In today's world, wealth management is more than just managing assets; it's about delivering a personalized and holistic advisory experience to clients. Financial advisors are facing an increasing demand from their clients for a better experience and actionable insights on markets, and investment opportunities as well as on how they should position their portfolios given current market conditions. This is where BEYONDIRR, a B2B wealth tech business comes in, providing financial advisors with the tools and technology to deliver a next-level advisory experience to their clients while also offering access to differentiated products. BEYONDIRR aims to help financial advisors meet the changing needs of their clients and stay ahead in a rapidly evolving industry by supporting them as their extended product, research, and advisory team."BEYONDIRR aims to help financial advisors meet the changing needs of their clients & stay ahead in a rapidly evolving industry by supporting them as their extended product, research & advisory team"
BEYONDIRR is a wealth tech company co-founded by Parag Kasliwal, Deepesh Bhargava, Anupreet Choudhary, and Hemant Jain. They collectively have over 40 years of experience in the wealth management and asset management industry. They established the business in 2022 to solve various challenges that advisors face in providing wealth management advice to their respective clients. BEYONDIRR has raised funds from Zerodha's Rainmatter and from Sujeet Kumar, Co-founder of Udaan.
BEYONDIRR's Offerings for Financial Advisors
As part of its first proposition, BEYONDIRR aims to empower financial advisors to deliver next-level advisory experience through more insightful conversations with their clients. Advisors would be able to get market views, insights on investment opportunities, and also the ability to construct optimal client portfolios as well as conduct regular portfolio rebalancing/reviews. They have developed the ability to design and deliver highquality institutional grade portfolio proposals and portfolio review presentations. By automating portfolio construction, rebalancing, review, proposal making, and presentation-creation processes, BEYONDIRR's unique product enables advisors to perform these tasks in a matter of a few minutes. This is a significant improvement from the four to five hours it would typically take highly skilled and well paid professionals to do these tasks manually. The platform also provides unique insights on investment opportunities not available elsewhere, improving the quality of conversations and impressing clients.
By using BEYONDIRR's platform, advisors can efficiently review 100 percent of their client's portfolios, saving time and cost. To date, more than 1500 client proposals and portfolio review presentations have been generated by IFAs/RIAs by using BEYONDIRR's platform. BEYONDIRR values its client feedback and has been able to tailor its product to meet the needs of IFAs/RIAs and Wealth firms. The team consists of experienced professionals from the wealth and asset management industry.
Future Roadmap
BEYONDIRR is also developing India's most comprehensive B2B investment marketplace covering traditional as well as new-age product categories. The firm's goal is to enable users to execute transactions on their platform and provide them with multiple investment opportunities. The marketplace would offer access to investment opportunities that can be offered to retail, affluent, HNI as well as Ultra HNI clients. Some of the product categories they are working on include mutual funds, P2P lending, fractional Real Estate, Asset Leasing, Invoice Discounting, Corporate FDs, PMS, AIFs, Bonds, Unlisted Shares, and Loan against Mutual funds. They would start rolling out the platform over the next 3-6 months' time. To build a sustainable and long term business, the company has established policies that recognize high performing individuals and provide incentives and rewards to inspire them to continue doing their best work. As a result of these efforts, the company has achieved zero employee turnover in the past year. BEYONDIRR aims to provide the best possible services to advisors, IFAs, and wealth management firms.
As part of its first proposition, BEYONDIRR aims to empower financial advisors to deliver next-level advisory experience through more insightful conversations with their clients. Advisors would be able to get market views, insights on investment opportunities, and also the ability to construct optimal client portfolios as well as conduct regular portfolio rebalancing/reviews. They have developed the ability to design and deliver highquality institutional grade portfolio proposals and portfolio review presentations. By automating portfolio construction, rebalancing, review, proposal making, and presentation-creation processes, BEYONDIRR's unique product enables advisors to perform these tasks in a matter of a few minutes. This is a significant improvement from the four to five hours it would typically take highly skilled and well paid professionals to do these tasks manually. The platform also provides unique insights on investment opportunities not available elsewhere, improving the quality of conversations and impressing clients.
To build a sustainable and long-term business, the company has established policies that recognize high performing individuals and provide incentives and rewards to inspire them to continue doing their best work
By using BEYONDIRR's platform, advisors can efficiently review 100 percent of their client's portfolios, saving time and cost. To date, more than 1500 client proposals and portfolio review presentations have been generated by IFAs/RIAs by using BEYONDIRR's platform. BEYONDIRR values its client feedback and has been able to tailor its product to meet the needs of IFAs/RIAs and Wealth firms. The team consists of experienced professionals from the wealth and asset management industry.
Future Roadmap
BEYONDIRR is also developing India's most comprehensive B2B investment marketplace covering traditional as well as new-age product categories. The firm's goal is to enable users to execute transactions on their platform and provide them with multiple investment opportunities. The marketplace would offer access to investment opportunities that can be offered to retail, affluent, HNI as well as Ultra HNI clients. Some of the product categories they are working on include mutual funds, P2P lending, fractional Real Estate, Asset Leasing, Invoice Discounting, Corporate FDs, PMS, AIFs, Bonds, Unlisted Shares, and Loan against Mutual funds. They would start rolling out the platform over the next 3-6 months' time. To build a sustainable and long term business, the company has established policies that recognize high performing individuals and provide incentives and rewards to inspire them to continue doing their best work. As a result of these efforts, the company has achieved zero employee turnover in the past year. BEYONDIRR aims to provide the best possible services to advisors, IFAs, and wealth management firms.
