Wealth
within your reach

Who doesn’t want a secure future and financial dreams? But managing money and building wealth can often feel overwhelming. Cashvisory can tailor a wealth-building strategy for your unique goals.

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Smart Cashvisors

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DIY Tools with our Pro Guidance

Empower your financial future with Cashvisory’s innovative platform. Combine DIY tools with on-call guidance for informed decision-making.

Tech-powered Financial Insights Gain valuable insights into your financial health instantly. Make informed decisions and take proactive steps towards financial wellness.

Personalised Investment and Retirement Planning Strategise your investment and retirement goals with precision. Receive tailored recommendations based on your risk appetite and goals.

Access to Expert Financial Advice Get access to the best financial advice money can buy. Benefit from expert guidance and support every step of the way.

Education-first Approach Our gamified platform and education-first approach make understanding financial concepts a breeze. Navigate complex finance concepts easily with our bite-sized content, made exclusively for you.

Unbiased Recommendations Achieve better investment returns by saving on commissions as our direct funds are commission-free.

Personalised Investment and Retirement Planning

Tech-powered Financial Insights Gain valuable insights into your financial health instantly. Make informed decisions and take proactive steps towards financial wellness.

Personalised Investment and Retirement Planning Strategise your investment and retirement goals with precision. Receive tailored recommendations based on your risk appetite and goals.

Access to Expert Financial Advice Get access to the best financial advice money can buy. Benefit from expert guidance and support every step of the way.

Unbiased Recommendations Achieve better investment returns by saving on commissions as our direct funds are commission-free.

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Money not Invested = Money Lost

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Money not Invested

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Money Lost

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Is your savings account your only financial strategy? Inflation burns your savings and its value over time. Explore smarter ways to grow your wealth and ensure your money works for you.

Avg FD Rate (After Tax)

5.17%

Inflation Rate

4.71%

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3 Steps to Your Promising
Financial Future

Quick Risk Assessment

Craft Your Portfolio

Invest & Grow

Get Started

3 Steps to Your
Promising
Financial Future

Quick Risk Assessment

Craft Your Portfolio

Invest & Grow

Get Started

Achieve Your Dreams With Ease

We believe your financial goals are within reach. You do the dreaming, and let Cashvisory do all the planning.

Key to your Dream House Unlock the dream of your own home, with Cashvisory’s goal-based financial planning.

Provide Your Child a Stable Future Secure your child's dream education with our tailored investment plans.

Retire with Peace and Confidence Live your golden years to the fullest with a stress-free retirement roadmap.

Build your Wealth Empire Grow your financial potential and let us be your guiding light towards long-term financial security.

What Our Users Say

Cashvisory is the best investment advisory and management platform. I've previously used legacy players like Motilal but they turned out to be terrible at managing my money. Cashvisory, on the other hand, came in with a plan, worked with me to include my ideas and finally helped me develop a holistic investment approach to build wealth.

Deb Mk

Cashvisory has been fantastic in helping me navigate my investment goals. Utkarsh Chowdhary and his team are incredibly knowledgeable and took the time to understand my financial needs and risk tolerance. Their guidance is always clear and well-researched, giving me real confidence in my investment choices. Highly recommend Cashvisory for anyone looking to grow their wealth with a trustworthy, professional team!

Sankalp Klovertech

Professional, to the point, precise and extremely elaborate way of improving financial health and knowledge. This is the moto I feel cashvisory has. The founder Utkarsh is enthusiastic and at the same time leads with compassion with your financial journey. Apart from the EQ aspect, the team learns quickly if any process needs to be improved and implements it. I felt they do possess in depth insight and knowledge in the financial domain. I do feel secure with them about my financial journey.

Debabrata Mridha

Invest Smart, Wherever You Are

Invest on the go

Track your progress

Access expert guidance

Invest on the go

Track your progress

Access expert guidance

Your One-Stop Wealth Solution

We believe your financial journey is unique. That's why we offer diverse investment solutions to help you achieve your goals, whatever they may be.

Mutual Funds: Diversification & Growth Build a well-diversified portfolio with our curated selection of mutual funds. Minimise risks and maximise returns with professionally managed investments aligned with your goals and risk tolerance.

Stocks: Invest with Confidence Take control of your investments with our stock baskets. Invest directly in companies with strong fundamentals and a bright future, especially handpicked by our analysts and experts.

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FAQs

What does Cashvisory’s wealth advisory service include?

We offer personalised financial planning, investment strategies, risk management, and goal-based advisory to help grow and secure your wealth.

Who should consider wealth advisory services?

Anyone looking to build wealth, retire comfortably, manage risks, or optimise investments should consider our advisory services. Imagine us as your financial doctor, that will make sure your financial health improves and net worth goes up.

How does Cashvisory help in financial goal setting?

Our automated tools and experts assess your financial situation, identify long-term goals, and create tailored investment strategies to achieve them efficiently.

Do I need a large investment to start wealth advisory?

No, we cater to individuals at all financial levels, guiding wealth-building strategies that align with your budget and goals. You can start your investments with as low as Rs 10 per day.