Startup Atlas · Fintech

Fisdom Acquired

Finwizard Technology Private Limited ● Bengaluru, Karnataka ● Founded 2015 ● fisdom.com ↗

Subramanya S V · Co-founder & CEO Anand Dalmia · Co-founder & CBO Ramganesh Iyer · Co-founder

$42.4 MnTotal funding (tracked)

7Funding rounds

9 Jan 2024Last round

500Team size (sourced)

Fisdom: Business Model Canvas

The nine-block Business Model Canvas, filled in only where a public source states it — empty blocks mean we haven't found a citable fact yet, not that the answer is zero.

Value Propositions

Simple, accessible, trustworthy investing

Fisdom's stated aim is to make investing as simple, accessible, and trustworthy as possible, addressing jargon, mis-selling and complex KYC pain points.

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One app, multiple products

All-inclusive investment suite covering mutual funds, stocks, IPOs, ETFs, SIPs, NPS, insurance, tax filing and retirement planning in one app.

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First to fully digitize account opening/KYC in India

Fisdom states it was the first company in India to completely digitize account opening and KYC process.

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Customer Segments

Mass-affluent and affluent retail investors

Core DIY platform serves the mass-affluent and affluent segment of customers investing in mutual funds, stocks, insurance, tax filing.

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High-net-worth individuals, businesses and families

Served via Private Wealth / Portfolio Management Services with a dedicated personal wealth manager.

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Bank customers via embedded wealth-tech partnerships

Fisdom runs the wealth-tech business inside partner banks' apps, reaching customers of 15 national and regional banks.

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Customer Relationships

Firm-wide customer support ethos

Fisdom states customer support is not just the job of the customer support team but of every individual in the firm.

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Dedicated personal wealth manager (HNI segment)

Private Wealth customers get access to a personal wealth manager.

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Channels

Embedded wealth-tech integration inside partner bank apps

Fisdom works deeply with 15 national and regional banks, running their wealth-tech business inside the banks' own mobile banking apps.

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Standalone Fisdom mobile app and website

Customers also access Fisdom directly via its own mobile app (com.finwizard.fisdom) and website fisdom.com.

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Key Activities

No cited public information yet.

Key Resources

SEBI/NSE/BSE regulatory registrations

Finwizard Technology Private Limited is a member of NSE (Member code 90228) and BSE (Member code 6696), SEBI Registration No. INZ000209036, plus IRDAI Corporate Agent license CA0505.

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500+ employee team

Fisdom states it has a 500+ employee team.

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Key Partnerships

15 national and regional banks

Fisdom runs the wealth-tech business for 15 national and regional banks.

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Indian Bank, PNB, Union Bank, Bank of Maharashtra and others

Fisdom's homepage lists Indian Bank, PNB, Union Bank, and Bank of Maharashtra among its partner banks.

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PayU (investor and strategic backer)

PayU led multiple funding rounds in Fisdom (2019 $11M, 2020 $7M, 2022 $14M, 2024 $5M) as its largest institutional backer.

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Revenue Streams

No cited public information yet.

Cost Structure

No cited public information yet.

FAQs on Fisdom

What is Fisdom's business model?

Fisdom's core value proposition centers on Simple, accessible, trustworthy investing, One app, multiple products, First to fully digitize account opening/KYC in India.

Sources & corrections. Every fact on this page is compiled from cited public sources — follow the “source” links beside each entry. Profile sources: www.fisdom.com inc42.com · Last verified 15 Jul 2026. · Report a correction