Insurance Broking Biz Raising Debt Funding In Navi Mumbai
About Business
Services Offered: Insurance advisory
Total AUM INR: <1Cr
Active Client Accounts: 200
Revenue Model: Trail commission
AUM Product Split: Mostly debt
SIP Book INR: <5L
Primary Client Segment: Retail
The business is an insurance broking and distribution business offering motor, health, life and commercial insurance products. Motor insurance is the main area of business, covering bikes, cars and commercial vehicles.
Product Portfolio
The business can offer various types of insurance, including:
- Bike insurance
- Car insurance
- Commercial vehicle insurance
- Health insurance
- Life insurance
- Other general insurance products
Business Operations
The business operates as a broking partner with an insurance company and works with multiple major insurance providers. It holds the required IRDAI licence to operate in the insurance sector.
Average Monthly Sales/Revenue (FY 2025-26) : INR 40.00 K
Growth Trajectory (YoY) : 200%
Clientele type
The business primarily serves retail and individual customers.
Premises
LEASED
Lease per month (in INR): 20.00 K
Security Deposit (in INR): 60.00 K
Carpet Area: 430 sq ft
Use of Funds
The transaction terms will be discussed and mutually agreed upon with potential investors.
Reason
Expand to new locations / markets
Hire key talent / build team
Invest in technology / R&D
Marketing & customer acquisition
Working capital / inventory
Working capital requirements
Hire & strengthen the team
The funds will be used for business growth, hiring new agents and employees, and purchasing computers and other necessary equipment. The business plans to onboard commission-based agents and salaried employees within the next 2–3 months.
Licenses
IRDAI Registration (if insurance)
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