About Cashvisory
Cashvisory is a Technology company based in Kolkata (India) founded in 2020 by Utkarsh Choudhary and Arpita Sinha. Robo-advisory platform for financial planning and investments is provided. Cashvisory has raised $155.89 thousand across 3 funding rounds from investors including We Founder Circle, SucSEED Indovation and EvolveX. Its Indian entity Cashvisory Private Limited reported revenue of ₹7.8 Lakh. Cashvisory offers products and services including Investment Platform, Robo Advisory Services, Mutual Funds, and Insurance Planning. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its competitors include FundExpert, Elever and Orowealth; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Kolkata, India
- Founders Utkarsh Choudhary, Arpita Sinha
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website cashvisory.com
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Cashvisory Private Limited
- Date of Incorporation 31 Aug, 2020
- Jurisdiction Kolkata, West Bengal, India
- Annual Revenue₹7.8 Lakh
FY 2025 · +195% YoY
- Net Loss-₹53.6 Lakh
FY 2025 · -684% margin
- EBITDA-₹53.6 Lakh
FY 2025 · -684% margin
- Total Equity Funding$155.89K (USD)
in 3 rounds
- InvestorsWe Founder Circle
& 6 more
Associated legal entities of Cashvisory
Cashvisory operates through Cashvisory Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Cashvisory Private Limited CIN U72900WB2020PTC239319 | Active | 31 Aug 2020 | Kolkata, West Bengal | ₹0.1 Cr | 4 | View details |
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.
Apps and channels of Cashvisory
Cashvisory publishes 1 mobile app with over 1K+ downloads; its YouTube channel Cashvisory has 1.28K subscribers and 30 videos.
Videos from Cashvisory
The most watched videos on Cashvisory's YouTube channel, Cashvisory (1.28K subscribers). Click a video to play it here.
More on Cashvisory.
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.
- Total Funding $155,891
- Total Rounds 3
- First Round $144,095
(Dec 2023)
- Investors Count 7
All 3 funding rounds of Cashvisory with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2024 | $11,796 | Seed | – | Ranjana Agrawal, We Founder Circle | |
| Sep 2024 | Angel Round | – | – | – | |
| Dec 2023 | $144,095 | Seed | – | SucSEED Indovation, EvolveX |
7 investors in total: 4 institutional and 3 angel.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment in early-stage startups and global community support. | 2020 | wefoundercircle.com | Mumbai, India | |
Investment in early to growth-stage tech startups across various sectors. | 2016 | sucseed-indovation.com | Hyderabad, India | |
Accelerator program offering mentorship, funding, and network access to early-stage startups. | 2021 | evolvexaccelerator.com | Mumbai, India | |
A success catalyst for startups is provided by BeyondSeed. | beyondseed.com | |||
AA Ashok Agrawal | unknown_ead75133ceac44ee8 | |||
UK Upasana Koul | Angel investor and entrepreneur, focusing on tech startups in India. | unknown_cdf68ac6cf034427a | ||
RA Ranjana Agrawal | unknown_5d5b2753cea644a28 |
Investor details for Cashvisory
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Verified entity values are shown only after access is granted.
Board of directors of Cashvisory Private Limited (Cashvisory)
Cashvisory Private Limited is the primary company behind Cashvisory. The board of Cashvisory Private Limited currently have 3 directors; the longest-serving is Rajiv Choudhary, appointed in 2020. 4 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rajiv Choudhary DIN 00149998 | Director | 31 Aug 2020 | 6 yrs 2 mo | Cashvisory Private Limited |
| Arpita Sinha DIN 09214924 | Director | 25 Apr 2022 | 4 yrs 6 mo | Cashvisory Private Limited |
| Utkarsh Choudhary DIN 09214906 | Director | 15 Jun 2022 | 4 yrs 4 mo | Cashvisory Private Limited |
People of Cashvisory
2 people are tracked at Cashvisory (2 in leadership).
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership | |
| Co-Founder | Leadership |
Complete people profiles for Cashvisory
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Verified entity values are shown only after access is granted.
Financials of Cashvisory
Figures of Cashvisory Private Limited, the primary company behind Cashvisory, for FY 2025. Revenue was ₹7.8 Lakh (+195% year on year). Net loss was -₹53.6 Lakh (-684% margin). EBITDA was -₹53.6 Lakh (-684% margin).
- ₹7.8 LakhRevenue · FY 2025 · +195% YoY
- -₹53.6 LakhNet loss · -684% margin
- -₹53.6 LakhEBITDA · -684% margin
- ₹86 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Cashvisory Private Limited are on its company page.
Detailed financial statements for Cashvisory
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Timeline of Cashvisory
3 dated milestones of Cashvisory across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Cashvisory is founded.
- Funding First funding round of $144K.
- Funding Latest funding round, Angel Round,.
Competitors of Cashvisory
Cashvisory has 3 listed competitors in our database, 3 of them funded. They include FundExpert, Elever and Orowealth.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fundexpert.in | 2016 | Bengaluru, India | $88,816 | 4,379 | Automated mutual fund investing platform | |
| elever.app | 2020 | Bengaluru, India | $4.76M | 12 | Goal-based investments are enabled via an app-based platform. | |
| orowealth.com | 2015 | Mumbai, India | $2M | 42 | Platform for alternative asset and mutual fund investments is provided. |
Detailed competitors of Cashvisory
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Cashvisory
The website of Cashvisory (cashvisory.com) receives about 1.5K visits a month.
- Monthly visits1.5K
▼ 15.5% vs previous month
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Cashvisory (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Related news about 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. The company's 1st funding round was a Seed of $144.1K, raised on Dec 2023.
The primary company behind Cashvisory, Cashvisory Private Limited, reported revenue of ₹7.8 Lakh for FY 2025, up 195% year on year.
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 FundExpert, Elever and Orowealth.
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.
Cashvisory operates through Cashvisory Private Limited.
The legal entities of Cashvisory currently have 3 directors, including Utkarsh Choudhary, Arpita Sinha, Rajiv Choudhary.
Yes. Cashvisory publishes Cashvisory, with over 1,000 downloads.