Wealth Management Firm Based in Central India Looking to Raise Funds

Available on Introduction
Listing IDSL006469 Asking Price (in INR)25,000,000 Last Year TurnoverINR 8,365,675 EBITDA/ Operating Margin % 55%
  • Wealth Management Firm Based in Central India Looking to Raise Funds

Business Details

PRODUCTS & SERVICES

Financial planning, Mutual fund distribution, Insurance distribution

CLIENTS & INDUSTRIES

Retail and HNIs

MARKETING & SALES

Offline

OTHER DETAILS

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.

ASKING PRICE INCLUDES

30% to 40% Equity

IndustryWealth Management LocationIndore
Total Views75 Last Active2+ months ago
Entity typePrivate Limited Started in 2007
Transaction TypeRaise Funds (via equity) Employees1
Reasonfor technology upgradation.

Please note: Documents collected for our review only. These will not be shared with any third party.
Verification of the listing does not imply that Asking price reflects the valuation of the business

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