Is Cashvisory SEBI-registered?
Yes, Cashvisory is certified as SEBI-registered investment adviser (RIA), ensuring compliance, transparency, and expert financial guidance.
How does the consultation call work?
Our consultation calls connect you with an expert who provides unbiased investment and insurance guidance. Book a call, discuss your needs, and receive personalised recommendations.
Do I need financial knowledge to start my journey with Cashvisory?
No, you don’t need prior financial knowledge. Our platform simplifies complex financial concepts and guides you step-by-step to make informed decisions.
Does Cashvisory have a mobile app?
Yes, our mobile app allows you to plan your finances, get investment recommendations, execute them and manage them on the go. You have access to expert guidance whenever you need it. Download App
What are the pricing plans for Cashvisory services?
The Cashvisory platform is free to use. Cashvisory also offers flexible pricing plans tailored to different financial needs. Please visit Plans and Pricing to understand which plans work best for your financial goals.
