About Cashvisory
Cashvisory is a company based in Kolkata (India) founded in 2020 by Utkarsh Choudhary and Arpita Sinha. Cashvisory has raised $155.89 thousand across 3 funding rounds from investors including We Founder Circle, SucSEED Indovation and EvolveX. Cashvisory offers products and services including Investment Platform, Robo Advisory Services, Mutual Funds, and Insurance Planning. Cashvisory operates in a competitive market with competitors including Kristal, Wahed, FundExpert, Elever and Orowealth, among others.
- Headquarter Kolkata, India
- Founders Utkarsh Choudhary, Arpita Sinha
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Cashvisory Private Limited
- Date of Incorporation 31 Aug, 2020
- Jurisdiction Kolkata, West Bengal, India
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$155.89 K (USD)
in 3 rounds
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Latest Funding Round
Not available
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Investors
We Founder Circle
& 6 more
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Employee Count
Not available
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Products & Services of Cashvisory
Cashvisory offers a comprehensive portfolio of products and services, including Investment Platform, Robo Advisory Services, Mutual Funds, and Insurance Planning.
AI-powered tool for personalized investment strategies and portfolio management.
Optimizes investment portfolios using algorithms for efficient wealth growth.
Curated funds to support long-term financial goals and returns.
Customized advisory for insurance needs and execution services.
Funding Insights of Cashvisory
Cashvisory has successfully raised a total of $155.89K across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Cashvisory
Cashvisory has secured backing from 7 investors, including venture fund and angel investors. Prominent investors backing the company include We Founder Circle, SucSEED Indovation and EvolveX.
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Investment in early-stage startups and global community support.
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Investment in early to growth-stage tech startups across various sectors.
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Accelerator program offering mentorship, funding, and network access to early-stage startups.
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Investor details for Cashvisory
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by Cashvisory
Investment portfolio details for Cashvisory
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Financial Statements - Cashvisory
Detailed financials for Cashvisory
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Cashvisory Comparisons
Peer comparison for Cashvisory
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- Named peers
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Competitors of Cashvisory
Cashvisory operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Kristal, Wahed, FundExpert, Elever and Orowealth, among others.
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AI-based asset management is offered for individual investors.
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Shariah-compliant investments and savings are offered to individuals.
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Automated mutual fund investing platform
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Goal-based investments are enabled via an app-based platform.
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Platform for alternative asset and mutual fund investments is provided.
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Goal-based investing platform
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Detailed competitors of Cashvisory
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Latest news on Cashvisory
Complete news archive for Cashvisory
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Frequently Asked Questions about Cashvisory
Cashvisory was founded in 2020 and raised its 1st funding round 3 years after it was founded.
Cashvisory is headquartered in Kolkata, India. It is registered at Kolkata, West Bengal, India.
Cashvisory is a funded company, having raised a total of $155.89K across 3 funding rounds to date.
Cashvisory was founded in 2020 in Kolkata, India, as a fintech platform focused on robo-advisory services. Comprehensive advice on insurance, loan refinancing, bad debt management, and tax savings is offered, alongside goal-based financial planning and automated investment portfolios. Tools for expense tracking and personal money management are also included to support users in various financial operations.
Cashvisory's top competitors include Kristal, Wahed and FundExpert.
Cashvisory offers Investment Platform, Robo Advisory Services, Mutual Funds, and Insurance Planning.
Cashvisory has 7 investors. Key investors include We Founder Circle, SucSEED Indovation, EvolveX, Ashok Agrawal, and Upasana Koul.