Lakshya wealth services

Financial services

India
Market: Real estate, Insurance, Financial services
Stage of the project: Idea or something is already done

Date of last change: 25.12.2017

Go to the owner's profile

from 2000

Calculated and estimated occupancy of the project (more about ratings)

My rating

Average rating:

Idea

Mutual fund and wealth product distribution and advisory

Current Status

Started in 2016 and the required legal and other documentation have been done. Company started operating but with a meagre return.

Market

Need persist and market is pulling but infra and reach not sufficient

Problem or Opportunity

Demanding and growing market with lacking in technological and physical setup

Solution (product or service)

Physical and digital presence with a team of dedicated staff along with multiple point of presence

Competitors

Fair completion among small distributors which comes to be an opportunity due to service issues in them

Advantages or differentiators

1. One stop solution
2. No push product
3. Online and offline support (pre & post)
4. Working all days
5. Customer can approach even after office hour

Finance

Startup cost self funded but operating and marketing cost lacks

Business model

Service provider and complete financial planner and distribution. One stop solution for all financial needs

Money will be spent on

Recruitment , infra and branding

Offer for investor

Options are invited

Team or Management

Saket Singh

Owner

Risks

1. Lack of working capital

5,00

1 voice