Full Buyout
MCA & GST VerifiedHigh ROI Opportunity
Project SEBI-166

SEBI-Registered Portfolio Management Services (PMS) with ₹180 Cr AUM in Mumbai

25% EBITDA Margins • ₹35.34 Cr ARR • Turnkey Operation

Financial Services & FinTechMumbai, MaharashtraEst. 2017 (9 yrs)63 Full-Time Employees49 views today
SEBI-Registered Portfolio Management Services (PMS) with ₹180 Cr AUM in Mumbai
86% AI Match ScoreStrong Deal Health
Asking Valuation
₹19.44 Cr2.2x EBITDA
Annual Revenue₹35.34 Cr
EBITDA₹8.84 Cr
EBITDA Margin25%
Net Profit₹6.36 Cr
Seller 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 ₹35.34 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

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