Surya Capital
Curated by SignalFinancial planning solutions enhancing client management for advisors and planners.
Overview
Surya Capital is a fintech company that focuses on providing financial planners and advisors with a range of tools designed to improve client management and investment strategies. The platform includes services such as tax planning, insurance planning, estate planning, wealth advisory, goal-based financial planning, and loan advisory, primarily targeting individuals in Uttar Pradesh, India. Surya Capital incorporates predictive analytics, robo-advisory platforms, and customizable financial planning software to address the complexities associated with client financial health and investment forecasting. The company aims to foster strong client relationships through professional advice and paperless transactions, and it offers a mobile app for portfolio tracking, which supports communication and compliance management.
Key facts
- Headquarters
- India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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