Cashvisory Early Stage Cashvisory Pvt Ltd India's first financial GPS to bring wealth planning to all young professionals

fintech-financial-services
Employees

1-10

Branch/Offices Locations

Kolkata

Incorporated at

India , 2020

Corporate Office

Kolkata

Founder
Utkarsh Choudhary
Platform
WFC
Updated: 12 Nov' 2025
Approved: 09 Nov' 2024
For all investment & financial details and more, please set-up an account to log-in as an investor.

or Register

Product Video

Product Description

Our smart algorithms help you create, manage and execute holistic financial plans, by enabling you to make key financial decisions within minutes. With an extremely engaging user-interface, simplified jargon-free educational content, and intuitive navigation across the user journey, we assure you that financial planning will no longer be the cumbersome and boring task it has been so far.

Startup Description

Cashvisory is a revolutionary fintech platform backed by SucSEED Ventures, EvolveX and We Founder Circle. We're introducing India’s first Financial GPS to bring wealth planning to every household through our automated, scalable solution.

Product Screenshots

Business Model

*Advisory freemium subscription *Ad-hoc services fee *Insurance distribution fee *Loan distribution fee

Customers based in

India

Business Modal Type

SaaS

Type of Sales

B2B, B2C

Competitors

Policy Bazaar, Zerodha, ET Money, Grow, Scripbox, HDFC, Motilal Oswal, Bajaj Capital, 7Prosper.

Teams

Utkarsh Choudhary

Co-Founder & CEO

Arpita Sinha

Co-Founder & CBO

Why did you decide to start this company?

Cashvisory is a revolutionary fintech platform backed by SucSEED Ventures, EvolveX and We Founder Circle.

Are all the founders full-time on this project?

Yes

Looking for an opportunity to invest in companies like Cashvisory?

Set up your account as an Investor.

Already have an account?

Personal Details

Scale your Venture

invstt offers a chance to find the right investors to back your idea.

Join As FounderAlready have an account?