FundsVita
Curated by SignalWhite label robo-advisor platform offering personalized mutual fund advice.
Overview
FundsVita operates as a white label robo-advisor platform that allows wealth managers to offer automated investment advisory services under their own brand. The platform provides customizable solutions that use algorithms to create and manage diversified investment portfolios based on individual client risk profiles and financial goals. Key offerings include mutual fund portfolio advice, expert sessions, and a rewards system utilizing Vita coins. FundsVita's mission is to enhance portfolio growth by providing personalized recommendations informed by market trends. The platform is aimed at investors seeking mutual fund advice and is designed to comply with regulatory frameworks while facilitating client engagement through technology-driven insights.
Key facts
- Founded
- 2021
- Headquarters
- 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
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