AIN
Finanzberatung 2.0

Finanzberatung 2.0

location_on Zurich ,  Switzerland

Please note:
Investing in early stage businesses involves risks, including illiquidity, lack of dividends, loss of investment and dilution, and it should be done only as part of a diversified portfolio. This platform is targeted solely at investors who are sufficiently sophisticated to understand these risks and make their own investment decisions. Investors are encouraged to review and evaluate the investments and determine at their own discretion, the appropriateness of making the particular investment. The information on this website is provided for informational purposes only, but we cannot guarantee that the information is accurate or complete. We strongly encourage investors to complete their own due diligence with licensed professionals, prior to making any investment and will not offer any legal or tax advice.

Short Summary

Die Turicum Group AG bietet unabhängige, technologiegestützte 360°-Finanz-beratung in den Bereichen Versicherung, Vorsorge, Steuern und Immobilien. Mit digitalem Backoffice, eigener Academy und skalierbarem Agenturmodell verändern wir die Branche.

Highlights

  • Unabhängige 360°-Finanzberatung mit über 30 Produktpartnern
  • Kombination aus persönlicher Beratung und digitaler Plattform
  • Eigenes CRM und Onboarding für effiziente Prozessautomatisierung
  • Skalierbares Agentur- und Franchise-Modell für schnelles Wachstum
  • 500 Kunden und CHF 350’000 Umsatz in den ersten 6 Monaten

Overview

Target PKR 53,000,000
Minimum PKR 3,500,000
Investment Raised PKR 0
Previous Rounds PKR 0
Stage Achieving Sales
Investor Role Any

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