Agile Investment
Curated by SignalFinancial planning platform offering customized investment solutions for individuals.
Overview
Agile Investment Advisor is a financial planning firm that offers a range of services for individuals, including portfolio management, alternative investment funds, peer-to-peer lending, and offshore investments. The platform aggregates users' financial data to develop customized financial plans, employing algorithms to address specific goals such as retirement and wealth accumulation. The company serves both corporate and individual clients, focusing on risk profiling, goal analysis, and asset allocation to assist clients in managing their financial objectives. Agile Investment Advisor provides online portfolio viewing and aims to foster client relationships through cost-effective services and qualified advisory support.
Key facts
- Founded
- 2009
- Headquarters
- Delhi, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 11 products and services
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