Fisdom

Fisdom is a leading digital wealth platform that offers a comprehensive range of financial products and services to retail and mass affluent customers in India. We offer a holistic set of financial products including listed stocks, mutual funds, pension funds, sovereign bonds, insurance, and taxation, making it a one-stop-shop for all financial needs. We have innovated the wealthtech industry in India by pioneering the B2B2C distribution model through strategic partnerships with 15 leading banks in the country. This gives us exclusive access to a customer base of more than 400 million. Our platform, through SDKs, is seamlessly integrated into the mobile banking apps of our partner banks, providing customers with a seamless and convenient experience. Additionally, our access to over 20,000 bank branches across India allows for a hybrid distribution model, providing customers with both digital and assisted options. We have an active customer base of 1.2 million with 76% of our customers coming from tier 2 and tier 3 locations in India. We are proud to have partnered with some of the most reputable banks in the country, including Indian Bank, UCO Bank, and Union Bank of India among others. Our success has been recognized by some of the most prestigious awards in the industry, including "Best Fintech Company" for FY20 & FY21 at Financial Express Best Banks Awards and "Best Financial Services Partner 2022" by FICCI and Indian Banks’ Association.

Anand Dalmia

Co-Founder

1 past transactions

TAX2WIN

Acquisition in 2021
TAX2WIN is a platform that offers customers a one-stop shop for any tax-related issues.Their purpose is simple – to simplify tax filing by offering you the best in professional assistance without any of the hassles that come along. Because we believe that the topic of tax has been in a bubble of complication for far too long. We intend to burst that bubble and redefine the common perception by making tax filing easy.
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