Fisdom

Fisdom is an automated investment service provider based in Bangalore, India, that offers a personalized online investment platform. Founded in 2015, the company specializes in wealth management by providing personalized investment recommendations and tools for real-time fund tracking. Its services encompass financial planning, portfolio management, and personal finance, allowing users to make informed investment decisions conveniently from their mobile devices. Fisdom aims to generate revenue by charging commissions from financial services companies and mutual funds, positioning itself as a key player in the personal finance sector.

Anand Dalmia

Co-Founder, Chief Business Officer and Board Member

Subramanya Sumukh

Co-Founder, CEO and Board Member

1 past transactions

Tax2Win

Acquisition in 2021

Tax2Win is a tax filing and post-filing platform focused on simplifying the complexities of tax-related processes in India. By providing professional assistance, Tax2Win aims to make tax filing straightforward and accessible for users. The platform offers services that include tax planning, return filing, and information on Indian tax laws, helping customers stay informed about deadlines and exemptions. This approach enables users to manage their financials effectively and file their tax returns without unnecessary complications or penalties.

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