Cashvisory
Curated by SignalRobo-advisor platform simplifying financial planning for individual users.
Overview
Cashvisory operates as a financial planning robo-advisor platform aimed at individuals looking to improve their financial decision-making. The platform utilizes automated, algorithm-driven services to analyze personal financial data and provide customized investment advice and asset management strategies based on users' financial goals and risk tolerance. Cashvisory offers a range of products, including portfolio creation, an investment starter-pack e-book, mutual fund purchases, and loan applications. It targets individuals with varying levels of financial knowledge and provides assistance through WhatsApp. The platform seeks to enhance accessibility in personal finance and facilitate informed decision-making.
Key facts
- Founded
- 2020
- Headquarters
- Kolkata, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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