Deep Domain
Expertise
The intersection of finance and technology
WHO WE ARE
We are experienced and passionate professionals building a scalable platform that can efficiently act as the bridge between product manufacturers, vertical aggregators and the financial advisors.
Online platform for mutual fund distributor
GeorgeMitra_dia
financial planning tools and techniques
Wealth Management Software
GeorgeMitra_dia
financial advisors
Robo Advisory India
Our Team
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Technology

Comprising deep tech professionals with functional expertise in Process Mapping, System Architecture, Robotic Process Automation (RPA), APIs, DevOps and Cloud Infra management the team comes with an experience of building Cloud-native solutions for a range of industries including banking, healthcare, manufacturing, and consumer retail. They bring with them the ability to create a cutting edge fintech platform for financial advisors that is robust, secure, and adaptive

Products, Research & Advisory

The team has worked with leading wealth management firms and has worked on investment solutions to help large and sophisticated relationship management teams advise UHNIs and HNIs in India. They are now working on democratising this knowledge, translating their experience to source and actively curate products– both domestic and offshore – to bring the same level of access, research and advisory to financial advisors across the country. They are helping Fintso write the algorithms that are going to help advisors review and monitor client portfolios on a real-time basis.

advisorsadvisors

Products, Research & Advisory

The team has worked with leading wealth management firms and has worked on investment solutions to help large and sophisticated relationship management teams advise UHNIs and HNIs in India. They are now working on democratising this knowledge, translating their experience to source and actively curate products– both domestic and offshore – to bring the same level of access, research and advisory to financial advisors across the country. They are helping Fintso write the algorithms that are going to help advisors review and monitor client portfolios on a real-time basis.

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Operations & Servicing

The core team has been on the forefront of the entire evolutionary journey that the distribution community has gone through – from paper based, to PC based, to execution platforms. They understand the complexity required to bring simplicity and have helped define the operating procedures anduser journeys as we move into Cloud based platform solutions. They are passionate about what they do and are a driving force behind the continuing evolution of Fintso to make the journey of the end user truly world class

Business Development

The team members are veterans from the financial industry, having served financial advisors through reputed organizations in the asset management, insurance broking and fintech domains. They work with the Technology team actively to help identify and address the needs of this community, based on their experience, insights and the deep relationships forged over years. The team is committed to enabling the entrepreneurs who are the backbone of the advisory community, to do more and do better for their clients.

advisorsadvisors

Business Development

The team members are veterans from the financial industry, having served financial advisors through reputed organizations in the asset management, insurance broking and fintech domains. They work with the Technology team actively to help identify and address the needs of this community, based on their experience, insights and the deep relationships forged over years. The team is committed to enabling the entrepreneurs who are the backbone of the advisory community, to do more and do better for their clients.