Wealth Management Business Seeking Loan in Coimbatore, India

- Wealth management and investment management firm, providing a diverse range of financial services tailored to meet the unique needs of our clients.
- Specializing in trading across multiple segments, including alternative investments, derivatives, equities, and futures & options (F&O), our primary focus is the Indian financial markets.
- Currently managing a portfolio of 14 high net-worth individual (HNI) clients, with a total net worth of ₹1.4 crore under our management (AUM), we are committed to delivering exceptional financial outcomes.
- Our company prides itself on consistently outperforming traditional banking returns, ensuring better results for our clients by leveraging our expertise in the financial markets.
- Regulatory compliance is of utmost importance to us. The company is required to be registered with the Securities and Exchange Board of India (SEBI). We have already applied for the necessary SEBI license and are expecting approval within the next week, further solidifying our commitment to regulatory standards and transparency.
- Our leadership team boasts over 10 years of industry experience, bringing deep insights and a wealth of expertise to the table in managing client portfolios and navigating complex market conditions.
- Our revenue model is based on a % commission structure, where management fees are charged as a percentage of the total AUM. This aligns our interests directly with those of our clients, as our success is tied to the performance of their investments.
- We pride ourselves on organic client acquisition, predominantly driven by word-of-mouth referrals, a testament to the strong relationships we’ve built and the trust our clients place in our services.
- Our company holds GST registration, MSME certification, and incorporation certificate, ensuring full compliance with Indian laws and regulations.
- By focusing on long-term relationships and personalized investment strategies, we are committed to helping our clients achieve their financial goals through strategic asset allocation, risk management, and market expertise.