Overview
A fund management and financial services advisory company based in Kolkata is available for sale or joint venture. The company offers investment advisory, mutual fund distribution, and portfolio management support services. Its proprietary mobile and web application is currently under development and expected to enhance client engagement and scalability upon launch. The business serves over 1,200 active clients, primarily individual retail investors, with a limited presence of small HNI and institutional clients. The current assets under advisory are approximately ₹2-3 crore, aligned with its small-scale operations and annual turnover of around ₹65 lakhs. The company has affiliations with select AMCs and registered financial product distributors. With growing financial awareness, a developing digital platform, and expansion potential, the business is well-positioned for future growth and presents a promising opportunity for strategic investors or partners.
Leased Financial Services DSA Services
Business Details
2016
Year of Establishment
4
No. of Employees
Running
Current Status of Business
YesBusiness Relocatable
LeasedProperty Type
N.A Rental per Month
Describe Property
N.A
Competition / Market
Yes, competition is there
Products & Services
Financial services and fund management services
Growth Potential
Very high growth
Reason For Sale
Not have sufficient funds to expand
Financial Details
EBITDA :-
N.A
PAT :-
N.A
Debt :-
N.A
How the Acquisition Process Works
- 01Share Your RequirementsDefine your acquisition goals and preferences.
- 02Explore OpportunitiesReview curated businesses matching your criteria.
- 03Evaluate & ValueAnalyse financials, potential, and valuation.
- 04Due DiligenceVerify business, legal, and financial aspects.
- 05Complete AcquisitionNegotiate, close, and take ownership.