Dolfin Investments
Curated by SignalFinancial planning platform offering customized investment solutions for individuals.
Overview
Dolfin Investments focuses on financial planning solutions for individuals, offering a range of tools intended to assist with personal finance management. The platform allows users to aggregate their financial data, which provides an overview of their financial situation. Customized financial plans are created using algorithms, targeting individual objectives such as retirement, education funding, and wealth accumulation. The company offers various funds, capital gain bonds, and investment opportunities that are customized for specific life events, including child education and marriage. Dolfin Investments seeks to improve financial awareness and support users in making informed decisions through scenario analysis tools and a mobile application for managing portfolios.
Key facts
- Founded
- 2008
- Headquarters
- Ahmedabad, 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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- Commercial model
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Contact
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