Cashvisory is a fully digital DIY financial advisory platform that guides users through investments while demystifying finance via gamification and real‑time what‑if analysis. The company offers customized investment portfolios that include stocks and smallcases and plans to introduce AI‑powered mobile apps as part of its go‑to‑market strategy. It aims to democratize high‑quality financial advice to make it more accessible and affordable for professionals. Cashvisory was co‑founded by Arpita Sinha and Utkarsh Chaudhary in 2020 and is based in Kolkata. The startup reported a 350% increase in its user base, has helped many users make their first investment, and targets growing its clientele to 10,000. Competitors named in the article include FundsIndia, FinEdge, Go4Advisory, and Finbingo.

Total raised

$0M

Funding rounds

1

Latest round

Seed

Latest activity

Dec 2023