Fisdom

Fisdom is a prominent digital wealth platform in India that provides a diverse array of financial products and services tailored for retail and mass affluent customers. The company offers a comprehensive suite of options, including stocks, mutual funds, pension funds, sovereign bonds, insurance, and tax services, positioning itself as a one-stop solution for financial needs. Fisdom has transformed the wealthtech landscape by implementing a B2B2C distribution model through strategic partnerships with leading banks, granting it access to a vast customer base exceeding 400 million. The platform integrates seamlessly into the mobile banking applications of partner banks, enhancing user experience through a hybrid model that combines digital and assisted service options. With an active customer base of 1.2 million, a significant portion of which is from tier 2 and tier 3 cities, Fisdom has established itself as a key player in the financial services sector. The company's achievements have been recognized through various awards, underscoring its impact and innovation in the industry.

Anand Dalmia

Co-Founder

Subramanya Sumukh

Co-Founder, CEO and Board Member

1 past transactions

Tax2Win

Acquisition in 2021
TAX2WIN is a comprehensive platform designed to simplify tax-related processes for customers in India. The platform offers professional assistance in tax planning and return filing, helping users navigate complex tax laws and ensuring compliance with deadlines and exemptions to avoid penalties. By providing clear information and support, TAX2WIN aims to make tax filing straightforward and accessible, addressing the complications that often surround the topic of taxes. This approach allows users to manage their financial matters efficiently while alleviating the stress associated with tax obligations.
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