BUSINESS BRIEF
The company is a fast-growing embedded finance platform that enables BFSIs and D2C platforms to offer financial products through an API-driven infrastructure. It allows digital-first companies and asset manufacturers to create customized financial solutions for businesses, individuals, minors, and NRIs to invest digitally.
Proven Technology:
- Robust API and SDK platform simplifying integrations for over 20+ BFSI partners.
- Supports distribution across 42+ AMCs and over 3,500 Mutual Fund schemes
- Partnered with 3 NBFCs and 2 banks for FDs
Highlights:
- Single API to access 42+ AMCs, 3500+ mutual funds, and multiple banking systems
- Partnered with 3 NBFCs and 2 banks for FD distribution
- Plug-and-play solutions for quick integration with BFSI systems
- Modular infrastructure for individual, corporate, and NRI clients
- Enhances efficiency, reduces costs, and shortens go-to-market timelines
- 1.75 Lakhs Transactions fulfilled and 7 lakhs+ Monthly API Calls
Partnerships:
- Cambridge Wealth
- PayPoint
- LGT Wealth India
- altcase
- Tartan and more
Products & Services
- Mutual Funds
- Fixed Deposits
Additional Information
Traction & Financials :
• Mutual Fund AUM of INR 160 Crores+ with SIP Book of INR 2.5 Crores+
• ARR of INR 1.5 Crores, with positive cash flow in Mutual Fund offerings
• Monetization of Fixed Deposit products planned for Q2 2025
• Potential to scale revenue to INR 3 Crores by March 2026, translating to 2X the current ARR, without new investments. An investment of INR 2.5 Crores in H1 2025, can enhance the revenue estimate to INR 7 Crores by March 2026
Proposal
Industry
FinTech
Sub Industry
Wealthtech
Nature of Business
B2B
Sector
Services
Reason for sell-off
Strategic Realignment or Pursuing New Opportunities
Location
India
Region
Western
Open For Dilution
100 % (Complete Buyout)
Top Customer
Deal Size
INR 15 - 20 Cr
Justification
Based on market multiples
Business Operation Information
Financial Information |
2024 (in INR Cr) | 2023 (in INR Cr) | 2022 (in INR Cr) |
---|---|---|---|
Sales |
0.84 | 0.26 | 0.24 |
EBITDA |
|||
PAT |