5nance.com

Overview

5nance.com is an AI-backed investment advisory platform based in Mumbai, India, focused on long-term wealth creation through technology-driven financial services. Founded in 2010, the company utilizes artificial intelligence, big data, and advanced analytics to analyze market trends and data, helping customers make informed investment decisions.

The platform offers a variety of services, including portfolio management, mutual fund tools, financial health insights, and personalized investment advisory. It supports seamless transactions through users' own demat accounts, ensuring transparency in tracking investments. Additionally, it provides robo-advisory services that simplify financial planning with customized solutions, all backed by a secure platform.

The organization’s offerings include AI-powered investment strategies, mutual fund distribution, insurance advisory, asset and wealth management, and comprehensive financial planning services. It serves individual investors seeking research-backed financial advice to achieve their financial goals, emphasizing a customer-centric approach and leveraging a team with extensive experience in capital markets.

Basic Information

Contact Details

• Phone: +91 22 6713 6713
• Website: 5nance.com
• LinkedIn: linkedin.com/company/5nance

Key Focus Areas & Initiatives

• Financial advisor
• Investments
• Finance
• Mutual funds
• Tax planning services
• Free advice
• Fintech app
• Free advisory
• Technology
• Stock market
• Equity
• Stock recommendation
• Portfolio management
• Investment management
• AI based investment portfolio
• AI mutual fund management
• AI powered portfolio
• Allrounder
• Algrow
• AI SIP
• Systematic investment plan
• Retirement planning
• AI-backed wealth growth
• Fintech
• Asset management
• AI-driven risk mitigation
• Market trend monitoring
• Portfolio diversification
• Investment optimization
• Tax planning
• AI-powered investment advisory
• Financial health monitoring
• Financial planning
• Risk management
• Financial health assessment
• Mutual fund investment
• Market trend tracking
• AI-based asset allocation
• API integrations
• Automated rebalancing
• Personalized investment strategies
• Multi-asset portfolio
• Financial goal setting
• Financial data analysis
• Big data analytics
• Tax-max investment solutions
• Wealth management
• AI algorithms
• Wealth creation tools
• Algorithmic trading support
• Financial analytics
• Customer relationship management
• Dynamic portfolio rebalancing
• Systematic investment plans
• Investment advisory
• Robotic process automation
• Real-time portfolio tracking
• Asset allocation
• Loan advisory
• Market trend analysis
• High-caliber securities
• AI-driven financial advice
• B2C
• D2C
• Services
• Retail
• Other financial investment activities
• Risk assessment
• Financial reporting
• Finance technology
• Information technology & services
• Enterprise software
• Enterprises
• Computer software
• B2B
• Big data
• CRM
• Sales

Technologies Used

• AI
• ASP.NET
• Bootstrap Framework
• Gmail
• Google AdWords Conversion
• Google Analytics
• Google Apps
• Google Font API
• Google Maps
• Google Maps (Non Paid Users)
• Google Play
• Google Tag Manager
• Highcharts JS Library
• Mobile Friendly
• React
• YouTube
• Zendesk
• reCAPTCHA

Affiliated Organizations & Regional Branches