What it sells
Wealth management platform.
Business model breakdown
Buyer: who owns the budget?
UnverifiedIndividual investors.
Trigger: what makes them buy now?
UnverifiedInvestors who can buy funds in an app but cannot decide which funds fit their goals, whether holdings overlap, or who reviews the portfolio after the first investment.
Workflow: what inputs become what output?
Start from goals and existing investments, build a purposeful portfolio, continuous AI monitoring with human review, quarterly review; nothing executed without client approval.
Economics: what it saves and how it charges
UnverifiedAMFI-registered mutual fund distributor (ARN-321107); investments held in client's name; likely earns distributor commissions (not stated on pages read).
Distribution: how it reaches customers
Content-led (YouTube/Instagram via Bekifaayati) funnel into booked wealth-planning sessions.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-10-07 | Seed | ₹36 Crore | Lightspeed, Prime Venture Partners | 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.