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Wealth Management Businesses for Sale and Investment Opportunities

Showing 1 - 15 of 10+ Wealth Management Businesses for Sale and Investment Opportunities. Buy or Invest in a Wealth Management Business.

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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.
7.5   Hyderabad
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 2.4 Mn for 75%
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Wealth Management Business Investment Opportunity in Coimbatore, India

Wealth management business in Coimbatore with 4 active clients providing investment opportunities.
- The business invests money on behalf of the investors and provides advisory services to investors looking to invest money in the stock market. - We have not yet registered the business. - Business will create an options writing/selling strategy and execute trades on behalf of the client. - We use a Chennai-based broker offering zero brokerage and allows trading simultaneously in NFO, CDS, and MCX. So one capital can be used for all segments. - As advisors, we do not accept money from the public. The investors deposit the money directly in the Demat accounts. - Trading will be done only in NSE Equity, currency, and MCX crude and natural gas options. By selling OTM options we can generate good returns. - Our aim is to provide a safe and good strategy for a secure investment. - Strategy used by the business is to sell the options when their price has crossed the investment range amount. We do not use any algorithms. - Currently, cater to 4 active clients with a capital of INR 60 lakhs. - Business can handle capital from INR 10 lakhs to INR 45 lakhs. - There are a lot of opportunities available in option selling in the NFO, CDS, and commodity segments. - We work on a profit-sharing basis and charge 10-20% as our share. - Since the business started operations only 6 months back we do not have verified audited return on investment. - Those who want to check the performance, we can provide contract notes and can also provide a live demo. - Promoter has 10+ years of experience in options trading and has Level 8 NISM certification in derivatives. The remaining team includes 2 people. One is a Level 2 NISM certified derivative advisor and a software engineer currently getting NISM certification. - Business is owned by 1 person and is debt-free.
7.1   Coimbatore
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 24 K for 0%
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Wealth Management Business Investment Opportunity in Pune, India

The business provides investment advisory and PMS offering investment opportunities.
- We are a portfolio management company (PMS) helping investors to create long-term wealth through the Indian stock market. - Through this listing, we are offering PMS to the investor as an investment opportunity. - The business will not provide any stake but open an account in the investor's name offering an investment opportunity. - We currently cater to the clients with a ticket size starting with INR 10-25 lakhs. - We currently manage more than INR 15 crores. - We have authorized registered registration with the stock exchanges to provide these services. We are not SEBI registered advisors. - Portfolio of well researched Top Quality listed companies. - Opportunity to invest in high-growth industries in India. - This investment opportunity is ideal for investors with more than 5 years of investing horizon. - Minimum investment starts at INR 10 lakhs. - The business generates revenue of INR 1.2 cr per year with an EBITDA margin of 25 %.
8.4   Pune
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 12 K for 0%
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Wealth Management Company Investment Opportunity in Pune, India

Pune-based FinTech company providing unbiased advice with smart technology platform along with 1,000+ clients.
- Our business is a FinTech - online investment platform. We help in financial investment planning services and execution on a proprietary platform. - Business uses an omnichannel distribution model which allows our customers to complete a purchase and receive products from any channel they choose. - We earn our revenue from advisory services and commissions. - The business is currently serving 1,000+ customers this year alone. - The business handled a few clients before 2020 and due to Covid there was a minimum new contact, in end-2020, the company was received a large number of clients based out of Mumbai. - With the latest smart AI technology, we provide the best solutions and advice to our clients, which has built up trust in our company. - We are looking to expand our business in Mumbai in the next year, where most of our clients reside. - The promoter has 20+ years of experience in technology and finance. - Our business is listed as one of India's top 10 wealth management platforms by a well-reputed India magazine.
Pune-based FinTech company providing unbiased advice with smart technology platform along with 1,000+ clients.
7.4   Pune
Run Rate Sales
USD 370 thousand
EBITDA Margin
10 - 20 %
Financial Investment
USD 240 K for 15%
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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.
6.4   Pune
Run Rate Sales
USD 70 thousand
EBITDA Margin
30 %
Business Loan
USD 12 K at 20%
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Wealth Management Business Investment Opportunity in Hyderabad, India

Inviting investors who wish to deploy their capital in a prudential strategy with monthly returns.
- One person business that will create an investment strategy and execute it from the investors' account. - The investors would not transfer any funds to us. We will create the investment strategy, access their accounts, and execute the trades for them. - We will charge a commission only on the monthly profits. The first three months will be free of cost. - The investment strategy and commission charged would vary for each investor. - Our primary goal will be to safeguard the investor's money and our secondary goal is to earn monthly returns on the corpus. - We have been investing personal money in stock markets and are successfully generating monthly returns.
6.4   Hyderabad
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 6 K for 0%
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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 6 million
EBITDA Margin
1 %
Business Loan
USD 600 K at 24%
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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.
8.3   Vienna
Run Rate Sales
USD 130 thousand
EBITDA Margin
12 %
Financial Investment
USD 1.1 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.
6.1   Chennai
Run Rate Sales
Nil
EBITDA Margin
Nil
Business Loan
USD 12 K at 50%
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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 9 thousand
EBITDA Margin
15 %
Financial Investment
USD 120 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 1.5 million
EBITDA Margin
30 %
Business Loan
USD 1.2 Mn at 30%
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Wealth Management Company Investment Opportunity in Ulaanbaatar, Mongolia

Hedge fund trader dealing in gold and coal futures, currently managing USD 50K assets.
- Hedge fund trader trading in gold and coal futures. - Started in 2018 and we currently have USD 50K under assets. - Our investors are gold and coal dealers based in Mongolia. - Currently based in an innovation center, Mongolia. - Founder of the company holds IFTA certification and has 15 years of industry experience.
7.5   Ulaanbaatar
Run Rate Sales
USD 23 thousand
EBITDA Margin
20 %
Financial Investment
USD 50 K for 40%
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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.
7.5   Mumbai
Run Rate Sales
USD 66 thousand
EBITDA Margin
20 - 30 %
Business for Sale
USD 55 K
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Wealth Management Franchise Opportunity

FutureCraft Securities Analysis, Established in 2012, 24 Franchisees, Rajkot Headquartered
  • 10+ introductions
  • 4000+ 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, Established in 2012, 24 Franchisees, Rajkot Headquartered
7.1   Expanding in Czech Republic
Exp Monthly Sales
USD 6 thousand
Space Required
1000 - 1500 Sq Ft
Investment Required
USD 30 - 66 K
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Asked
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  • How many wealth management businesses for sale and investment opportunities are listed on SMERGERS?
    There are 15 active and verified wealth management businesses for sale and investment opportunities listed on SMERGERS as of 05 February 2023.
  • 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

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    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.

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