Cashvisory funding, investors and company details

Cashvisory is an emerging Banking and Finance startup from Kolkata, working in the space of Robo‑Advisory & Personal Finance, Wealth Planning Platform (gamified digital financial planning). Founded by Arpita Sinha, Utkarsh Chaudhary.

Company: Cashvisory Private Limited
Sector: Banking and Finance
Location: Kolkata
Founders: Arpita Sinha, Utkarsh Chaudhary
Total funding raised: ₹1.2 Cr

Company overview

Cashvisory is a digital financial advisory and wealth‑planning platform in India designed to simplify personal finance for young professionals and first‑time investors. It uses a gamified, robo‑advisory approach to help users create, manage, and execute holistic financial plans, combining goal‑based planning, investment guidance, expense tracking, and debt management in a user‑friendly interface. The platform’s smart algorithms provide tailored recommendations and real‑time “what‑if” analysis, making financial decisions intuitive and educational rather than intimidating. Cashvisory’s DIY digital journey helps users set clear financial goals, optimize savings, and build diversified investment portfolios, democratizing access to quality financial planning. The company aims to make wealth planning accessible, affordable, and engaging for every household by breaking down complex concepts into simple, actionable steps. Its product also includes personalized budgeting tools and insights, encouraging better money habits and long‑term financial health. By blending technology, gamification, and unbiased advice, Cashvisory stands out in India’s fintech landscape as a next‑generation personal finance platform.

Funding rounds

Latest round (Pre-Seed): ₹1.20 Cr. ($ 0.14 Mn), 2023-12-29. Investors: SucSEED Indovation Fund, EvolveX Accelerator, Ashok Agrawal (RPI eSolutions), Deepika Asthana (Eleveight), Upasana Koul (Eleveight)