Sudipta Sengupta
Curated by SignalFinancial planners' solutions offering personalized investment and insurance services.
Overview
Sudipta Sengupta focuses on delivering solutions for financial planners and advisors, providing tools for client management and investment strategy development. The platform includes predictive analytics for market trend forecasting, robo-advisory services for investment guidance, and digital dashboards for portfolio monitoring. It features customizable financial planning software to evaluate client financial health, secure client portals for communication, and compliance management systems to support regulatory requirements. Aimed at financial advisors and planners, Sudipta Sengupta seeks to meet the demand for tailored financial advice and effective digital solutions, which may assist in decision-making and client relationship management.
Key facts
- Founded
- 2013
- Headquarters
- Kolkata, 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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- Commercial model
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Contact
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- Phone
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