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§ Private Profile · Bangalore, Karnataka, India
SEBI-registered Investment Advisor providing technology-driven financial planning and DIY investment solutions for young professionals in India.
Cashvisory is a financial advisory and wealth planning platform based in Kolkata, India, that provides digital investment solutions and portfolio management services for underserved retail populations. Operating as a SEBI-registered Investment Advisor since September 2022, the company utilizes a freemium subscription model to deliver automated financial analysis alongside ad-hoc advisory, insurance distribution, and loan distribution services. The enterprise currently operates with a core team of one to ten employees, offering a guided approach to personal finance that eliminates complex industry jargon to facilitate independent investment decisions. To scale its proprietary robo-advisory infrastructure and expand market reach, Cashvisory has raised INR 1.2 Crore in pre-seed funding backed by institutional venture capital investors including SucSEED Indovation Fund, EvolveX, and We Founder Circle. The financial technology company was officially founded in 2020 by co-founders Utkarsh Chaudhary and Arpita Sinha.
Cashvisory has raised $140K across 1 funding round.
Cashvisory has raised $140K in total across 1 funding round.
Cashvisory has raised $140K in total across 1 funding round.
Cashvisory's investors include SucSEED Indovation Fund, Ashok Agrawal, Deepika Asthana, Upasna Koul, EvolveX, Bhawna Bhatnagar.
Cashvisory has raised $140K across 1 funding round. Most recently, it raised $140K Pre-Seed in December 2023.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Dec 29, 2023 | $140K Pre Seed | SucSEED Indovation Fund | Ashok Agrawal, Deepika Asthana, Upasna Koul, Evolvex, Bhawna Bhatnagar | Announced |