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Advanced Wealth Management Marketplace1-10 Employees
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Advanced Wealth Management Marketplace
We aim to provide every investor access to expert wealth management advice, manage their existing and new investments and create multi-asset investment allocation at an affordable pricing level.

Our automated system uses behavioural risk profiling, data science and Artificial Intelligence (AI) to determine the most appropriate asset allocation into equity, mutual funds, fixed income and alternative investments. We use a combination of direct equity, ETFs, active/passive mutual funds and alternative investments including hedge funds to achieve the highest return per unit of risk. The system also considers the long term and short term investment goals of the investors while deciding the optimal asset allocation.

Investors can use our tools to analyse their current investments and create investment plans that enable them to optimally reach their financial goals. Our easy to use digital interface makes the process of analysing, managing and executing investment strategies effortless.
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Vivek Agarwal
Avatar for Vivek Agarwal
Results driven professional with 20+ years’ experience in Europe and Asia. Successfully held leadership positions in start-ups, multinational companies
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