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CASHVISORY, Investment Advisory Platform, raises 1.2 Crore in Pre-Seed Round

Cashvisory PreSeries Round

Cashvisory is a Kolkata-based financial advisory platform and has raised Rs 1.2 crore in a pre-seed funding round led by SucSEEDIndovation Fund.

The round also saw participation from EvolveX, We Founder Circle, and a group of distinguished angel investors, including Ashok Agrawal, Upasana Koul, Deepika Asthana, and Upasana Kaul.

Co-founded by Arpita Sinha and Utkarsh Chaudhary, Cashvisory is on a mission to empower every single individual, irrespective of their knowledge, skills or background to make financially savvy decisions and achieve their goals.. The company provides digital DIY approach, offering a unique journey that simplifies complex financial concepts through gamification and real-time what-if analysis.

Utkarsh Choudhary, Co-Founder and CEO of Cashvisory, said,” With Cashvisory, young individuals no longer need to miss out on critical compounding opportunities simply because they lack guidance on where to begin or access to the best advice. Our mission is to democratize quality financial advice, ensuring affordability and accessibility for every young professional, a privilege previously limited to high-net-worth individuals (HNIs).”

Utkarsh Choudhary said the funds will be deployed to propel Cashvisory's go-to-market strategy, which includes the introduction of tailored investment portfolios and the development of an AI-driven mobile app.


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