulators such as ASIC, BaFin, FMA, CNMV, FSC and CIMA. All clients will have a personalised investment strategy based on their investment needs. We are committed towards our clients.
8.6   Singapore
Run Rate Sales
USD 396 thousand
EBITDA Margin
10 - 20 %
Financial Investment
USD 100 K for 0%
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Wealth Management Business Investment Opportunity in Vienna, Austria

International and independent consulting company focused on financial services.
- We are an independent consulting company in Vienna, Austria. - Our services include consulting, seminars and fund management. - Have a potential client base. We provide consulting services, seminars, and fund management services to these clients. - In Consulting: We provide market risk management advice such as economic risk, transaction risk from the development to implementation and also the implementation of regulatory and internal business requirements. - Seminars: We conduct seminars on market risks, currency management for financial market enthusiasts covering topics such as trading, hedging & overlay management. - We have developed model-based trading and hedging algorithms for sophisticated currency management. - As of now, we plan to collect 1 bn USD assets in the next 5 years. - We generate revenue through management and performance fee. - Our assets include the website, domain, clients assets, software, office equipment. - Promoter has more than 35 years of experience in this business.
8.4   Vienna
Run Rate Sales
USD 140 thousand
EBITDA Margin
12 %
Financial Investment
USD 1.2 Mn for 20%
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Wealth Management Business Seeking Loan in Chennai, India

Equity portfolio management in the stock market with a secondary plan for export import activities.
For export, we are into merchant export activities of semi perishable and perishable goods. We trade in the Indian Stock market & we do equity portfolio management blended with own fundamental & technical analysis. Will be handling funds from INR 15 lakhs to a total of INR 2 crores per client. Live performance is possible on meet. Clients can either invest with us for a 5% return on month plan or we can trade within client account for an above Rs. 25 lakhs investment. Trading performed in equity cash & derivatives segment & other indices. We commit to provide maximum 50%-60%return per annum to the investor/ lender by monthly/quarterly/half-yearly payment on the capital invested with us. Fund operation or portfolio management from investor account itself as profit sharing ratio can be negotiable based on investment size, risk management & returns expected from an investor. Owner has experience of 7+ years in trading and has handled Assets. Business does not own any physical assets.
7.2   Chennai
Run Rate Sales
Nil
EBITDA Margin
Nil
Business Loan
USD 13 K at 36%
Contact Business

Wealth Management Business Investment Opportunity in Pondicherry, India

Company in Pondicherry having expertise in Nifty and Bank Nifty option writing that has 20 clients.
- Option writing business based in Pondicherry operating since 2017. - We are into Nifty option and Bank Nifty option writing. - We are an LLP and are not SEBI registered. - Currently, have 20 clients. - Our monthly derivative volume is INR 2 crores. - Investor would get 25% stake in the business and at the end of the year, the profit would be divided accordingly. - Expecting more business from Gujarat and Delhi in the near future. - Discussion is going on to establish an office in London. - Promoter has more than 15 years of experience in this sector and the company has experienced and qualified experts. - Business owns furniture and computers.
6.3   Pondicherry
Run Rate Sales
USD 10 thousand
EBITDA Margin
15 %
Financial Investment
USD 130 K for 25%
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Wealth Management Business Seeking Loan in Chennai, India

Financial advisory business require funds to invest in a Government port expansion project.
- A financial advisory and wealth management firm based in Chennai that started operations in 2016. - We invest in various projects (alternate investments) such as marine and coal transport projects. - Have invested in 5 projects till date. - Currently helping fund a Government port expansion project, for which we require investors. - Project is expected to start in a month's time and complete in 2 years. - Investors can expect a 30% ROI with payback within 2 years. - Business does not own any assets.
6.2   Chennai
Run Rate Sales
USD 1.6 million
EBITDA Margin
30 %
Business Loan
USD 1.3 Mn at 30%
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Online Automated Financial Planning Website for Sale in Mumbai, India

For Sale: Algorithm driven automated financial & investment planning and execution portal.
- The company can create automated detailed Financial Plans, Customise Mutual Fund Portfolios, compare the offered interest rates of various Financial institutions on different loans and collect data of the interested customers to execute the same. -We provide information about a plethora of financial instruments including Government schemes, life and general insurance, fixed income instruments, etc and also help to purchase some of them. - The portal is ideal for wealth management businesses targeting mass, mass affluent and affluent customers.
8.2   Mumbai
Run Rate Sales
USD 70 thousand
EBITDA Margin
20 - 30 %
Business for Sale
USD 60 K
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Wealth Management Franchise Opportunity

FutureCraft Securities Analysis, Established in 2012, 24 Franchisees, Rajkot Headquartered
  • 10+ introductions
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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, Established in 2012, 24 Franchisees, Rajkot Headquartered
7.8   Expanding in Czech Republic
Exp Monthly Sales
USD 7 thousand
Space Required
1000 - 1500 Sq Ft
Investment Required
USD 34 - 72 K
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    There are 9 active and verified wealth management businesses for sale and investment opportunities listed on SMERGERS as of 22 April 2021.
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