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5 promising startups in Personal Finance space
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Futureadvisor.co.in For Online Financial Planning
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Futurewise pivots to B2B model with FutureAdvisor
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Mumbai Finalists - India Startup Challenge 2013
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Why online tech start-ups are good news for investors
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Create Financial Plans at the click of a button!
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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
Team Members
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
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