7.2 / 10
 Mumbai

Asset management company that has 200-250 clients and has tied up with 120 distributors.

Key Business Facts
Yearly Sales USD 1.4 million
EBIDTA Margin 25 %
Industries Asset Management
Locations  Mumbai
Business Overview
- Asset management company that creates a product which is later sold to our clients through distribution channels.
- HNIs are our clients. We handle their portfolios.
- We have 120 distributors that we have tied up with.
- We receive our clients through website and distributor channels.
- We charge 2.5% as a commission on the investment of the clients.
- The business has 200-250 clients.
- Majority of our clients are from countries other than India.
- Our products consist of investments that is is outside the Indian market as well.
- We are projecting our AUM to be INR 1.5k cr in a year from now and INR 2k cr in 2 years.
- The business is registered under SEBI.
Products & Services Overview
- Portfolio management services.
- Arbitrage fund.
Capitalization Overview
- The business has no loans. - Completely bootstrapped business. - There is only 1 shareholder in the business with complete control.
Assets Overview
Tangible: Computers, furniture, chairs, and interiors. Intangible: AUMs, website, and client database.
Partial Stake Sale
USD 1.8 million for 5.0% stake (Native Currency: INR 150,000,000)
Reason: For brand building, fund management, and introducing new products. We have an INR 500 cr portfolio ... View More
Includes physical assets worth USD 12 thousand
Interested to connect with advisors
In talks with 3 Investors
Contact Business