Wealth Management Looking for funds for Expansion and Growth

Listing ID: SL008115
Posted By: Owner
Last Active: 1 week ago
Verified User Information

Product / Service

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


We have leased office since last 3 years .

Asking Price Includes

Fees to government , Approvals, Hiring , Technical investment


To create more revenue streams and to retain more clients.
Their target of revenue would be approx. 20 Cr in next two years.

Other 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.

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