卖什么
财富科技平台。
商业模式拆解
买家：谁掌握预算？
未核实Individual investors, HNIs/UHNIs and family offices who pay or invest through a wealth manager; partners (FPDs) pay to join the network.
触发点：什么让他们现在购买？
Wanting assisted, personalized investment guidance across mutual funds, PMS, AIFs, bonds, FDs and offshore options; also estate and immigration planning.
工作流：什么输入变成什么输出？
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.
经济账：省了什么，怎么收费？
Claims 18,000+ Cr AUM, 1,00,000+ investors and 20,000+ partners; revenue presumably distribution commissions on financial products (not stated).
渠道：怎么接触到客户？
Assisted network: 20,000+ partner wealth managers (FPD Partner Program, POSP insurance sales), 75 branches in 66+ cities, plus direct app invest-yourself option.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| 2026-08-14 | — | Rs 280 cr | SMBC fund | news.google.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.