Fisdom

Fisdom is a prominent digital wealth platform in India that provides a wide array of financial products and services tailored for retail and mass affluent customers. The platform encompasses listed stocks, mutual funds, pension funds, sovereign bonds, insurance, and taxation services, functioning as a comprehensive solution for diverse financial needs. Fisdom has transformed the wealth management landscape through its innovative B2B2C distribution model, collaborating with 15 major banks to reach over 400 million potential customers. Its platform is integrated into the mobile banking applications of partner banks, facilitating a seamless user experience. Furthermore, Fisdom's hybrid distribution approach, which combines digital and assisted services, is supported by access to more than 20,000 bank branches across India. With an active customer base of 1.2 million, primarily from tier 2 and tier 3 cities, Fisdom has garnered recognition in the industry, winning awards such as "Best Fintech Company" and "Best Financial Services Partner" from esteemed organizations. The platform also offers tools for real-time fund tracking, financial planning, and portfolio management, empowering users to make informed investment decisions.

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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