Fisdom

Overview

Mumbai-based fintech firm founded in 2015, specializing in digital wealth management and investment services for Indian users. It offers a comprehensive suite of financial tools, including mutual funds, stocks, ETFs, bonds, and retirement planning solutions. Its user-friendly mobile app and web platform feature innovative services such as Pause/Restart SIPs, smart withdrawals, and advanced portfolio analysis.

With over one million active customers and significant assets under management, the company has won multiple awards for its fintech and wealth management innovations. It collaborates with banks nationwide to embed its wealth-tech solutions, enabling customers to invest directly from their banking apps. The platform supports both self-directed and managed investing options to serve a broad client base, including high-net-worth individuals.

Basic Information

Contact Details

• Phone: +91 96425 96425
• Website: fisdom.com
• LinkedIn: linkedin.com/company/fisdom

Key Focus Areas & Initiatives

• Digital wealth management
• Investment management
• Personal finance
• Mutual funds & SIPs
• Retirement & tax planning
• Portfolio analysis & management
• Bank-integrated wealth solutions
• App-based investing experience
• Wealth-tech innovation
• Digital onboarding & KYC processes
• Financial literacy & investor education
• High-net-worth client service
• Regulatory compliance (SEBI registered)
• Automated investment recommendations
• Bespoke investment portfolios

Technologies Used

• AI
• Amazon AWS
• Atlassian Cloud
• Gmail
• Google Analytics
• Google Apps
• Google Cloud Hosting
• Google Play
• Google Tag Manager
• Mobile Friendly
• Nginx
• React
• Remote
• Shutterstock
• Slack
• WP Engine
• WordPress.org
• YouTube
• reCAPTCHA

Affiliated Organizations & Regional Branches

• Fisdom Academy
• Tax2win