Wealthy

WealthDesk is a platform that allows users to invest in stock and ETF portfolios called WealthBaskets that are created by SEBI registered professionals

Simple and powerful wealth management app for investments in India

WeInvest is Asia's first end-to-end Digital Wealth Platform and offers solutions to Banks & other financial institutions. The plug and play online platform is used by Banks to offer more online investment options to their retail customer base and strengthen the proposition for HNIs and Private Banking clientele. WeInvest provides an end-to-end Digital Wealth Management Platform through our four product lines: 1. GROWWEALTH - WeInvest Robo-advisor, Asia’s first B2B2C Robo-advisory platform. It is a completely online user experience to invest in goals that support multiple asset classes, currencies, theme-based investing & brokers/custodians. 2. ADVISEWEALTH - RM enabled Robo-Advisory for affluent clients. It is a tool that enables Relationship Managers to get a holistic view of their portfolio and precision-service their clients. It enhances RM productivity and offers a superior user experience while reducing operational cost. 
 3. TRACKWEALTH - South East Asia's first AUTOMATED Aggregation solution. It automatically Aggregates accounts across banks, brokerages, wealth portfolios for emerging affluents to HNIs. It gives a bank/institution enormous data intelligence to be able to service and cross-sell more effectively & efficiently. 4. STRATEGY MARKETPLACE - Our Marketplace offers a suite of pre-tested and validated portfolios from some of the most trusted and renowned global investment managers. The service allows for a plug-and-play capability for banks and financial institutions to leverage the most effective strategies that address the varied investment needs of their client groups.

Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices. The platform aims to deliver a comprehensive SAAS based investment management platform including digital transactional capabilities for a diversified product suite. Wealth management professionals prefer focusing on their clients' interests and not their employers ever-changing priorities. Also, clients want stability and not a relentless institutional product push. We are looking to bring in consistency of the family office experience for a spectrum of investors across emerging affluent, affluent and high net worth categories. We are boutique by design and an institution by default.

A digital wealth management advisor out of Mumbai, INDIA. Our Cloud-based Wealth Management Platform helps investor consume various investment products.

Invest Smart Invest Better

We launched our Apps in April 2019 with an aim to enable consumers to track, save and grow their money. IND SuperMoneyApp automatically organizes a user's money and recommends actions to increase savings and earnings across investments, loans, expenses, and taxes. Our private wealth management offering, INDwealth delivers premium services such as private family office, analysts, tax services, succession planning, and trust services. Our parent company, Finzoom Investment advisors is a SEBI registered investment advisor. The company was founded by Ashish Kashyap, Founder of Goibibo and PayU India. We are backed by world-renowned investors comprising Tiger Global, Steadview Capital and Dragoneer: who have in total invested $58M