FP India
Curated by SignalFinancial planners' solutions offering mentoring and wealth management services.
Overview
FP India is a company that focuses on providing solutions for financial planners and advisors. It offers tools designed for client management and the formulation of investment strategies. The company's services include predictive analytics, robo-advisory platforms, and digital dashboards that provide real-time insights into client portfolios. FP India targets clients at different life stages and offers services such as financial mentoring, emergency cash flow assistance, and retirement planning. The company employs a structured six-step process for financial planning, which aims to ensure compliance and facilitate effective communication through secure client portals. FP India addresses various aspects of wealth management with the objective of assisting clients in achieving their financial goals.
Key facts
- Founded
- 2011
- Headquarters
- Pune, India
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 3 products and services
- Sign up to view
