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  5. SL030426
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Financial Consultancy Business Raising Funds In Surat

Listing ID: SL030426
Posted By: Owner
Last Active: 2 days ago
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About Business

Established financial consultancy firm operating since 2012, providing a wide range of accounting, taxation, financial advisory, and compliance-related services to individuals and businesses.

The firm has built a strong reputation in the local market with over 2,000 active clients and diversified service offerings across finance and compliance sectors. The business serves MSMEs, traders, manufacturers, startups, salaried professionals, investors, and service providers.

With more than 36 financial and consultancy services under one platform, the business has developed long-term client relationships and recurring revenue streams. The promoter is currently seeking investment support to scale operations, increase client acquisition, and expand marketing efforts.

Services Offered
Accounting and bookkeeping services
Income tax consultancy
GST registration and compliance services
Loan consultancy and advisory
Insurance distribution services
Mutual fund distribution and investment support
Financial and regulatory advisory services

Clientele type

The business caters to:

MSMEs
Manufacturers and traders
Professionals and service providers
Startups
Salaried individuals
Investors and income earners

Premises

LEASED

Lease per month (in INR): 8.00 K

Security Deposit (in INR): 51.00 K

Carpet Area: 450 sq ft

Asking Price Includes

Upto 12% Interest Per Annum for 3 years can be negotiated with potential investors.

Reason

Fund Utilization: Business expansion, marketing activities, increasing client base, and operational growth

Keywords

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Business Tags

Financial Consultancy Business Raising Funds In Surat

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

Contact IBGrid Team

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