Wealth Management Looking for funds for Expansion and Growth
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About Business
Wealth Management ( Stock Broking, Estate Planning, Tax consulting, Financial Planning)Trade Finance, Consulting Services
Clientele type
18 AMC , 48 Brokerage clients , 20 Private investors , 18 corporate clients
Premises
We have leased office since last 3 years .
Asking Price Includes
Fees to government , Approvals, Hiring , Technical investment
Reason
To create more revenue streams and to retain more clients.
Their target of revenue would be approx. 20 Cr in next two years.
More Details
It is a holding & investment management organization. They do investments in various assets classes or businesses to create wealth for their stock holders. They are one of the distributors of Non- Broking financial products for retail and corporate investors
They want to create a full service under their brand to retain and serve all the clients.
They are planning to come into lending and full-fledge broking house as they are also negotiating to acquire a BSE listed NBFC company to increase the market capitalization, clientele and etc.
They are also planning for PMS services under their banner.
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₹10 to ₹200 Cr
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