5nance.com

wealthtech-retailrobo advisors

FOUNDING YEAR: 2010
LOCATION: India
Last Update: 17/07/2020

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About

5nance.com offers completely automated investment advice that offers advisory and products across various asset classes. The portal will offer numerous investment products including mutual funds, insurance, corporate fixed deposits, gold, bonds, equities, loans, credit cards, etc. At 5nance.com, users can also avail of money management plans such as budgeting, expenses tracking, savings optimisation across products like mutual funds, corporate deposits, fixed deposits and gold.

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

Vivek Ghokhale

Ajay Arjit Singh

Dinesh Rohira

Smruti Kanta Mohanty

Ajay Arjit Singh

Momentum

FUNDED

NO

TOTAL FUNDING COMMENT

An undisclosed amount funded

LISTED

NO

BASICS

FOUNDING YEAR:

2010

LOCATION:

India

Views:

264 VISITORS | 377 VIEWS

About

5nance.com offers completely automated investment advice that offers advisory and products across various asset classes. The portal will offer numerous investment products including mutual funds, insurance, corporate fixed deposits, gold, bonds, equities, loans, credit cards, etc. At 5nance.com, users can also avail of money management plans such as budgeting, expenses tracking, savings optimisation across products like mutual funds, corporate deposits, fixed deposits and gold.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

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