- Growth StageExpanding market presence
Nvest Solution careers
We started this venture with an aim to cater to the vast population of financial intermediaries (Insurance agent, mutual fund advisors, brokers, financial planners etc).
We are building various applications to help them sell their services better. We believe that going forward financial advisory would have to be multi-product and multi-company, hence we are bringing all the financial products under one roof. We are building comparators, advisory tools, CRM, training modules etc so as to cater to all the needs of an intermediary. Our focus in on making front end simple and elegant.
We are also developing an algorithm to automate the advisory based on risk profile, horizon, need, tax bracket and other parameters. With this readiness we aim to start our b2c services with an online financial product supermarket and need based advisory.
We are building various applications to help them sell their services better. We believe that going forward financial advisory would have to be multi-product and multi-company, hence we are bringing all the financial products under one roof. We are building comparators, advisory tools, CRM, training modules etc so as to cater to all the needs of an intermediary. Our focus in on making front end simple and elegant.
We are also developing an algorithm to automate the advisory based on risk profile, horizon, need, tax bracket and other parameters. With this readiness we aim to start our b2c services with an online financial product supermarket and need based advisory.
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Gopesh Modi
Founder at Nvest Solution
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