Wealthshastra
Curated by SignalFinancial planning platform offering personalized wealth management solutions.
Overview
Wealthshastra is a fintech company that focuses on financial planning and advisory solutions specifically designed for wealth management professionals. The platform offers tools such as predictive analytics for market trend forecasting and robo-advisory services aimed at facilitating investment advice. Wealthshastra includes features like digital dashboards for real-time portfolio monitoring, customizable financial planning software, and secure client portals to improve communication. Additionally, the platform incorporates compliance management systems to support regulatory adherence and provides integrated APIs for data exchange within financial services. Wealthshastra addresses various aspects of wealth management, allowing financial professionals to create tailored investment strategies and enhance client engagement.
Key facts
- Founded
- 2019
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Open roles
1 roleSales RM
Mumbai, Maharashtra, India · On-site · Volunteer
