IFAnow

IFAnow

wealthtech (retail) | personal finance management
website linkedin address
  • FOUNDING YEAR: 2011
    LOCATION:
    India
    REGION:
    Maharashtra
    Last Update:
    13 Feb, 2020

Description

Futurewise financial planners renamed as IFAnow, it is a financial advisory platform that helps customers make informed decision about their personal finances. IFAnow has built a recommendation engine through proprietary algorithms that give customized advice to clients based on their unique life scenarios.

FOCUS

PRODUCTS & SERVICES:
Financial planning, investment tracker, power report. Understand the risk profile, assess the financial needs and based on these assist the customer in financial planning.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Brokerage firms
COMMENT
It offers white label solution which helps to retain identity of the clients. The users of client's portal will not be knowing that they are dealing with Futurewise Financial Planners.

PEOPLE

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TRACTION

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MOMENTUM

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