Mumbai-based B2B fintech platform BeyondIRR has raised undisclosed amount in seed funding round from Zerodha’s Rainmatter and Sujeet Kumar (co-founder of Udaan).
The startup plans to use the funds to expand its team, build a stronger technology platform and expand its presence across geographies.
Founded by Parag Kasliwal, Deepesh Bhargava, Anupreet Choudhary, and Hemant Jain, It is a B2B Wealth-Tech business that helps Wealth RMS, Wealth Managers, Independent Financial Advisors (IFA), RIAs, and MFDs to provide a superior advisory experience to their wealth clients.
“We are thrilled to have garnered the support that we needed to build BeyondIRR from Rainmatter and Sujeet. Our tech enabled and insight driven platform would enable investment specialists to have engaging conversations with their clients on markets, investment products and client portfolios”, said, Parag Kasliwal, Co-founder and CEO at BeyondIRR.
“Our investment intelligence platform would help them prepare for client meetings with actionable insights and would empower them to deliver high quality portfolio proposal and review presentations instantly”, he added.
“We are happy to partner with BeyondIRR team as they aim to solve the challenges that advisors and relationship managers face today. BeyondIRR aims to empower investment specialists and enable them to deliver timely insights on clients’ portfolios as well as offer suitable products. BeyondIRR is building the go-to platform for investment specialists”, said, Nithin Kamath, Founder & CEO, of Zerodha’s Rainmatter.
Sujeet Kumar, Co-Founder, Udaan said that with BeyondIRR, investment experts will be able to grow their wealth business manifold as they can run their business more efficiently and effectively. With the company offers, they can get access to all the complex pieces of the investing world in one place which will help them stay ahead in the highly competitive wealth management space.