Priyank Agarwal, Founder & Chief Financial Controller
Sachin Gupta, Co-Founder &Marketing Director
Initially the Platform was developed as aggregator platform where we catered the needs of
Over the years, Xi Finserv has grown to become one of the largest professional, Knowledge Bank & Support System dedicated to serve the financial & banking sector
While we verified the service providers and clients, in our beta run we failed terribly, generating 1500+ service request in loans and CA services while the conversion stood as low as 8. Impeding our operations thereon we leveraged to understand the customers need & how to win their trust.In 2016 Mr. Sachin Gupta joined Priyank with few more experts from various domains Identified that 'Quality is much more important than Quantity, we enabled ourselves to surface in a platform based on ‘Bionic Financial Planning’.
Technology & Human Touch – 'Bionic Financial Planning'
With the extraordinary platform,‘Bionic Financial Planning’that imbibes the combination of robotic advisory & human touch, Xi Finserv sights to bring in an inimitable touch to the financial service offerings. Scrutinizing the analytical & calculation part through robotic system and interpreting financial planning process through the help
With the primary motive of taking responsibility for all the needs, investment & financial security, Xi Finserv offers a diversified range of product & service. Fortifying the four business domains,viz.- 'Portfolio Management Services, Bionic Financial Planning, Financial Learning Centre & Aggregator’, the ancillary services offered include Crypto Currency Investments, audit & filing, business & personal loans & so on.
Transpires to be the Country’s First Platform in Crypto Currency Investment
Over the years, Xi Finserv has grown to become one of the largest professional, Knowledge Bank & Support System dedicated to serve the financial & banking sector. Headquartered in Mumbai with a marketing office in Jaipur, Pune, and Jakarta. Conceived with two employees in 2015, Xi Finserv today with a 15 member team serves 30 percent of HNI, 50 percent of MNI & 20 percent of LNI clients. The major client consists of TCS, LnT Infotech, Syska& more. Sachin concludes, “By 2025, We wish to launch our flagship product SOPHIA – AI Based Digital Bank System and Sectors in Insurance with Blockchain.”