“We want to help more people make smart financial decisions regardless of their net worth or financial knowledge”
As one of India’s leading finance companies, Fisdom is a one-stop solution for many customers who are experiencing the simpler side of managing finances.
Cities
Wealth managers
People served
Fisdom raised $500K funding from a set of marquee angel investors
Fisdom onboarded it's first bank partner
Fisdom raised Series A funding of $1.1 million from Saama Capital
Series B funding of $4 million led by Quona Capital
Digital gold & pension funds launched on Fisdom app
Payment technology firm PayU led a $11 million funding round in Fisdom
Fisdom launched insurance and credit products on its platform
Another round of funding ($7 million) from PayU, Saama Capital & Quona Capital
Fisdom forays into tax solutions with acquisition of Tax2Win
B Fisdom raised $500K funding from a set of marquee angel investors
We’re a personal finance company with a difference, impacting customers in different ways:
Our trusted partnerships with leading banks, NBFCs and financial institutions offer their customers a robust digital platform for investing.
Our one-stop solution for customers choosing from a wide range of financial products, spell convenience in wealth management.
The journey to becoming a one-stop solution to make financial management accessible to every Indian, begins by standing for some unshakeable beliefs.
Seasoned investors or first-timers, we have solutions for anyone looking for a better way to manage finances.
The customer comes before everything else, so our advice comes with diversification across asset classes.
Tech is at the heart of everything we do – from superior portfolio reports to portfolio rebalancing.
Our proprietary engine is based on scientific financial models and historical market data, for real actionable advice.
Co-founder & CEO
Co-founder & CBO
COO
Executive Director
CTO
Head of Insurance
Quona Capital is a venture firm focused on financial technology for underserved consumers and businesses in emerging markets. The Accion Frontier Inclusion Fund, managed by Quona Capital, is the first global fintech fund for the underserved, investing in innovative financial technology and services companies.
Saama Capital is an India focused venture capital fund and is the independent successor fund to SVB India Capital Partners, I (“SICP”). SICP has been successfully investing in Indian companies since 2006. Their management and advisory team has a combined 60+ years of experience in investing.
PayU India is the flagship company of Naspers group which is a $100 Billion internet and media conglomerate listed on London and Johannesburg stock exchanges respectively. PayU’s vision is to create a world without financial borders where everyone can prosper.
Renowned venture capitalist
Co-founder & ex-CEO, TaxiForSure
Co-founder, TaxiForSure
CEO, JM Financial Services Ltd
Founder and CEO, Rippledot
Founder & CEO, Adani Finserve
CNBC-TV18 & UTI MF
BSE StAR MF
ET Business Icons
India Wealth Awards, AIWMI
Join our family of 20 crore Indians who have access to better wealth management through our trusted partnerships and network.
Reg office: 1st Floor, Queens Paradise, Curve Road, Shivajinagar, Bengaluru, Karnataka, 560051
No.19, Third Floor 301 & 302, HTC Aspire, Ali Asker Road, Bengaluru Karnataka, 560052
No. 804 and 805, Pinnacle Corporate Park, Bandra Kurla Complex, Mumbai, Maharashtra 400051
No. 101-102, Trade Avenue, Suren Road, Andheri(East), Mumbai 400093
No. 122, Omkar The Summit Business Bay, 1st Floor, Chakala, Andheri-Kurla Road, Andheri (East), Mumbai, Maharashtra 400093
7, Wellesley House, 1st Floor, Red Cross Place,Kolkata,700001
Workafella – High Street, No. 431, 433, 435, 437 & 439, Anna Salai, Mount Road, Teynampet, Chennai – 600018
Apeejay Business Centre, Suite No 123, 6th Floor, Arunanchal Building, Connaught Place, New Delhi
An expert in the banking and tech for over a decade now, Karan has experience with marquee organisations like HSBC & Infosys under his belt. His entrepreneurial journey in home automation has been instrumental in shaping his career. Karan boasts of a rich academic pedigree - including a Master’s degree in Finance & Marketing from Symbiosis Institute of Management Studies, Pune.
With a sporting spirit to boot, Karan is a sports enthusiast and has a great passion for poker.
With two decades and counting in Banking and Wealth Management, helping people manage and build their wealth still gives Rakesh a kick. He started his career with ICICI Bank and worked with HDFC and UTI along the way. He last handled Personal Banking for Standard Chartered Bank before taking the role of heading Retail banking for SVC Bank.
A Mechanical Engineer and MBA from Pune University, Rakesh channels his passion for wealth management at Fisdom.
A seasoned technologist with 18 years of experience, Narendra Prabhu, fondly called Naren, is a master of all trades. Financial, security, gaming, embedded chips, network storage, content delivery, and home network, are few of the sectors that he has made an impact on.
He has lead the engineering teams at Foneclay (now snapIoT), Tata Elxsi, and DeepRoot Linux in the past, making Naren a bonafide leader of all things tech.
Shreyans heads the Insurance business at Fisdom.
He has been an entrepreneur having cofounded two startups: RiskFreeLife, an Insuretech startup and Stuffed, a Foodtech startup.
He is a graduate from IIT Bombay and has worked with bulge bracket investment banks like Lehman, Nomura, JM Financial and Barclays.