Build: MyTrustDeal Warm Cream Navy v9 (2.4.0)
Strategic PartnershipMCA & GST VerifiedHigh ROI Asset
Project WEALTH-169

Wealth Advisory & Mutual Fund Distribution Network (₹320 Cr AUM) in Hyderabad

28% EBITDA Margins • ₹50.31 Cr ARR • Turnkey Operation

Financial Services & FinTechHyderabad, TelanganaEst. 2020 (6 yrs)87 Staff52 views today
Wealth Advisory & Mutual Fund Distribution Network (₹320 Cr AUM) in Hyderabad
89% AI Match ScoreStrong Health
Asking Valuation
₹47.89 Cr3.4x EBITDA
Annual Revenue₹50.31 Cr
EBITDA₹14.09 Cr
EBITDA Margin28%
Net Profit₹10.14 Cr
Representation:Verified Founder / Promoter
Advisor Response Rate:Under 2 Hours
Audited Documents:23 Confidential Files

Executive Summary

Highly profitable and established Financial Services & FinTech enterprise operating out of Hyderabad, Telangana. Established in 2020, 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 ₹50.31 Cr with verified 28% EBITDA margins
Pristine compliance history with clean GST, MCA, and Income Tax records
48000 sq.ft (Long-Term Leased) 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

Seeking strategic institutional partner for pan-India expansion

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