Full BuyoutMCA & GST VerifiedHigh ROI Asset
Project SEBI-166
SEBI-Registered Portfolio Management Services (PMS) with ₹180 Cr AUM in Mumbai
25% EBITDA Margins • ₹36.03 Cr ARR • Turnkey Operation
Financial Services & FinTechMumbai, MaharashtraEst. 2017 (9 yrs)63 Staff49 views today
86% AI Match ScoreStrong Health
Asking Valuation
₹19.82 Cr2.2x EBITDA
Annual Revenue₹36.03 Cr
EBITDA₹9.01 Cr
EBITDA Margin25%
Net Profit₹6.48 Cr
Representation:Verified Founder / Promoter
Advisor Response Rate:Under 2 Hours
Audited Documents:20 Confidential Files
Executive Summary
Highly profitable and established Financial Services & FinTech enterprise operating out of Mumbai, Maharashtra. Established in 2017, the company has built a pristine client base, deep operating moats, and verified audited books.
Key Investment Highlights & Competitive Moats
Audited FY25-26 revenue of ₹36.03 Cr with verified 25% EBITDA margins
Pristine compliance history with clean GST, MCA, and Income Tax records
36000 sq.ft (Owned Freehold) modern facility fully equipped with compliant infrastructure
Experienced senior management team remaining post-acquisition for seamless transition
Identified Growth Corridors & Upside Potential
Expansion into Tier-1 export corridors and digital marketplace channels
Capacity utilization currently at 65%, offering immediate upside with existing fixed assets
Strategic synergies for synergistic corporate acquirers and PE roll-up platforms
Hard Assets, Real Estate & IP Included in Sale
- All plant machinery, tools, and compliant operating equipment
- Brand trademarks, proprietary customer contracts, and supplier databases
- Working capital transition support and transfer of operating licenses
Reason for Divestment / Capital Raise
Promoters retiring to focus on philanthropic family office
Similar Verified Opportunities
Curated deals matching similar industry and EBITDA parameters.
Financial Services & FinTech
Hot Deal
Verified
Bengaluru, KarnatakaEst. 2016
RBI-Registered NBFC with Secured MSME Loan Book (₹45 Cr AUM) in Bengaluru
24% EBITDA Margins • ₹31.65 Cr ARR • Turnkey Operation
Asking Price₹31.90 Cr
Revenue₹31.65 Cr
EBITDA24%
Financial Services & FinTech
Hot Deal
Verified
Pune, MaharashtraEst. 2018
Insurance Broking Firm with 25,000+ Active Corporate Policies in Pune
26% EBITDA Margins • ₹39.97 Cr ARR • Turnkey Operation
Asking Price₹27.02 Cr
Revenue₹39.97 Cr
EBITDA26%
📷 No photo uploaded
Financial Services & FinTech
Hot Deal
Verified
Delhi NCR, DelhiEst. 2019
Micro-Lending & Joint Liability Group (JLG) Rural Microfinance Unit in Delhi NCR
27% EBITDA Margins • ₹45.25 Cr ARR • Turnkey Operation
Asking Price₹36.65 Cr
Revenue₹45.25 Cr
EBITDA27%