Cashvisory - Kolkata

Cashvisory proudly introduces India's first financial GPS, dedicated to bringing wealth planning to every young professional. As part of our commitment to empowering individuals, our fully digital DIY platform serves as your Financial GPS, expertly guiding you from today to the realization of your dream future. From transparent investment strategies to personalized financial planning, Cashvisory is your trusted ally, making your financial goals a tangible reality.

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 make financially savvy decisions  

Show more

from the first penny they earn.

At Cashvisory, we firmly believe in the transformative power of informed decisions. Our automated DIY platform is designed to empower individuals to make crucial financial choices by providing end-to-end guidance and a comprehensive overview of their finances. Committed to fostering financial literacy, our platform features educational content spanning the entire financial journey. With an engaging UI, gamification elements, and guided UX, we've made personal finance not just educational but also fun and interesting.

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 obtained licensing as a SEBI RIA in September 2022. Since then, our fintech startup has empowered numerous individuals to embark on their financial journeys.

Our Vision
To empower every individual to make financially-savvy decisions and achieve their life goals.

Our Mission
To serve as the digital centre of our user’s financial journey.

Our strong conviction
To serve the next million consumers, every financial services company will need a digital first approach.