Wealth inclusion company looking for funds for expansion and growth
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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 . our target of revenue would be approx 20 Cr in next two years.
Other Details
We want to create a full service under our brand to retain and serve all the clients.
We are planning to come into lending and full-fledge broking house as we are also negotiating to acquire a BSE listed NBFC company to increase the market capitalization, clientele and etc.
we are also planning for PMS services under our banner.
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