What it sells
Wealthtech platform.
Business model breakdown
Buyer: who owns the budget?
UnverifiedIndividual investors, HNIs/UHNIs and family offices who pay or invest through a wealth manager; partners (FPDs) pay to join the network.
Trigger: what makes them buy now?
Wanting assisted, personalized investment guidance across mutual funds, PMS, AIFs, bonds, FDs and offshore options; also estate and immigration planning.
Workflow: what inputs become what output?
Investor is matched to a NISM-certified wealth manager who builds a tailored plan, executes across products, then monitors via WhatsApp/SMS reports, dashboard and monthly review.
Economics: what it saves and how it charges
Claims 18,000+ Cr AUM, 1,00,000+ investors and 20,000+ partners; revenue presumably distribution commissions on financial products (not stated).
Distribution: how it reaches customers
Assisted network: 20,000+ partner wealth managers (FPD Partner Program, POSP insurance sales), 75 branches in 66+ cities, plus direct app invest-yourself option.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-08-14 | — | Rs 280 cr | SMBC fund | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.