Well known financial planner and investment advisor with over 35 years of experience is looking for a working partner or a full
About Business
Insurance broker and investment advisor & financial planner
Business is currently run by the proprietor. We have a loyal client base and a strong operational team.
The majority of the team has over 10 years of experience.
We have tie-ups with mutual funds and all the companies accepting deposit.
Average client business for over 7 years.
Average client investment over Rs 10,00,000.
Number of clients - Approximately 100.
Clientele type
Individuals
Premises
rented Office
Asking Price Includes
Includes existing clients and their investment with trail commissions.
Reason
Looking to retire
Keywords
Business Tags
Business Exit for ₹10 Cr – 200 Cr
Structured Transition Completed in 120 Days
Credible Buyer Connections, Confidential Discussions, and Seamless Closure
Supported by Advisors with 26+ Years of Experience