• FOUNDING YEAR: 2015
    LOCATION:
    India
    REGION:
    MH
    Last Update:
    27 Jun, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Personalised automated advisory services Solutions for- Lump Sum investing,SIP, Tax saving plan, Goal planning, Retirement plans, First-time investment plans
EXISTING PARTNERSHIPS:
Partnered with multiple investment firms such as Avanse, Axis bank, Tata mutual fund, Birla sun life, Uti mutual fund, Kotak, IDFC mutual fund etc.
COMMENT
One Stop Shop’ for all money management needs - budgeting, goals planning, advisory, transactions, and portfolio management.

PEOPLE

FOUNDERS:
Dinesh Rohira, Ajay Arjit Singh, Vivek Ghokhale, Smruti Kanta Mohanty

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$3 Millions
TOTAL FUNDING COMMENT:
An undisclosed amount funded

LATEST RESEARCH