Wealth Management Firm Based in Central India Looking to Raise Funds
About Business
Financial planning, Mutual fund distribution, Insurance distribution
This Private Limited business is operational since 2007. They have 2 offices based in Indore and Ujjain.
Have a client base of more than 1500 PAN India.
Monthly rent of both the office is INR 40,000 and 12,500 respectively.
Looking to Dilute 30% to 40% Equity to raise funds between INR 2 Cr to 2.5 Cr.
Clientele type
Retail and HNIs
Premises
Offline
What’s on offer
30% to 40% Equity
Reason
for technology upgradation.
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