Joint Ventures

Scalable Loan Advisory Service Seeking Investment for Expansion

Founded a year ago, our rapidly growing loan advisory firm is seeking ₹50 Lakhs in investment to accelerate business expansion and technology integration. With a robust network of 197 partner banks and financial institutions, we provide seamless end-to-end loan processing and advisory solutions across diverse client segments. To date, we have successfully serviced 40 to 50 high-value clients, establishing a proven track record of strong conversion rates and efficient loan disbursement. Our operational model is driven by a dedicated team of 30 field and processing agents who manage client acquisition, documentation, and liaison with partner banks to ensure swift approvals. With established banking partnerships, an active agent workforce, and a validated service model, this capital injection will empower us to scale our team, expand our geographic presence, and capture a significantly larger market share in the booming financial advisory sector.

SiliguriWest Bengal
Services Category
Consulting Sub Category
Business Owner Business Listed By

Overview

Founded a year ago, our rapidly growing loan advisory firm is seeking ₹50 Lakhs in investment to accelerate business expansion and technology integration. With a robust network of 197 partner banks and financial institutions, we provide seamless end-to-end loan processing and advisory solutions across diverse client segments. To date, we have successfully serviced 40 to 50 high-value clients, establishing a proven track record of strong conversion rates and efficient loan disbursement. Our operational model is driven by a dedicated team of 30 field and processing agents who manage client acquisition, documentation, and liaison with partner banks to ensure swift approvals. With established banking partnerships, an active agent workforce, and a validated service model, this capital injection will empower us to scale our team, expand our geographic presence, and capture a significantly larger market share in the booming financial advisory sector.

Owned Services Consulting

Business Details

2025 Year of Establishment
3 No. of Employees
Running Current Status of Business
YesBusiness Relocatable
Financial Purpose of Joint Venture
Active Role of New Partner
OwnedProperty Type
N.A Property Value
N.A Property Classification

Describe Property

work from home

Proposed Deal Structure

Disclosed after the discussion.

Competition / Market

very few

Products & Services

loan advisory services

Growth Potential

high

Financial Details

EBITDA :- N.A PAT :- N.A Debt :- N.A

How the Acquisition Process Works

  1. 01Share Your RequirementsDefine your acquisition goals and preferences.
  2. 02Explore OpportunitiesReview curated businesses matching your criteria.
  3. 03Evaluate & ValueAnalyse financials, potential, and valuation.
  4. 04Due DiligenceVerify business, legal, and financial aspects.
  5. 05Complete AcquisitionNegotiate, close, and take ownership.

Keywords

Services business opportunity for sale in West Bengal, Services business for sale in West Bengal, Acquire Services business for sale in Siliguri, Buy Services business in West Bengal, Purchase Services business for sale in West Bengal

Share Listing

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