Jofin
Curated by SignalComprehensive financial management app for planners and individual users.
Overview
Jofin is a fintech company that focuses on providing solutions for financial planners and advisors. It offers a platform equipped with tools for client management and investment strategy development. The platform includes a mobile application that consolidates various services such as financial planning, investments, insurance, document storage, salary splitting, and eTax filing. Jofin targets financial planners, advisors, and individual users, aiming to address the demand for efficient wealth management solutions. The platform features predictive analytics, robo-advisory services, and secure client portals to support communication and compliance management. Additionally, Jofin's integrated APIs allow for effective data exchange across financial services, assisting users in managing their financial health.
Key facts
- Founded
- 2022
- Headquarters
- Bengaluru, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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