BUSINESS BRIEF

The company is a fast-growing embedded finance platform that enables BFSIs and D2C platforms to offer financial products through an API-driven infrastructure. It allows digital-first companies and asset manufacturers to create customized financial solutions for businesses, individuals, minors, and NRIs to invest digitally.

Proven Technology:

  • Robust API and SDK platform simplifying integrations for over 20+ BFSI partners.
  • Supports distribution across 42+ AMCs and over 3,500 Mutual Fund schemes
  • Partnered with 3 NBFCs and 2 banks for FDs

Highlights:

  • Single API to access 42+ AMCs, 3500+ mutual funds, and multiple banking systems
  • Partnered with 3 NBFCs and 2 banks for FD distribution
  • Plug-and-play solutions for quick integration with BFSI systems
  • Modular infrastructure for individual, corporate, and NRI clients
  • Enhances efficiency, reduces costs, and shortens go-to-market timelines
  • 1.75 Lakhs Transactions fulfilled and 7 lakhs+ Monthly API Calls

Partnerships:

  • Cambridge Wealth
  • PayPoint
  • LGT Wealth India
  • altcase
  • Tartan and more

Products & Services

  • Mutual Funds
  • Fixed Deposits

Additional Information

Traction & Financials :
• Mutual Fund AUM of INR 160 Crores+ with SIP Book of INR 2.5 Crores+
• ARR of INR 1.5 Crores, with positive cash flow in Mutual Fund offerings
• Monetization of Fixed Deposit products planned for Q2 2025
• Potential to scale revenue to INR 3 Crores by March 2026, translating to 2X the current ARR, without new investments. An investment of INR 2.5 Crores in H1 2025, can enhance the revenue estimate to INR 7 Crores by March 2026

Proposal
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Industry

FinTech

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Sub Industry

Wealthtech

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Nature of Business

B2B

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Sector

Services

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Reason for sell-off

Strategic Realignment or Pursuing New Opportunities

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Location

India

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Region

Western

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Open For Dilution

100 % (Complete Buyout)

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Top Customer

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Deal Size

INR 15 - 20 Cr

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Justification

Based on market multiples

Business Operation Information
Financial Information
2024 (in INR Cr) 2023 (in INR Cr) 2022 (in INR Cr)
Sales
0.84 0.26 0.24
EBITDA
PAT
Business Documents