Wealth Management Businesses for Sale and Investment

With 28 years of expertise from the promoters, the company operates independently of financial regulators, offering specialized asset and portfolio management services designed to achieve superior growth in wealth management. -Strategically headquartered in the Netherlands and operating since this year, the company has established a global network with offices in the USA, recording a revenue of 2.4 million to date, as well as in Turkey and Dubai, offering efficient wealth management solutions for international clients. - The company's comprehensive service offerings include asset management, client portfolio management, and fixed asset solutions, catering mainly to high-profile businesses with a focus on bonds and capital assets. - Committed to confidentiality and trust, the company maintains a strict 100% NDA policy in conjunction with a Memorandum of Understanding to safeguard client interests. - The core team consists of 8 dynamic professionals, including remote staff, optimizing flexible and efficient client service in wealth management and asset advisory services. - A robust broker network across East Asia, Europe, and America bolsters the firm's strategic expansion, enhancing investment management opportunities and client outreach. - High-margin operations coupled with customized asset management services drive significant revenue from a prestigious global clientele. - The company's assets include proprietary land and office buildings, recognized for their high valuation, contributing to the firm's financial stability and investment reliability.

Based in Limassol, this firm is a licensed Cyprus Investment Firm (CIF), fully regulated by the Cyprus Securities and Exchange Commission (CySEC), ensuring compliance and investor confidence in financial operations. - The company offers advanced MetaTrader 5 (MT5) trading platforms, featuring sophisticated charting tools, technical analysis, and automated trading, accessible on various devices for seamless trading experiences. - A diversified portfolio approach enables clients to trade forex, stocks, commodities, indices, and cryptocurrencies, providing extensive market exposure and investment opportunities. - Tailored account types such as Standard, VIP, Prime, and Micro accommodate diverse trading styles and investment scales, from novice traders to experienced high-volume investors. - Professional trader services offer qualifying clients higher leverage and tailored features while maintaining retail customer protections, enhancing competitive advantage in wealth management services. - As a B2B-focused operation, the firm primarily serves financial institutions, benefiting from robust institutional-grade trading systems and premium support services. - Revenue streams are diversified through commissions, account fees, and premium service offerings, ensuring sustainable business growth by capitalizing on market dynamics and client transaction volumes.

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.

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.

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.

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.

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.

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.

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.

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.