P CUBE MOBILITY PRIVATE LIMITED

In their own words

Mowize, a 'Holistic Digital Personal Finance Management Tool' has been conceived & developed with a vision to focus on an Individual & its family’s ‘Financial Well Being’ which following objectives: - 1. Helps achieve personal financial goals by investing surplus income in most optimal manner 2. Consolidate & provide protection from any loss of personal investment information to ensure that individuals hard earned money is available for the intended purpose 3. Bring Investor centricity by eliminating sale biases of sellers and re-sellers of the financial instruments, which are primarily driven by high profits and commissions The ultimate vision is to make Mowize, a Mobile Financial Universe, for each individual and their families to achieve three key objectives of prosperity, protection and peace of mind for them as far as their personal wealth is concerned. It will initially target low to higher middle-income segment with regular income as they have limited/inadequate access to quality investment advice and generally the investments are scattered/not well organised. Mowize comes with following current features, 1. Algorithm based Investment planner 2. On Tap Tax and Investment advisory. Investment advisory will be focused on Real estate, Loans and MF 3. Click and create functionality for individual's investment and loans in 34 different categories 4. Consolidated Wealth reports with end of day time valuations 5. A very Unique collaboration feature to securely share your investments and insurances with family and friends, on need to know basis 6. You can Manage portfolio for family of 4 with a single access 7. Everyone reminds of premium and EMI payments, Mowize reminds you when your claim is due Future development post funding will include Portfolio Analyser, Machine learning and AI based advisory

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