Wealth Management Co Raising Funds In Gurugram
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, and 18 corporate clients
Premises
The premises are leased.
Asking Price Includes
The terms of the transaction will be discussed with the potential investor.
Asking Price
INR 50.00 Cr
Minimum ticket size
INR 5.00 Cr
Reason
They are raising funds to grow the company and fuel the expansion.
More Details
It is a holding & investment management organization. They make investments in various asset classes or businesses to create wealth for their stockholders. 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 a full-fledged broking house as they are also negotiating to acquire a BSE-listed NBFC company to increase the market capitalization, clientele, etc.
They are also planning for PMS services under their banner.
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