Yadnya
Curated by SignalFinancial planning platform enhancing literacy and investment strategies in India.
Overview
Yadnya is a fintech company that focuses on providing financial planners and advisors with a range of tools aimed at improving client management and investment strategies. The platform includes features such as predictive analytics, robo-advisory services, and digital dashboards that offer real-time insights into client portfolios. Yadnya's offerings encompass stock analysis, mutual fund information, and various financial calculators, primarily targeting individual customers who wish to enhance their financial literacy. The company aims to simplify complex personal finance concepts and ensure compliance with regulatory requirements, addressing the demand for accessible financial advice in India. Additionally, Yadnya provides integrated APIs to support efficient data exchange within the wealth management sector.
Key facts
- Founded
- 2016
- Headquarters
- Pune, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 12 products and services
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Contact
- Primary office
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- Phone
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