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5nance: Design Your Investment Plan with our Unique Algorithm-based Platform

5nance: Design Your Investment Plan with our Unique Algorithm-based Platform

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Dinesh Rohira, Founder & CEO

Dinesh Rohira

Founder & CEO

Are you worried about your child's education or marriage, SIP, MFs, your retirement plans, tax, insurance or any other investment schemes? Customers end up investing huge monies and face lots of problems while building their ideal investment portfolios as they have to approach different companies for each of the aforementioned products. The answer to these needs is 5nance – a one-stop-shop for all financial services. All the needs (investment, finance, risk management, insurance and tax advisory) of the consumers are highlighted and addressed by the firm with adequate advisory and products. 5nance is the only Indian exit advisory service provider that handholds customers from their goal-planning stage till they exit and aligns their exit plans with their financial goals.

Being customer-focused rather than product-agnostic, 5nance provides unbiased free advisory services to the investors and optimizes investments only after considering their specific goals and risk appetites. The company provides 360-degree solutions to clients, understands their financial & behavioral profiles, current earnings & investments and
future goals. 5nance empowers them to take complete charge of their finances to achieve their short & long-term financial objectives, there by providing them direct, impartial, comprehensive, research-based and structured financial insights. Its business database model utilizes the last five years data to tender various analytics, facilitating end-users to make informed choices. The FIT-SIP algorithm visualizes the investment value of SIP and enables investors to break down their variable expenditures at a single view.

Being customer-focused rather than product-agnostic, 5nance provides unbiased free advisory services to the investors and optimizes investments only after considering their specific goals and risk appetites

Tax-Max - Your Comprehensive Tax Advisor
Designed with a unique algorithmic combination featuring all aspect of investment methodology from a single standpoint. tax-max enables the customers to holistically plan their taxes at one place on a single app in less than 10-15 minutes. The consumers can obtain their tax proofs, perform tax filing and continuously monitor their investments on an ongoing basis via tax-max. Apart from
automatically tracking and monitoring customers’ investment portfolios, the platform triggers investors frequently to switch to different instruments, preventing them from unnecessary huge losses. “We also guide and design personalized services for millennials at an early stage and assist them in planning their entire financial timelines,” avers Dinesh Rohira, Founder & CEO. 5nance.

Secure & Futuristic
To establish & offer a secure transaction platform, 5nance aligns with almost all the regulatory endowing bodies (SEBI, AMFI & IRDA) in the financial investment space. No wonder, this B2C platform has tripled its customer base by serving clients such as Tech Mahindra, Hexaware, HDFC Mutual Fund, and MP Online among others, and envisions to enhance its revenue from 200 to 300 percent by March 2018.

This pioneering financial investment firm is currently working on various hybrid products such as loan + investment (give the flexibility to choose the interest rate on the loan), insurance + investment (changing the way customer look at various insurance products) and financial timeline (providing all the details of financial timelines, state of the goal at different stages and the provision of restructuring the plan at a single click). “2018 will be a year of new innovation products that will rollout on steady basis. We will capture different customers in terms of corporates and states within India and expand to the Far and Middle East countries,” concludes Dinesh.