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
Clientele type
Individuals
Premises
rented Office
Asking Price Includes
Includes existing clients and their investment with trail commissions.
Reason
Looking to retire
More Details
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.
Keywords
Business Tags
₹10 to ₹200 Cr
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