Veracity Investment Management
Curated by SignalInvestment management platform offering personalized goal-based investing solutions.
Overview
Veracity Investment Management focuses on offering financial planners and advisors a range of tools designed to support client management and investment strategy development. The company provides goal-based investing and investment planning services through its application, which supports systematic investment plans utilizing cost averaging and compounding. Aimed at individuals looking for tailored investment solutions, Veracity's platform features real-time portfolio insights, secure client communication portals, and compliance management systems. The integration of advanced analytics and APIs is intended to improve the wealth management process, ensuring compliance with regulatory standards while assisting users in reaching their financial objectives.
Key facts
- Founded
- 2015
- Headquarters
- Pune, 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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