Raised US$21 million in a Series D (Jan 2022) round led by Accel Partners, with participation from Transpose Platform, Omidyar Network, InnoVen Capital and others.
Founded in 2012 and incorporated in May 2013, its is a Bengaluru-based fintech / wealth-management startup that offers digital investment advisory and mutual fund distribution services. It operates an online platform providing curated portfolios, financial goal planning, and easy access to equity, debt, and tax-saving mutual funds. As of mid-2025, its team size is estimated between 100-250 employees.

• As of 2025, it crossed ₹100 crore revenue, became profitable, and is managing assets under management (AUM) of ~₹20,000 crore
• Serving over 100,000 customers, operating in more than 2,500 cities & towns across India.
• Recognitions: Included in “WealthTech 100” by FinTech Global, winner of IAMAI’s Best Innovative Wealth/Asset/Investment Management Service award; also Red Herring Asia