The startup develops fintech platforms that provide goal-based investment planning and paperless transaction capabilities for users in the mutual fund industry. By leveraging certified professionals and online tracking tools, the platform enables users to efficiently manage their investments and achieve their financial objectives.
Funding
$10M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals find it challenging to navigate the complexities of mutual fund investments and lack access to personalized guidance, leading to suboptimal investment decisions and hindering their ability to achieve financial goals. Traditional investment platforms often lack the human touch and tailored advice needed to build robust financial plans.
Solution
AssetPlus provides a hybrid investment platform, combining digital tools with personalized guidance from certified financial advisors to simplify mutual fund investments. The platform enables users to define their financial goals and risk appetite, then receive a curated portfolio tailored to their specific needs. AssetPlus also offers tools to track both internal and external investments, encouraging disciplined investing and providing periodic portfolio reviews. By integrating expert advice with a user-friendly interface, AssetPlus aims to empower individuals to achieve financial independence through informed investment decisions.
Target Audience
AssetPlus primarily targets individual investors seeking assisted investment solutions in mutual funds, ranging from beginners to experienced investors who desire personalized guidance and a consolidated platform for managing their investments.
Features
- Goal-based investment planning with personalized portfolio recommendations
- Access to certified financial advisors for expert guidance
- Consolidated view of internal and external mutual fund investments
- Automated tracking of portfolio performance with periodic reviews
- Paperless KYC and investment process
- Support for multiple asset classes including Mutual Funds, NPS, Corporate FDs, Insurance, and Loans
- Mobile app available on both Android and iOS
- Option to invest in ELSS mutual funds for tax savings under Section 80C