SigFig

Fisdom is an extremely simple app to make smart investments. We at Fisdom have one goal in mind: Make your money work for you. That’s why we’re blending cutting-edge technology with personalized financial advice. We believe technology can change the investment advisory industry by making it more accessible, understandable, and quick. And we believe our proposition can change the nature of investment advice, making it completely transparent, objective, secure, and personal. We want to make your money work for you, regardless of your net worth or financial knowledge. We want to make investment advisory available to everyone. Sign up with us at www.fisdom.com or Call us on (+919642596425)

Cookiejar Technologies Pvt Ltd (brand name Finvu) has been given the NBFC-AA (NBFC Account Aggregator) certificate of registration* by RBI to provide the services of an Account Aggregator (AA) for duly retrieving or collecting, consolidating, organizing and presenting financial information to the customer or any other financial information user as may be specified by RBI.

Our founding team have collective experience of 50+ years in Banking technology and worked for Banks in India and overseas. Our experience has been in leading and delivering complex integrations for the banks where we worked specifically in areas of Payments (SWIFT) and Corporate Banking. Coming from Banking and technology and wanting to be part of the digital journey in India - Account Aggregator was a natural progression for us.

FinEzzy is a comprehensive one-stop personal finance solution designed to address savings, investments, protection (insurance), and credit within a single platform. This innovative approach provides users with an all-encompassing perspective and tailored solutions for their diverse financial needs.

Operating as a brand under the legal entity of Radical Advisors India Private Limited, FinEzzy was founded by Atul Garg, a financial advisor with over two decades of experience. Witnessing numerous investors succumb to debt traps or liquidate investments in times of crisis, Garg recognized the need for a platform to preserve and advance investors’ financial goals.

Thus, FinEzzy was born, launching its inaugural offering, “Loan against Mutual Fund,” as a credit solution within the personal finance sphere. FinEzzy empowers users to secure short-term credit against their mutual fund investments during financial emergencies rather than redeeming their investments. This approach enables investors to maintain the growth of their existing investments while addressing financial needs through an affordable, non-detrimental option that safeguards their credit score.

Vision:

To empower individuals to achieve financial well-being by providing a comprehensive and seamless platform that offers instant, unbiased advice and guidance across all aspects of personal finance, ultimately helping users become financially net worth positive.