Moneybase
Curated by SignalRobo-advisory platform enabling wealth managers to automate investment processes.
Overview
Moneybase is a fintech company that specializes in providing robo-advisory services aimed at wealth managers. The platform delivers automated investment advice and portfolio management by employing algorithms to construct diversified portfolios that correspond to client risk tolerance and financial goals. Moneybase targets wealth managers and offers features such as market analysis, predictive forecasting, and performance tracking to enhance their service delivery. The platform supports goal planning, investment automation, and advanced tracking systems, enabling users to manage their investments. Additionally, Moneybase collaborates with mutual fund companies and provides SEBI-approved portfolio management services, addressing the demand for efficient investment solutions and facilitating financial discipline through lump sum and systematic investment plans.
Key facts
- Founded
- 2012
- Headquarters
- Kochi, 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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