AMFI Registered Mutual Fund Distributor and Wealth-Managment Company for Sale/JV

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.