Wealth Management Looking for funds for Expansion and Growth

Listing ID: SL008115
Posted By: Owner
Last Active: 1+ year ago
Verified User Information
emailEmail
phonePhone
googleGoogle
linkedinLinkedIn
facebookFacebook

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.

Business Tags

High ROI Huge potential Low Overheads Profitable Tie-ups with very Big Brands wealth management Wealth Management Looking for funds for Expansion and Growth

₹10 to ₹200 Cr

Complete Investment Banking Solution in 120 Days

Seamless Fundraising/M&A transactions

Start your growth journey with our 25+ Years of Experienced Professional Team.

Contact IBGrid Team

You may also like

Ask Us Anything

To connect with the owner of this Wealth Management Looking for funds for Expansion and Growth:
  • Register on IndiaBizForSale platform
  • Click on the “Contact Business” button on the business detailed page
  • Connect with the business owner directly
Note: Once you create your profile, you will get ONE introduction credit, allowing you to contact any ONE featured business.
Before buying a Wealth Management Looking for funds for Expansion and Growth, check:
  • Growth prospects of the industry and business
  • 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?

The business opportunity is posted either by the business owner or advisor. After that, our team checks the information for completeness, language, and accuracy. Once the basic checks are met; only then the opportunity is published.

We also get users' feedback for the opportunities they contact and based on their feedback, the opportunity may be put on HOLD till further clarification. Many opportunities are not published when it does not pass through our internal procedure checks.

We sincerely request you to carry out complete due diligence before taking the transaction ahead. In addition, the contact details of the business are verified via phone/email.

IndiaBiz offers:
  • Direct connection with owners
  • Advisory services like valuation, end to end deal management
  • Business preparation like preparing Information Memorandum, Pitch deck, etc.
If you have any queries or need help, our team is here for you. You can email us at [email protected].
Yes. Once connected, you can negotiate:
  • Deal structure (cash, equity, mix)
  • Transition timeline
  • Support during handover
  • Final consideration based on due diligence

As a seller, you are not allowed to contact another seller.

You cannot contact the seller as the Business Listing is On Hold

Error Occured

You cannot contact the seller as the Business is not available Anymore.

You cannot contact the seller as the Business is Sold.

Your mobile number is verified.
Your message will be sent after you have listed
your Buying requirements (takes 2-3 minutes).
Press Next.

Your message will be sent only after you have
verified your email-id. Please check your email.
Press Next.