SRS Finserv
Curated by SignalFinancial advisory solutions enhancing wealth management for planners and clients.
Overview
SRS Finserv is a company that focuses on financial planning and advisory solutions designed for financial planners and advisors. It offers a range of tools intended to assist in client management and the development of investment strategies, which include predictive analytics, robo-advisory platforms, and digital dashboards that provide real-time insights into portfolios. The company targets individuals who are looking for personalized financial services and addresses the complexities associated with wealth management through integrated financial planning, tax consulting, and insurance services. SRS Finserv emphasizes compliance with regulatory requirements and supports data exchange through integrated APIs, with the goal of enabling clients to make informed decisions regarding their wealth management.
Key facts
- Founded
- 2019
- Headquarters
- Bhubaneswar, 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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