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10 Best WealthTech Startups - 2024
Embrace New Era of Wealth Management with India's Top Wealth-tech Disruptors Wealth-tech, the term itself refers to the intensity as it rejoices the art of blending technology for better wealth management. In India, the market of wealthtech is anticipated to grow $63 billion by FY251, where it generated the revenue volume of $20 billion in FY20. This enormous growth is fueled by several aspects including increased populace of tech-savvy enthusiasts, internet adoption, and the surge in financialization of Indian economy. In this financial revolution, wealthtech startups are driving a significant transformation in the Indian financial landscape. They are democratizing the process of wealth management by making it more accessible, efficient, and personalized. ...
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10 Best WealthTech Startups - 2024
Propose your Nomination
Our subscribers play a decisive role in finalization of our annual list of Top WealthTech Startups - 2024 by nominating those which have served them with excellence and are praiseworthy. If you feel there is a company that deserves to be on our annual list, do write to us about them mentioning their value proposition.
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| Company Logo | Company Name | Company Management | Company Description |
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My Money Panda | Ankit Garg, CEO | The firm provides holistic solutions to the clients, as well as follows an algorithm-driven approach to drive innovation. Through the platform, they allow clients to generate their investment plans which typically covers inputs like income, expenses, life goals, asset allocation, and more |
| Company Logo | Company Name | Company Management | Company Description |
|---|---|---|---|
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Altcase | Madhusudhan ML, Co-Founder & CEO | The company offers innovative alternative investment opportunities for modern investors. With a focus on diversifying portfolios, it provides access to non-traditional asset classes. This helps individuals achieve financial growth and stability through expert guidance and investment solutions |
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Fintra | Kartik Patil, Director | The personal finance app that simplifies money management. It offers tools for budgeting, expense tracking, and financial planning, helping users make informed decisions. These tools have easy-to-use features and empower individuals to take control of their finances |
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FirstRate WealthTech | Sharmila Puranik, COO | The company offers AI driven solutions such as performance measurement, client reporting platform, building investment strategie, data aggregation, and insights. Its platform enables real time monitoring and personalized recommendations, helping clients make informed decisions |
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Harmoney | Aditya Mehta , CEO | The platform helps to manage your money simply and hassle-free. It offers personalized financial advice and smart tools to help plan, invest, and grow your wealth. Apart from this, it gives confidence in planning financial future |
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Hexawealth | Abhinav Singhvi, Co-Founder & CEO | The wealth management platform has the ability to engage with human advisors. The company is working on generative AI-based data science and machine learning models to provide personalized responses to customer queries, while offering the option to connect with human advisors |
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PMS AIF WORLD | Kamal Manocha, Founder | A boutique wealth management firm offering premium Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). It provides personalized investment solutions, expert insights, and research-driven strategies for high-net-worth individuals and discerning investors |
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Simplify Money | Parag Kapoor, Founder, CTO, & CEO | The company provides personal finance with AI-driven solutions. Their app is powered by Kuber.AI. And it offers tailored, judgment free financial advice, empowering users to manage finances, set goals, and achieve financial literacy seamlessly and securely |
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TrueFin | Manish Rahul, Partner | The firm provides retirement-focused financial solutions, including National Pension System (NPS) , mutual funds, and expert investment guidance. Through its brand, it also offers physiotherapy sessions and wellness services. This blends financial security with physical and mental well-being |
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TurtleFin | Dhirendra Mahyavanshi & Anand Prabhudesai, Co-Founders | A platform helps businesses simplify insurance with smart digital tools. It provides everything from product distribution to analytics, making it easier for companies to offer personalized insurance solutions and create a better experience for their customers |
