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Financial & Technology Consulting Biz Raising Funds In Pune

Listing ID: SL035054
Posted By: Owner
Last Active: 2 hours ago
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About Business

Practice Areas: Finance, Strategy, Turnaround, Digital transformation

Client Size Focus: SMEs

Revenue Model: Project-based

Active Clients: 10-25

Recurring Retainer %: 95%

Avg Engagement Size INR: 1,00,000

The business provides strategic financial advisory, investment advisory, and technology-enabled business consulting services to corporate clients. It helps businesses identify growth opportunities, optimize financial performance, improve operational efficiency, and develop strategies for expansion and investment. The business leverages data analytics, automation, and technology-driven insights to support financial decision-making, cost optimization, risk management, and business growth.

Average Monthly Sales/Revenue (FY 2026-27) : INR 3.00 L

Turnover / Sales (FY 2024-25) : INR 50.00 K

Growth Trajectory (YoY) : 100%

The co-founder has 23 years of experience in accounting, finance, taxation, and auditing, supported by a qualified Company Secretary and a postgraduate qualification. The team comprises Chartered Accountants (CAs), Company Secretaries (CSs), Cost and Management Accountants (CMAs), advocates, and IT professionals with expertise across financial, legal, compliance, and technology services.

Clientele type

The business serves international clients, particularly in the food manufacturing sector, by providing accounts payable (AP) audits, risk advisory, and business advisory services to help reduce fixed costs and improve production capacity.

Premises

LEASED

Lease per month (in INR): 18.50 K

Security Deposit (in INR): 50.00 K

Carpet Area: 380 sq ft

What’s on offer

The terms of the transaction will be discussed with the potential investor.

Reason

Expand to new locations / markets

Marketing & customer acquisition

Working capital requirements

Technology / platform development

The business is exploring client acquisition opportunities in the UK, Europe, and the US while developing an AI-based tool to assist purchase managers in streamlining procurement activities.

Licences

Professional Body Registration

Keywords

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Business Tags

Financial & Technology Consulting Business Raising Funds in Pune

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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Before buying a Financial & Technology Consulting Business Raising Funds in Pune, check:
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  • Sales, profitability, and cash flow of the business should be considered
  • Consideration you have to pay; form of consideration (either cash or shares or some combination of both) to be paid?
  • Source of financing the purchase
  • Amount of additional investment that will be required to grow business
  • Does the business have a second-line of management?
  • Are you going to run the business on a day-to-day basis or appoint some professional for the same?
  • What decisions are to be taken to improve the profitability of the business?
  • Time period of payback or return is envisaged from the business?
  • Any long-term strategic benefit or synergy with your existing business?
    • Will the clients continue with the business after the acquisition?

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