Credence Investments
Curated by SignalFinancial planning platform offering comprehensive tools for personal finance management.
Overview
Credence Investments focuses on financial planning solutions for individuals, offering a range of services aimed at addressing personal finance complexities. The platform aggregates financial data to provide users with an overview of their financial health. It offers customized financial plans that align with individual goals, such as retirement, education funding, and wealth accumulation. The main services include wealth management, insurance planning, retirement planning, tax planning, and lending solutions. The company targets individuals who aim to achieve specific life goals, providing tools for goal setting, budgeting, investment strategies, and scenario analysis to support informed financial decision-making.
Key facts
- Founded
- 2020
- Headquarters
- New 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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- Commercial model
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