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About Us

Our Story is an award-winning digital-first platform that enables independent mutual funds distributors to grow their AUM with state-of-the-art technology. Financial products like mutual funds, corporate FDs, insurance etc have extremely low penetration in India, with an untapped market of 19.5 crore households. India is not a DIY market hence mutual fund distributors will play a crucial role in deeper penetration of financial products, especially in tier 2 & 3 cities and beyond.

Our approach is to provide cutting-edge technology-enabled solutions to such IFAs that will enable them to service their clients and scale their business with ease. As per AMFI-BCG report published in August 2019, Mutual Funds industry is expected to grow to USD 1.5 trillion dollars (Rs 100 trillion) in next 7-8 years. A significant part of this growth will come from investments beyond the top 30 cities. is poised to capitalise on this opportunity with its unique combination of smart technology and human touch.

Our Amazing Team

Meet Our Small Team That Makes Those Great Products

Anurag Garg, CFA

Founder & Chief Executive Officer

Anurag has conceptualized and brought together multiple stakeholders to make a thriving organization today. He has 30+ years of experience in a unique blend of financial technology, research & data operations.

Sridhar Srinivasan

Sridhar Srinivasan

Co-Founder & CTO

With Over 25 years of experience in various technology and management roles, Sridhar strongly believes in the power of technology and collaborative thinking to solve business problems.

Pradeep Bhasin

Pradeep Bhasin

Co-Founder & Chief Business Officer

Pradeep has 19 years of experience in the financial services industry, having worked with leading banks, asset management cos and fintech. He has built businesses from scratch-B2B & B2C(HNI, Institutional, Retail Sales etc). He was working as Senior Director & Business Head(Wealth Management & Insurance) with Mobikwik prior to joining us.

Barinder Singh Deol

Vice-President Sales

Barinder has 17+ years of Sales management experience in the Insurance, Finance & Broking industry. Previously he was working as Director with . Prior to that he was working with HDFC Bank as an Assistant Vice President. 

Rajesh Kumar Ram

Rajesh Kumar Ram

Assistant Vice President – Technology

Rajesh spearheads platform development activities and has more than 14 years of experience in developing solutions in the financial services domain.

Vishal Rohta Assistant Vice President - Operations

Vishal Rohta

Assistant Vice President – Operations

Vishal has over 14 years of experience in the banking and wealth management business with substantial exposure to back-office operations. His skills include setting up/streamlining internal processes and compliance.


We are supported by marquee investors, who believe in our vision.

And other Prominent angel investors who are successful
entrepreneurs, venture capitalists and fund managers

Our Partners