Cashvisory
Founded 2020 Β· 10 employees on LinkedIn Β· 5 known investors
Cashvisory offers an AI-powered platform for retail investors to learn about investing and build personalized investment strategies based on their risk tolerance, alongside access to financial experts. The platform also lets users manage investments, insurance, and loans in one place, with gamified financial literacy tools.
Also known as Cashvisory Pvt. Ltd.
Investors Β· 5
Also in the syndicate Β· 3
Company profile
researched Aug 2026Cashvisory operates a consumer financial advisory platform that bundles investment, insurance and loan decision-making into a single service. Users can follow a self-directed (DIY) guided journey using calculators and planning tools β for example retirement age and monthly savings estimates and goal planning for objectives such as retirement, children's education or a vehicle purchase β or book a call with the company's financial experts for tailored guidance.
Product lines listed by the company include mutual funds, stocks and curated stock baskets, wealth advisory, robo advisory for portfolio optimisation, loan advisory aimed at reducing interest cost, insurance planning delivered in partnership with Ditto, and a corporate wellness offering. The company describes AI that builds a unified strategy across investments, insurance and loans and tailors plans to a user's risk tolerance, and says it uses Nobel-prize-winning algorithms to construct customised portfolios. Other stated features are gamified financial literacy tools, transparent pricing without hidden fees, and bank-grade data security. Cashvisory Pvt. Ltd. is a SEBI Registered Investment Advisor (RIA No. INA300017162).
Business model
Cashvisory provides advisory services and financial product execution to individual users through its platform, positioning itself as an alternative to traditional advisors with transparent, disclosed pricing rather than hidden fees. It maintains a pricing page and a corporate wellness line alongside its retail offering.
Advisory fees under a stated transparent pricing model, disclosed on a pricing page, with no hidden fees claimed; products span mutual funds, stocks, insurance and wealth advisory.
Traction
The company states thousands of users trust the platform and cites a 4.8 rating on Google, including a published customer testimonial.
Latest developments
Media headlines collected on the company's site report a pre-seed round of INR 1.2 crore (reported as roughly $144,000) led by SucSEED Indovation Fund and EvolveX, with We Founder Circle and angel investors participating; the EvolveX-related coverage also references Google Cloud backing early-stage tech startups. The site carries a 2025 copyright.
βΈFull profile β market position, technology, go-to-market, geography
Market position
An early-stage, SEBI-registered investment advisory platform in India that has attracted institutional pre-seed backing and coverage in Indian startup media.
Positioning combines on-demand access to human financial professionals with automated, personalised strategy generation, and consolidates investments, insurance and loans on one platform rather than requiring users to manage them separately.
Technology
An AI-based advisory layer that generates a unified strategy across investments, insurance and loans and personalises plans to user risk tolerance; robo-advisory automation for portfolio optimisation; portfolio construction described as using Nobel-prize algorithms; interactive gamified financial literacy modules; and security measures the company characterises as bank-grade.
Go-to-market
Self-serve digital onboarding ("Get Started Today") combined with a "Book a Call" motion connecting users to in-house financial experts, supported by content marketing through a blog, calculators and educational tools.
Retail individuals across experience levels β from first-time investors seeking beginner-friendly guidance and small-ticket starts, to experienced investors wanting focus and expert support β plus employers via a corporate wellness offering.
Geography
India; press coverage aggregated on the company's site describes Cashvisory as Kolkata-based.
Compiled by commissioned research from 1 cited public sources β announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed β not independently audited.
Timeline Β· 3
launches, deals, and filingsThe company's site states its insurance advisory and execution offering is powered by Ditto.
Cashvisory Pvt. Ltd. is stated to be a SEBI Registered Investment Advisor, RIA No. INA300017162.
Media headlines aggregated on the company's website report that Cashvisory secured INR 1.2 crore (reported as about $144,000) in a pre-seed round led by SucSEED Indovation Fund and EvolveX, with participation from We Founder Circle and angel investors.
$144K source β
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
βΈResearch sources Β· 1
primary sources listed
- Cashvisorycashvisory.com Β· web
1 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Cashvisory do?
- Indian SEBI-registered investment advisory platform combining AI-driven planning tools with access to human financial experts.
- Who are Cashvisory's investors?
- Cashvisory's investors include We Founder Circle, SucSEED Indovation.