Derivatives Advisory Firm Raising Funds In Udaipur
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About Business
The business operates as an investment advisory firm with a primary focus on derivatives trading strategies and hedging techniques. It provides structured advisory services to individuals and businesses seeking guidance in managing market risk and optimizing returns through disciplined trading and asset allocation approaches.
Core Offering
The main activity of the firm is advisory in derivatives and related financial instruments. Services include strategy development, risk management frameworks, and structured hedging solutions designed to manage exposure in volatile markets.
In addition, the firm supports clients with asset–liability management to ensure financial stability and alignment between investments and obligations.
Services
The advisory services include:
- Derivatives strategy advisory
- Hedging and risk management techniques
- Asset–liability management planning
- Portfolio structuring and review
- Investment planning support
- Ongoing consultation and performance alignment
Client Base
The firm serves more than 250 active clients, including individual investors and small business owners. Client relationships are advisory-driven and typically involve ongoing engagement rather than one-time transactions.
Clientele type
The main clients are individuals and firms, including salaried professionals, business owners, entrepreneurs, and families who want proper financial planning and long-term wealth management support.
Premises
LEASED
Lease per month (in INR): 45.00 K
Security Deposit (in INR): 1.00 L
Carpet Area: 2,500 sq ft
Asking Price Includes
The terms will be discussed with prospective investors.
Reason
The funding is sought to streamline existing business transactions and support the launch and expansion of a technology-based trading platform that is already operational through a brokerage integration. The promoters plan to strengthen and systemize trading techniques, further develop structured strategies, and establish a separate legal entity (Private Limited or LLP) to scale operations efficiently. Pre-seed capital will enable entity formation, technology enhancement, and initial growth initiatives.
Licenses
Udyam
Keywords
Business Tags
Fundraising for ₹10 Cr – 500 Cr
Confidential Process Completed in 120 Days
Strategic Preparation, Aligned Investor Outreach and Seamless Closure
Supported by Advisors with 26+ Years of Experience
