IFAnow
wealthtech-retail . personal finance management
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About
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
Subscription-based revenue model. The company charges INR 750/month or INR 7,500/year
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
NUMBER OF EMPLOYEES
11-50
Momentum
FUNDED
NO
LISTED
NO
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About
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.
IFAnow
About
Momentum
FUNDED
NO
LISTED
NO
Other