About Us

A wealth-tech platform providing end to end support to existing wealth managers and consumers to achieve their financial goals.

Our platform, an algorithmic wealth advisory solution, delivers a tangible and comprehensive financial plan based on the information provided by the user, including details regarding income, expenses, assets, liabilities, and financial goals.

55 million households in India in need of self-serve financial planning products. Organized players in India have ~14% penetration of personal wealth management compared to 50-75% on average in developed nation.



Co-Founder & Chief Believe Officer

Exp: 20yrs+

A chartered accountant with experience in financial planning, tax advisory and wealth management.

Co-Founder & COO

Exp: 20yrs+

Experience in HR, accounts and operations

Chief Digital Officer

Exp: 25yrs+

Software Developer, Project Manager and Agile Coach, doctoral researcher @ SSBM Geneva.

Chief Revenue Officer

Exp: 10yrs+

wealth & tax management with key focus on UHNI, HNIs and family offices.

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