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  5. SL034107
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Stock Advisory & Portfolio Biz Seeking Funds In Dehradun

Listing ID: SL034107
Posted By: Owner
Last Active: 2 days ago
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About Business

Services Offered: Portfolio management, Alternative investments

AUM Managed INR: <10Cr

Client Type: HNI

Active Client Count: 21

AUM Asset Class Split: Mostly equity

Top 10 Client Concentration (%): 46%

Fee Model: AUM-based fee (% pa), Fixed advisory/retainer fee

Portfolio Management Platform: No – manual / Excel only

An investment opportunity is available in a stock advisory and portfolio management business providing research-driven investment guidance to clients.

Business Model

- The business operates with a team of 3 members, including 1 SEBI-registered Research Analyst (RA) and 2 members with relevant experience in stock market research and advisory.
- The founder brings around 17 years of experience in the stock market and investment advisory space.
- The advisory process involves technical analysis, fundamental analysis and other analytical models before providing investment recommendations and portfolio guidance.
- The business currently manages 7 clients with portfolios of ₹1 Cr+ each, while the remaining clients primarily use the advisory services.
- Revenue is generated through a performance-based fee of 15% on profits.
- For smaller portfolios below ₹50 lakh, the business charges a quarterly advisory fee of ₹20,000.
- Concessionary pricing is also offered for one-year membership plans.

The business is seeking an investor to support the growth and expansion of its stock advisory and portfolio management operations.

Average Monthly Sales/Revenue (FY 2026-27) : INR 1.00 L

Growth Trajectory (YoY) : 46%

The core team includes a research analyst who conducts in-depth stock screening by evaluating technical patterns and company fundamentals. The team also meets with company owners or promoters in person to gain a deeper understanding of the business. Elliott Wave analysis is additionally used as part of the research process, providing an additional layer of confirmation before executing investment decisions.

Clientele type

The business currently has 21 active clients, with a primary focus on retail investors & HNI.

Premises

Premises comprise a dedicated co-working office space used for stock research, market analysis, and advisory activities.

What’s on offer

The transaction terms will be discussed and mutually agreed upon with potential investors.

Asking Price

INR 5.00 Cr

Minimum ticket size

INR 50.00 L

Reason

Expand to new locations / markets

Working capital requirements

Keywords

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Business Tags

Stock Advisory & Portfolio Management Biz Seeking Investment In Dehradun

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 Stock Advisory & Portfolio Management Biz Seeking Investment In Dehradun, check:
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  • Source of financing the purchase
  • Amount of additional investment that will be required to grow business
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  • 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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