CashRich
CashRich is a company focused on enhancing the investment experience for retail investors through its innovative wealth management application. The app features a dynamic systematic investment plan (SIP) that guides users in allocating their funds across fixed income and equity markets. It is designed with an intuitive user interface that facilitates quick transactions, supported by one-touch chat for immediate assistance and robust security measures, including OTP and PIN verification. CashRich complies with SEBI regulations to ensure secure investment transactions and is actively seeking partnerships with banks, asset-management companies, and financial services firms to broaden its offerings and enhance service delivery.
1 past transactions
WealthApp
Acquisition in 2021
WealthApp is an investment advisory firm designed to assist investors in optimizing their investment strategies while accommodating their busy schedules. The company recognizes the limitations faced by working professionals and aims to minimize the time they need to spend on investment management. By providing algorithm-driven insights and research-based advisory services, WealthApp tailors its offerings to meet the unique financial objectives of various investors. This approach enables clients to focus on their daily responsibilities while ensuring their investment needs are effectively addressed.
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