GoldenPi launches ‘Fulcrum’ to support Wealth managers & Financial advisors

By Gloria Mathias

GoldenPi, an investment FinTech firm backed by Zerodha, has announced the launch of Fulcrum, catering to wealth managers and independent financial advisors (IFAs).

Fulcrum has been designed to transform the wealth management landscape by offering tools and assets on a SaaS platform to empower wealth management professionals to scale their businesses efficiently.

Designed exclusively as an invite-only SaaS platform where wealth managers and financial advisors can initiate, track, and analyse customers, transactions, earnings data, and more in a single place, Fulcrum goes beyond being just a platform; it catalyses growth. All asset classes on Fulcrum go through an end-to-end digital journey for the wealth manager, followed by payment confirmation by the end client. By streamlining manual processes and offering an extensive range of investment options, Fulcrum enables wealth managers and IFAs to achieve business scale while delivering convenience and superior client experiences.

Abhijit Roy, CEO of GoldenPi, says, “As financial landscapes evolve, we are dedicated to providing tools that empower financial advisors. Our platform combines user-friendly interfaces and provides a one-stop shop for investors’ fixed-income needs with stringent security measures, eliminating manual funds management. Fulcrum is not just an offering; it’s a commitment to redefining the financial advisory landscape.”

GoldenPi has consistently been widening its gamut of offerings for individuals and institutions. It also launched Government Securities (G-Secs) on its platform recently, which provides investors with a smooth and convenient avenue to invest in sovereign bonds.

Formed in 2017, GoldenPi has recorded exponential growth to be India’s largest fintech platform for retail investors seeking fixed-income investments beyond FDs and RDs. Most recently, GoldenPI announced the expansion of its offerings to include corporate FDs.  GoldenPi is backed by Rainmatter Capital (Zerodha’s venture capital arm) and other institutional investors.