Wealth Management Looking for funds for Expansion and Growth
Email
Phone
Google
LinkedIn
Facebook
Product / Service
Wealth Management ( Stock Broking, Estate Planning, Tax consulting, Financial Planning)Trade Finance, Consulting Services
Clientele type
18 AMC , 48 Brokerage clients , 20 Private investors , 18 corporate clients
Premises
We have leased office since last 3 years .
Asking Price Includes
Fees to government , Approvals, Hiring , Technical investment
Reason
To create more revenue streams and to retain more clients.
Their target of revenue would be approx. 20 Cr in next two years.
Other Details
It is a holding & investment management organization. They do investments in various assets classes or businesses to create wealth for their stock holders. They are one of the distributors of Non- Broking financial products for retail and corporate investors
They want to create a full service under their brand to retain and serve all the clients.
They are planning to come into lending and full-fledge broking house as they are also negotiating to acquire a BSE listed NBFC company to increase the market capitalization, clientele and etc.
They are also planning for PMS services under their banner.
Keywords
Business Tags
₹10 to ₹200 Cr
Complete Investment Banking Solution in 120 Days
Seamless Fundraising/M&A transactions
Start your growth journey with our 25+ Years of Experienced Professional Team.
Contact IBGrid TeamFrequently Asked Questions
How to contact a business owner directly to buy or invest in a business?
Connecting with a business owner directly is simple! Just follow these 3 easy steps: 1. Create your FREE Investor/Buyer profile on IndiaBizForSale 2. Explore the 'Business Opportunities' section to find 10,000+ business opportunities matching your investment preferences. 3. Click on the 'Contact Business' button and connect with business owner directly. Check here to know how it worksNote: Once you create your profile, you will get ONE introduction credit, allowing you to contact any ONE featured business.
How does IndiaBiz verify the business information?
The business opportunity is either posted by the business owner or advisor. After that, our team checks the information for completeness, language, and accuracy. Once the basic checks are met; only then the opportunity is published. We also get users' feedback for the opportunities they contact and based on their feedback, the opportunity maybe put on HOLD till further clarification. Many opportunities are not published when it does not pass through our internal procedure checks. We sincerely request you to carry out complete due diligence before taking the transaction ahead. In addition, the contact details of the business are verified via phone/email.
What to consider before buying or investing in a business?
Below are some of the factors that need to be considered before buying or investing in a business:- Growth prospects of the industry and business
- Sales, profitability, and cash flow of the business should be considered
- Consideration you have to pay; form of consideration (either cash or shares or some combination of both) to be paid?
- Source of financing the purchase
- Amount of additional investment that will be required to grow business
- Does the business have second-line of management?
- Are you going to run the business on day-to-day basis or appoint some professional for the same?
- What decisions are to be taken to improve the profitability of the business?
- Time period of payback or return is envisaged from the business?
- Any long-term strategic benefit or synergy with your existing business?
- Will the clients continue with the business after the acquisition?
