IFAnow

wealthtech-retailpersonal finance management

FOUNDING YEAR: 2011
LOCATION: India
Last Update: 09/07/2020

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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

BASICS

FOUNDING YEAR:

2011

LOCATION:

India

Views:

97 VISITORS | 182 VIEWS
TOTAL EMPLOYEES
11-50

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.

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!

Focus+
Momentum+
People+
Other+

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