FINWISER TECHNOLOGIES LLP

In their own words

Finwiser Technologies LLP is a fintech and regtech technology company building a compliance-first personal finance platform for the Indian market. The platform helps individuals gain clarity over their finances by providing a structured view of assets, liabilities, income, expenses, and financial goals. The company operates strictly as a technology provider. It develops and licenses software to regulated financial intermediaries, including SEBI-registered Investment Advisers, enabling them to deliver structured, suitability-aligned financial planning to their clients. Finwiser Technologies LLP does not provide investment advice, distribute financial products, or make return or income guarantees. The platform is designed around consent-based financial data access aligned with India’s Account Aggregator ecosystem, with strong emphasis on data privacy, auditability, and regulatory governance. Its core innovation lies in applying balance-sheet and cashflow-based financial modelling, goal-centric planning, and explainable decision logic, rather than return-driven or one-size-fits-all portfolio approaches. Finwiser aims to improve household financial outcomes by promoting financial visibility, disciplined planning, behavioural suitability, and reduced dependence on mis-selling or unverified advice, while supporting the scalability of regulated financial advisory services across India.

Written by the company on its public Startup India profile. Not verified by us.