FutureAdvisor

  • Mumbai, India
  • BFSI

FutureAdvisor is a practice management platform for Financial Advisors

Founded:
2011
Stage:
Early Revenues
Market:
B2B

Startup Video

Featured

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5 promising startups in Personal Finance space | http://www.iamwire.com/2013/06/5-promising-onli...

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Futureadvisor.co.in For Online Financial Planning | http://yourstory.in/2013/08/futureadvisor-co-in...

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Futurewise pivots to B2B model with FutureAdvisor | http://startupcentral.in/2013/07/iq-bootcamp-pe...

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Mumbai Finalists - India Startup Challenge 2013 | http://www.microsoft.com/india/bizsparkstartupc...

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Why online tech start-ups are good news for investors | http://www.livemint.com/Money/nYhLLU5z1wswPEvj9...

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Create Financial Plans at the click of a button! | http://www.cafemutual.com/News/Create-financial...


Founded

May

2011

Customer

Reached 100 B2C clients

Mar

2012

New Product Release

Started working on a Do-it-yourself B2C product.

Apr

Customer

Private Beta of DIY product - FutureWise

Jan

2013

New Product Release

Pivoted from B2C to B2B with product titled FutureAdvisor

Jul

Customer

Got the first 25 clients in B2B product - FutureAdvisor

Dec

Customer

DSP BlackRock MF launches an initiative to offer FutureAdvisor to its advisors.

Jul

2014

Jobs


Team Summary

Team consists of 5 people with rich experience in product, finance domain, design and technology. The founder, Ronak Hindocha has 9 yrs of experience whose last stint was with Freedom Financial Planners where he was COO and envisioned & architect-ed the product from scratch.

Team


Product/Service Summary

FutureAdvisor is a path breaking platform created for the Financial Advisory community. The platform is aimed at helping the advisor command a fee for the services they offer, radically increase efficiency & have a single window view of clients’ financial plan, financial portfolio, goals and their tasks

How are we different?

FutureAdvisor radically stands out from the competition because we started off as a DIY B2C product and later pivoted. Thus, we gave lot of thoughts to UI/UX which has augered well. We've created propritary algorithms which does most of the analysis/planning on behalf of advisor thus improving his productivity manifold

Product/Service Descriptions