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4 FinTechs promoting wealth management in India

By Gloria Mathias

April 29, 2024

  • Cube Wealth
  • fintech India
  • Fintech news
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Wealth Creation, Fintech News, Fintech India, INDmoney, Cube Wealth, Shootih, smallcase, Fintech India, WealthTech, Wealth Creation Platform, Wealth Investment apps,Economies of profit and loss have time and again emphasised the importance of saving, investing, and managing wealth. With the ever-growing importance of creating wealth, it is essential to be cognizant of managing wealth.

Due to evolving FinTechs, the masses are better equipped to make informed financial investment decisions and be aware of the trends within the wealth allocation and management industry.

Changing demographics of advisors and investors, new asset classes, evolving business models, regulatory mandates, and intense competition characterise the Wealth Management and Private Banking industry. IBS Intelligence offers a broad spectrum of insights in the industry, ranging from thought leadership, and consulting engagements, to in-depth coverage of 30+ technology vendor profiles, their clients, and their implementation experiences.

Listed below are 4 FinTechs fueling wealth creation in India:

Cube Wealth is a FinTech platform in India that offers personalized wealth management solutions. It provides expert-curated investment portfolios across various asset classes, promotes diversification, and offers user-friendly investing through its mobile app. Cube Wealth also offers financial planning tools and customer support to assist users.

INDmoney is a financial technology platform in India that offers various services to help users manage their finances. It provides features such as expense tracking, investment management, tax optimization, insurance analysis, and personalized financial planning. INDmoney aims to simplify and streamline the financial lives of its users by offering a comprehensive suite of tools and services accessible through its mobile app and website.

smallcase is a FinTech company in India that offers thematic investment portfolios called “smallcases”. These portfolios are curated by experts around specific themes like technology or healthcare, making it easier for retail investors to diversify their portfolios and invest in multiple stocks or ETFs at once. Users can buy and sell smallcases on the platform and access tools to track their performance.

Shootih is a Business Wealth Management platform transforming how corporates manage their business’s idle cash. With Shootih, businesses can invest their idle cash over weekends and holidays in several mutual funds for the duration they want and earn decent returns. Designed exclusively for corporates, Shootih helps you focus on crucial business decisions and grow business profits seamlessly.

 ALSO READ: Wealth Management & Private Banking Systems Report Q1 2024

 

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