Real financial advice to set your dreams on autopilot | Cashvisory Real financial advice to set your dreams on autopilot | Cashvisory

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DREAM BIG

You need to get hundreds of financial decisions right to make your dreams come true. How about you do the dreaming, let smart technology handle the decision making.

Plan, execute & manage all aspects of your finances using a state of the art robo advisor.


  Backed by:

grow your wealth with Cashvisory

Available Now TO purchase with guidance

We have made the products easy to understand, simple to apply and tailored to your needs.

  • Financial goal planning

    Goal planning

  • Mutual fund planning

    Buy mutual funds

  • Buy insurance to reach your financial goals

    Buy insurance

    Powered by
  • improve CIBIL and apply for better loans

    Apply for loans

Testimonials

Hear it from them!

  • This is a damn good service. It takes something serious and complex like financial planning and makes it like a strategy video game, while maintaining the rigour of a solid financial planning service. I am loving it.

    Karan Gupta
  • This product cashvisory is very helpful for the proper estimation of investment, risk, return, and the necessary changes you need to make in your financial planning. Another amazing feature of this product is - it is easy for all kinds of people, like who understand about finance or a common man.

    Pallavi Surma
  • Cashvisory, a platform that will help you to create your future plans and will provide you essential remedies and tips that helps you to remove all the backlog and hindrance from your future plan.

    Mohd Sohail
  • This is a damn good service. It takes something serious and complex like financial planning and makes it like a strategy video game, while maintaining the rigour of a solid financial planning service. I am loving it.

    - Karan Gupta
  • This product cashvisory is very helpful for the proper estimation of investment, risk, return, and the necessary changes you need to make in your financial planning. Another amazing feature of this product is - it is easy for all kinds of people, like who understand about finance or a common man.

    - Pallavi Surma
    Pallavi
  • Cashvisory, a platform that will help you to create your future plans and will provide you essential remedies and tips that helps you to remove all the backlog and hindrance from your future plan.

    - Mohd Sohail
    Mohd
  • I've been looking for this kind of product for 2 years and thank you so much, this is a brilliant concept and I'm already in love with the platform and the user interface. This is something that is actually needed in our system, especially for young bright minds who are serious about financial freedom. Huge thanks for that.

    - Kartik Singh Chauhan
    Kartik
  • This is one of many financial app I've came across but , this is the best I must say. Things are really easy to understand and anybody can use it with ease.

    - Dhruv Sajjan
    Dhruv

Why trust us

  • We're a SEBI certified Registered Investment Advisor.
    Cashvisory is registered with SEBI
  • Partnered with the most trusted Mutual Fund Platform.
    Cashvisory is a BSE mutual fund partner
  • Bank grade security and encryption to protect your data.
    Cashvisory protects your data with latest bank-grade encryptions

One inclusive solution.

INVESTMENTS

Give your dreams a boost.

FINANCIAL PROTECTION

Protect your dreams from life's uncertainties

FINANCIAL HEALTH CHECK

Learn if your financial ratios are in line with your dreams

One inclusive solution.

INVESTMENTS

Investments
  • INVESTMENTS

    Give your dreams a boost.
  • FINANCIAL PROTECTION

    Protect your dreams from life's uncertainties
  • FINANCIAL HEALTH CHECK

    Learn if your financial ratios are in line with your dreams
  • CREDIT

    Arrange funds to make your dreams come true.
  • GOAL TRACKING

    Check if you are on track to achieve your dreams.
  • EXPENSE ADVICE

    Maximize your savings to upgrade your dreams
  • TAX SAVINGS

    Save on your taxes to realise your dreams faster

Here’s How cashvisory assists you for a better tomorrow

When it takes just a few minutes to get your plan ready to execute, you’re more likely to do it

  • Get started, key in basic information and identify your goals.
    Step 1 - Input
    INPUT
    1
  • Sit back, relax and watch your personal financial plan generated within seconds.
    Step 2 - Plan
    PLAN
    2
  • Understand, compare and implement your solutions, all in one place.
    Step 3 - Execute
    EXECUTE
    3
  • Review your plan and track your financial journey at the click of a button.
    Step 4 - Track
    TRACK
    4
  • Modify your inputs and let your finances keep up with life's changes.
    Step 5 - Update
    UPDATE
    5

WhatsApp our expert to get clarifications at any time, get your burning questions answered at any point through the entire journey

We understand financIAl problems & you

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Commission driven biased advice
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roblems in financial advisory and their solutions by robo advisor
HIGH FEES & CHARGES AFFECTING RETURNS
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
finance can be difficult and boring
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor

We understand financIAl problems & you

roblems in financial advisory and their solutions by robo advisor
Commission driven biased advice
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
HIGH FEES & CHARGES AFFECTING RETURNS
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
finance can be difficult and boring
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
LACK OF SECURITY WITH SENSITIVE INFORMATION
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
GOING TO NUMEROUS CHANNELS IS TIRESOME
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor
NO WAY TO KEEP TRACK OF FINANCIAL PLANS
roblems in financial advisory and their solutions by robo advisor
roblems in financial advisory and their solutions by robo advisor

Why trust us

  • We're a SEBI certified Registered Investment Advisor.
  • Partnered with the most trusted Mutual Fund Platform.
  • Bank grade security and encryption to protect your data.
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