It's very important to do financial planning. Good financial planning simplifies the management of your finances, it helps in saving and investing your money, which can benefit you with high returns. But everyone has not good knowledge of managing their finance so lots of people hire experts but these experts charge a good amount of money. To obtain these you can use online financial planners and advisors at a minimal cost. These companies do a very good job of providing the best financial advice.
Here, we will see some best Online Financial Planners and Advisors Startups in India
Wealthy
Bangaluru-based wealthy is one of the best online Financial Planners and advisor startups in India. It is a wealth management app that provides solutions for individuals. It provides tools for investing & managing portfolios, tracking the performance of investments, and developing financial goals.
It also gives you info on trends, news updates, risk management, and compliance solutions. The platform provides a wide range of products such as fixed deposits, pre-IPO stocks, insurance, and more.
Research & Ranking
Research & Ranking is a Mumbai-based Online Financial Planners and Advisors Startup founded in 2015. It is a website where they help in investment and portfolio management. It also provides personalized investment plans for you.
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Here, they offer multiple Features such as customized portfolios based on your risk profile and goals, technology for research to identify high-growth stocks, and more.
1 Finance
It gives you multiple tools and expert advice which help users to manage their money. It uses computer-assisted advice and concierge services. It has a unique ecosystem where it provides financial planning and advisory solutions to middle-income and emerging affluent individuals in India.
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The company aims to share common goals with colleagues, customers, qualified financial advisors, and the financial services industry.
Moneyfrog
Moneyfrog is a Mumbai-based Wealth Management Platform, that helps individuals with Investment Decisions, Execution, and tracking, easy and Enjoyable.
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Here you donât need to take stress related to everyday market price movements. Its main aim is to focus on Technology, as a powerful tool to establish trust. It helps to ensure better returns on investment products and solutions.
ET Money
ET Money is a Gurugram-based platform where they offer offers multiple services such as Financial planning, and wealth management. It was founded in 2015 by Mukesh P Kalra.
The company has built a strong customer base with over 10 million users across 1400+ cities. They also build some industry-first technical solutions such as paperless video KYC for investments, and the first-ever introduced Aadhar-based SIP payments feature, among many others.
Sqrrl
Sqrrl is a Gurgaon-based platform which is Founded by Samant Sikka, Dhannajay Singh, and Sanjeev Sharma. It is an application that helps its users to invest in high-performing mutual funds.
Apart from investment they also provide Online Financial Planners and Advisors. It has over 150,000 downloads across Android and iOS platforms. It was started to help young Indians and also help in making the habit of savings and investments.
NiveshIndia
Mumbai-based NiveshIndia is a platform founded in 2008 where they offer a range of financial solutions under a single roof. The platform provides financial plans for its users as well as also assists in your financial planning according to your dream.
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They provide the perfect plan for each individual by understanding your situation, tax status, and more.
LXME
It is a Mumbai-based fintech startup, founded by Priti Rathi Gupta, It was started to help women by offering Financial Planners and Advisors.
Their main goal is to reduce the âgender gapâ in financial independence by supporting women across lifestyles, professions, and stages to become financially independent. It also provides financial content to help users to become literate.
INDMoney
Gurugram-based INDMoney was founded by Ashish Kashyap in 2018. It is a full-stack wealth-technology platform. It was started to democratize finance for Indians by promoting transparency and leveraging technology.
The company provides online financial planning and advice to its users. The startup uses AI and MI technology to help its customers in setting their goals.
Kuvera
Bengaluru-based wealth management startup was founded in 2016 by Gaurav Rastogi, Neelabh Sanyal, and Mayank Sharma.
It acts as a robo-advisory platform where it provides personal financial planning and investing to help its consumers take charge of their wealth managers. According to startups, anyone can invest without paying extra fees. But for extra benefits, you have to pay some annual fee.
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Conclusion
As online financial planners and advisors sectors in India are rising, it helps in changing how people use or invest their money. These startups use technology and help their customers by providing personalized advice and making it simple for everyone to make financial choices. these startups are very easy to use and affordable. As these startups are growing it help more people in India.