How this AI-driven fintech startup is helping people make smarter investment decisions and reach financial goals
18 March 2019 1:56 AM IST
Bengaluru-based online financial advisory Capital Quotient focuses on a planning-first approach; at present, it largely caters to customers looking to pay back their loans by making smarter investment choices.
- algorithms, Capital Quotient claims it offers advisory on different asset classes on the platform, including mutual funds and stocks.
- Also read: At 13, he invested his parents’ money in the stock market; at 26, he runs a successful wealth management startupBringing the ‘saving’ quotient Capital Quotient, at present, largely caters to customers looking to pay back their loans by making smarter investment choices.
- An individual’s assets are brought together on a single platform for assessmentc)      Advisory: Includes a plan to help reach set financial goalsd)     Execution: Buying financial products.
- AI-based wealth management platform helps equity investors make moneyBut, will it survive the tide?Competition in the wealth management space is rife, with bigger players like PhonePe, Paytm, and MobiKwik having got their foot in the door.
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