Business Description

Cashvisory is India’s first financial GPS to bring wealth planning to every young professional with our smart, automated and completely DIY solution. Currently, 120 million of the young urban population is underserved by the financial advisory ecosystem, as human advisory is too expensive and digital platforms are execution-focused with hardly any guidance. We leverage technology to help users chart their path towards wealth-building, and help them make financially savvy decisions from the first penny they earn. 

Founded by seasoned experts with over a decade of experience in the financial advisory landscape, Cashvisory is not just a platform; it's a financial ally. Our mission is to make quality financial advice accessible and affordable to everyone, irrespective of their financial background. To achieve that we got licensed as a SEBI RIA in September 2022. Since then, our fintech startup has empowered numerous individuals to embark on their financial journeys.

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