FundExpert

📍 Bengaluru, India🗓 Founded 2020👥 7 employees💰 Last funded Jun 2023
FundExpert by Kotak is a comprehensive online wealth-management platform designed to simplify your clients investment journey. As an AMFI-registered financial distributor, we offer a wide range of financial products, including mutual funds, equity, insurance, and more. Our user-friendly platform provides a holistic view of your clients multi-asset portfolios, enabling you to make informed decisions. With features like zero paperwork, secure transactions, and expert guidance, we empower you to build a strong financial future together. Download the FundExpert Premium app for an effortless experience.
3
Total investors
2
Early stage
1
Mid stage
0
Late stage
2020
Founded
Investor geography1 country
India
3
Investor activity2022–2023 · investors recorded per year
2022220231
Recent (last 2y)Earlier
Frequently asked questions
Who invested in FundExpert?
FundExpert has 3 investors on record on gritt.io, including 2 early-stage backers, 1 mid-stage.
When did FundExpert last raise funding?
The most recent investment in FundExpert recorded on gritt.io was in June 2023.
When was FundExpert founded?
FundExpert was founded in 2020.
What industry is FundExpert in?
FundExpert operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is FundExpert based?
FundExpert is headquartered in Bengaluru, India.