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.


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

A team with an exquisite blend of finance and technology backgrounds and relevant experience.

  • 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