Investment Advisory Firm For Acquisition in Hubli-Dharwad

About Business

Investment Advisory Firm – Business Overview

Business Journey
Established in 2022, this investment advisory firm was founded on the belief that sustainable wealth creation is built on research, discipline, and integrity. Starting as a boutique equity advisory, the company has grown into a trusted name in the field of passive and research-driven investing. With offices in Hubballi and Bengaluru, it now serves more than 35 clients across India and overseas. The firm has also been recognized by leading media institutions for its ethical advisory practices and contribution to investor education.

Products and Services
The firm provides a comprehensive suite of investment and wealth management solutions tailored to diverse investor goals:

- Elite Equity Portfolio: A high-conviction, research-based equity portfolio focused on quality businesses with long-term growth potential.
- Tranquil Portfolio: A passive, index fund–based strategy ideal for investors seeking simplicity, stability, and low-cost compounding.
- Global Index Portfolio: A globally diversified index investment solution offering access to international markets.
- Financial Planning & Wealth Advisory: Holistic, goal-oriented financial planning that integrates passive investing principles for long-term wealth creation.

Unique Strengths:
- Deeply research-driven and unbiased, with all recommendations backed by independent analysis rather than commissions.
- Operates on a fee-only, debt-free model ensuring full transparency and alignment with client interests.
- Combines active research insights with the simplicity and discipline of passive investing.
- Maintains strong client trust with over 90% retention, built through consistent performance and clarity.
- Recognized by reputed institutions for its ethical and client-centric advisory approach.

Growth Vision
The firm is now poised for its next phase of growth—aiming to become one of India’s most respected independent advisory platforms. Its expansion strategy includes strengthening its presence in passive and global index fund portfolios, integrating advanced technology for client engagement, and enhancing digital investor education. By 2026, the company targets reaching over 1,000 investors and students, continuing its mission to empower individuals to achieve financial independence through discipline, research, and simplicity.

Clientele type

The company caters to a diverse client base, including retail investors and high-net-worth individuals.

Premises

LEASED

Lease per month (in INR): 13.50 K

Security Deposit (in INR): 50.00 K

Carpet Area: 1,100 sq ft

Asking Price Includes

Assets Offered to the Buyer

1. Tangible Assets

- Fully furnished head office premises (rented) with transferable interiors, furniture, and fixtures.
- Complete office infrastructure, including computers, printers, and communication systems.
- Branded marketing materials such as signage, stationery, brochures, and display assets.
- Licensed software tools and research platforms for portfolio analytics, equity research, and reporting.
- Database systems containing non-confidential operational data, templates, and reporting formats.

2. Intangible Assets

- Established brand name and goodwill, known for trust, research-driven insights, and ethical advisory.
- Registered domain name and official website with strong SEO and digital presence.
- Active client relationships and advisory contracts with 35+ investors (subject to regulatory and client approvals).
- Proprietary investment frameworks, including research methodologies, portfolio construction processes, and advisory models.
- Strong digital footprint and reputation through social media presence, professional networks, and published articles.
- Industry recognition and awards for excellence in ethical advisory and investor education.

Reason

To enable strategic growth under new ownership while preserving Sukhanidhi’s legacy.

More Details

Promoter Experience and Leadership:
The founding team brings a strong blend of financial expertise and corporate leadership. The Founder and Chief Investment Officer has over 13 years of experience in the equity markets and holds an MBA in Finance. As a Certified Financial Planner (CFP) and SEBI-Registered Investment Advisor (RIA), he has contributed to several leading financial publications and media platforms, simplifying long-term investing and personal finance for a wider audience.

He is supported by the Co-Founder and CEO, who has extensive leadership experience with leading automotive brands, contributing strategic insight and operational excellence to the organization.

Recognition and Impact:
The company has been recognized for its excellence in ethical advisory and investor education, receiving industry awards for leadership and innovation. It has conducted financial literacy programs for MBA students and has been featured in reputed publications for promoting disciplined, research-based investing.

Respected within the financial community, the team is known for making wealth creation accessible through education, transparency, and trust-driven advisory practices.