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Helping millions of Indians make smart financial choices

Founders on a mission

“Our mission from day one has been to make investing and wealth management simple, accessible and trustworthy”

Subramanya S V Co-founder & CEO, Fisdom

“Our goal is to empower more people to make smart financial decisions regardless of their net worth or level of financial knowledge”

Anand Dalmia Co-founder & CBO, Fisdom

Our Story

In 2015, we incorporated Finwizard technology, the company that runs the brand Fisdom. Investing was a pain in the back for customers then. It took anywhere between a few days to a couple of weeks just to complete the KYC. The difficulty of sieving through the jargon around financial products made it even more painful.

Most investment companies had someone visit the customer with a bunch of papers and a pen to help them invest. These were the days of demonetisation and long before the UPI revolution. The usage of apps for financial transactions was limited to e-commerce. Thus, from the very beginning, we had a single goal - to make investing as simple, accessible, and trustworthy as possible.

Since then, while a lot has changed, many things have remained the same. We still see investing as a complex activity, everything is jargon-filled, mis-selling is rampant, and personalization at scale is absent. We at Fisdom remain stoked about solving these challenges for our customers.

In 2016, we started with just one product - mutual funds. But we have several firsts to our name. Fisdom was the first company in India to completely digitize account opening and KYC process - something which subsequently became the industry standard. Also, we’re the first company in India to introduce the use of a payment gateway to process mutual fund transactions on the BSE platform. We were also the first to digitise Pension funds (NPS) completely. Another first for ours was launching a goal-based investment solution.

Over the next 3 years, we added insurance, tax filing, and stock broking. Recently, we also added an HNI wealth management business to serve the mass-affluent and affluent segment of customers.

Our biggest achievement by far has been convincing large banks to work with us to help their customers access investment solutions right within their mobile banking apps and in the branches. Today, we work deeply with 15 national and regional banks where we run their wealth-tech business.

Our Investors

Fisdom has focussed on the large emerging opportunity to democratize financial investing and has created a formidable moat through its partnership led distribution model. Fisdom’s founders have the passion, vision and understanding of the market and we are fortunate to be part of this journey.

Kiranbir Nag Partner

Fisdom is unique and holistic wealth tech platform whose market leadership is defined by the unprecedented success of their partnership model and digital delivery of products. Given Quona’s vantage point of backing transformative fintechs across four continents, we are delighted to partner with Fisdom.

Ganesh Rengaswamy Co-founder & Managing Director

Fisdom’s unique and ‘Industry-first’ B2B2C distribution model is a testimony to its innovative culture and a unique pool of committed founders and employees. PayU has always backed the most ambitious and innovative fintech teams in India, and we see ‘Fisdom’ right at the top of that pecking order.

Vijay Agicha Global Head & Strategy

Our Values

Changing the face of Wealthtech

Fisdom is a great app - easy to understand and navigate. They also create some great content on Youtube.

Koushik KS

I use Fisdom for all my investment needs. Mutual funds, NPS, Stocks and bonds. Now I file my taxes returns also on Fisdom.

Ashish KS

A promising platform for MF investments, the entire product range is sourced based on customer feedback and requirements.

Aditya Tiwari

Fisdom is a great place to work. Accountability and ownership is expected.. Internal job postings allowed me to shape my career in a different altogether.

Madhavi Shinde


Offices across India


Happy Employees

₹6400+ cr

Assets Under Management

$43 Million

Funds raised so far

Meet our team

Subramanya SV (Subu) Co-founder & CEO

Anand Dalmia Co-founder & CBO

Karan Batra COO

Nirav Karkera Head - Research

Sagar Parekh Head - Operations

Vishvender Singh Head - Digital Marketing

Mayank Tiwari Head - Engineering

Does our story resonate with you?

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