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, Chief Business Officer and Board Member

Subramanya Sumukh

Co-Founder, CEO and Board Member

1 past transactions

Tax2Win

Acquisition in 2021
Tax2Win is a platform designed to simplify tax-related processes for its customers, focusing on ease of tax filing and professional assistance. It provides a comprehensive resource for understanding Indian tax laws, facilitating tax planning, return filing, and awareness of deadlines and exemptions to help users avoid penalties. By combining information and tools, Tax2Win aims to eliminate the complexity often associated with tax matters, enabling individuals to manage their finances and file their returns with minimal hassle. The company is committed to redefining the perception of tax filing, making it a straightforward experience for users.
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