Wealthtech startup InvestValue Fintech is setting the stage for its next phase of growth by seeking to raise $5 million in funding. The capital will be strategically directed toward scaling Neofindesk, its flagship digital wealth management platform.
This fundraising effort comes at a time when India’s wealthtech space is witnessing a sharp rise in investor interest, driven by growing retail participation and a demand for tech-driven financial planning solutions.
What Is Neofindesk?
Neofindesk is a next-gen wealth management platform built to offer hyper-personalized investment planning, portfolio tracking, and advisory services to retail investors, financial advisors, and small wealth firms. The platform integrates AI and machine learning to provide data-driven insights, automated portfolio rebalancing, and risk assessment in real-time.
Neofindesk aims to democratize access to financial intelligence, allowing even first-time investors to make informed decisions without relying solely on traditional advisors.
Why the $5 Million Matters
According to the company, the $5 million fundraise will be used for:
- Product development and enhancement of Neofindesk’s AI-driven capabilities
- User acquisition, especially across Tier 2 and Tier 3 cities in India
- Partnerships with fintechs and NBFCs to expand platform services
- Hiring engineering and financial talent to build a more robust backend
With a stronger product and expanded reach, InvestValue hopes to cement its place in India’s booming digital investment ecosystem.
Market Outlook
India’s wealthtech market is expected to touch $60 billion by 2027, with over 100 million new investors entering capital markets through platforms like Neofindesk. Investors now seek goal-based planning, real-time financial insights, and low-cost advisory, making technology central to future investment experiences.
Founder’s Vision
According to InvestValue’s leadership, “Neofindesk is designed to simplify the complexities of wealth management for India’s digital-first generation. With this funding, we aim to bring smart investing tools to millions who are new to financial planning.”
Final Thought
InvestValue Fintech’s fundraise signals both its ambition and the market’s appetite for intelligent, scalable, and accessible wealthtech platforms. As Neofindesk evolves, it could become a game-changer for middle-income investors and independent advisors alike.
