A visionary team of seasoned professionals from the Finance and Tech industries who have come together to create WealthTech SaaS offerings for banks, wealth firms, fintechs, IFAs and the likes.

about

Who We Are ?

We are a global technology solutions pioneer in the wealth, asset and portfolio management arena.

Our platform enables organizations which have a target audience seeking unbiased wealth and tax advice to avail the same digitally at the click of a button. The solution encompasses the complete business life cycle of the wealth and asset management business.

Our Vision

We are on a mission to build TRUST and TECHNOLOGY in Wealth.
We have developed a state-of-the-art Robo-advisory platform for wealth and tax management, designed to empower and educate individuals to make informed financial decisions and easily track their finances in real-time.

WealthTech Robo Advisory Journey

2015 Inception with a vision to create a digital platform for investments
2017Launched online Mutual Fund platform
2019Launched Wealth advisory chatbot
2021 Pioneered as the first wealth advisory platform providing a comprehensive digitally generated financial plan as output
2023Ventured ahead as WRA in the B2B segment

About us

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Khusboo Kaur
Product Manager
Meet Khushboo, a Certified Technical Project Manager with around 12 years of experience, specializing in leading cross-functional teams and driving success in AI and FinTech projects. With a robust background in project leadership, agile methodologies and a passion for innovative solutions, she ensures seamless execution and alignment with strategic goals.
Hussain Agharia
Product Manager
Meet Hussain, a Certified Technical Project Manager with 9 years of professional experience and adept at leading cross-functional teams in diverse technology projects. His journey reflects a dedication to agile methodologies, underscores a commitment to delivering successful project outcomes and fostering innovation.
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Tabassum Sheliya
Product Manager
Meet Tabassum, a Certified Technical Project Manager with over 10 years of experience driving the successful delivery of complex technology projects. She specializes in orchestrating cross-functional teams, optimizing project workflows, and implementing innovative solutions that align with organizational goals.
  • 1 Our Mission

    We strive to empower banks, wealth firms , fintechs and the likes with powerful plug- n - play wealth and tax advisory platform for their customers.

  • 2 Our Goals

    Delivering exceptional SaaS solutions for comprehensive wealth and tax advisory solutions to enhance customer experiences and streamline financial decision-making.

  • 3 Why Us?

    Industry pioneers in Wealth and Tax Advisory focused SaaS solutions.Ensuring that our clients receive innovative and tailored solutions to meet their unique requirements.

Let’s Talk

About How

We can bring

Wealth and Tax Advisory

For Your Customers