Wealth Management

Digital Insurance Startup McXtra Raises $1.3 Mn In Funding

Digital Insurance Startup McXtra Raises $1.3 Mn In...

Digital insurance startup McXtra has raised a pre-Series A round of $1.3 Mn funding from a clutch of twelve investors…

Digital Insurance Startup McXtra Raises $1.3 Mn In Funding

Digital Insurance Startup McXtra Raises $1.3 Mn In Fundi...

Digital insurance startup McXtra has raised a pre-Series A round of $1.3 Mn funding from a clutch of twelve investors…

Paytm’s Parent Invests $1.3 Mn In Its Wealth Management Unit Paytm Money Dealing With Mutual Fund

Paytm’s Parent Invests $1.3 Mn In Wealth Management Unit...

One97 Communications, which owns digital payments company Paytm, has invested $1.3 Mn (INR 9 Cr) in its wealth management unit…

Wealth Management Startup Orowealth Raises $1.6 Mn In Se...

Mumbai-based direct mutual funds investment platform Orowealth has raised $1.6Mn in Series A Funding led by Powerhouse Ventures. Others who…

IDG Ventures India Led $1.87 Mn Funding In Financial Advisory Startup Kristal.AI

IDG Ventures India Led $1.87 Mn Funding In Financial Adv...

Kristal.AI, an AI-powered digital asset management platform has raised $1.87 Mn in a Seed funding round led by IDG Ventures…

Omidyar Network Led $2.8 Mn Seed Funding Round In Fintech Startup Kaleidofin

Omidyar Network Led $2.8 Mn Seed Funding Round In Fintec...

Chennai-based fintech startup Kaleidofin has raised over $2.8 Mn in seed funding from Omidyar Network. Blume Ventures and individual investors…

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Paytm Launches Wealth Management Products Gold Gifting a...

Digital payments player Paytm has announced the launch of two new services – Gold Gifting and Gold Savings Plan as…

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Paytm Sets Up Its Wealth Management Division Paytm Money...

Vijay Shekhar Sharma led fintech startup Paytm has set up its financial products arm Paytm Money Ltd. Paytm Money will…

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Wealth Management Startup Fisdom Raises $3.8 Mn From VC ...

Personal wealth management startup Fisdom has raised $3.8 Mn (INR 25 Cr) in a round led by Quona Capital. Existing…

Fintech Startup Asset Vantage Acquires US Based Financia...

Cloud-based asset management company Asset Vantage has acquired Santa Clara-based portfolio management firm, Financial Navigator, for an undisclosed amount. With…

The Problem With Wealth Management Robo-advisors

Robo-advisors (automated investment advisors) have become the flavour of the month in the financial services industry. Artificial intelligence (AI), machine…

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