Products for Financial Awareness, Literacy & Education for different audiences
Products for Holistic Planning, Advisory & Transactions for Financial Intermediaries and Investors
Products for SMBs for Sales Management, CRM & workflow automation powered by Social Media Connect
What we do?
A fintech company focused on providing best-in-class fintech products primarily in the Investment Advisory, Wealth Management & Financial Education space
As a team of passionate & seasoned professionals with over 150+ years of experience, we are committed to deliver best-in-class fintech products for our clients
Our fintech products cater to the needs of the diverse set of audiences.
- Large Enterprises: Banks, Stock broking firms, Large distribution houses
- Small Businesses: Stock brokers, Regional Distributors
- Individual Advisors / Planners