How efficiency plays at https://t.co/WFduWI1AyJ app @NWTracker
1️⃣Switch from Regular to Direct Funds with just 3-clicks.
No need to open a broking account. 🧵
February 2025, I had all the conviction I needed to fly down to Mumbai and build for Indians, and NRIs across borders.
An initial month of Market Research as a solopreneur and I validated the gap and need.
#Founder#FinTech#WealthBuilders#BuiltForBharat#PivotMoney#MeraIndia
3/ You can buy Mutual Funds via your Distributor who would offer joint holding but only offers you Regular Fund and you end up paying up to 1.5% p.a. of your returns compounded annually.
Identified these 3 costly problems for Mutual Fund Investors:
1/ Getting a joint Mutual Fund requires endless paperwork & a physical KYC
2/ Online platforms push you towards single holdings 👇
Do you too believe that finance is a family matter, and your wealth is better built, grown and managed when it protects & secure your family?
#WhyBehindWealth#PersonalFinance
Pivot Money app enables:
-Bulk switch from Regular to Direct Mutual Funds saving up to 1.5% p.a. of your returns
-Joint-survivor mode holdings to ensure no legal hassles upon your passing
And the team agreed wholeheartedly. We found a female voice for the Pivot Money in-house and I could not have been prouder for the thought process of the team building and bringing it in the world for our users.
One thing that consistently bothers me across industry discussions is the lack of gender-inclusive pronouns, and in June, we were imagining a voice for our Pivot Money app, we explored the AI voice repository for a long time. 🧵
#AI#HumanVoice#WealthForAll
“We need a female voice for our Pivot Money app, the long standing binary that finance belongs to man and woman runs the household, let’s break that!”
Today, women run the finances as much as men do!
#InclusiveWealth#FamilyWealth
With a one-stop-solution for Networth Tracking, product selection for Portfolio Allocation and a hybrid AI + Human Advisory, we tune in your fears, aspirations, dreams and desires throughout the journey to build, track and protect your family wealth.
#Wealthbuilders
At @NWTracker we have made a sincere attempt to simplify and democratise the sophistication around personal finance and wealth management. I with my agile team have been working in trenches, huddled for last 5+ months, and we are humbled to launch our app mid-July.
#Founder
To enable integrated Financial Management where the app shows a range of investment options (product selection) for informed decision making, https://t.co/WFduWI1AyJ works with secure and trusted Account Aggregators that help you transfer your financial information to us safely.
https://t.co/WFduWI1AyJ complies with SEBI, RBI, and DPDPA regulations with regular audits and 100% encryption.
We DO NOT and WILL NOT share users' information with third parties.
We prioritise privacy, security & consent while offering innovative services and solutions.
Entrusting your wealth to an app, advisor, or platform should be empowering.
And this one core principle of “trust” we keep returning to all the way from ideation, iteration and innovation at https://t.co/WFduWI1AyJ.
#BuildwithPurpose#FinTech
How efficiency plays at https://t.co/WFduWI1AyJ app @NWTracker
1️⃣Switch from Regular to Direct Funds with just 3-clicks.
No need to open a broking account. 🧵
@NWTracker 2️⃣Our AI powered + Human Advisory, factors in your fears, aspirations, dreams, desires.
We help you build an empathetic, intelligent, and tailored portfolio. (2)
With https://t.co/WFduWI1AyJ app @NWTracker, the rewards are:
✅Networth Tracking anytime.
✅AI-powered fund recommendations for Portfolio Allocation.
✅SEBI Registered Investment Advisory for family wealth management.
#PersonalFinance#IntelligentWealth
At @NWTracker, we are creating, reimagining, & revolutionising a complete financial ecosystem.
https://t.co/WFduWI1AyJ is our first product in this direction, with its 4th iteration, the team is obsessing for efficiency.
#EmpoweringWealth#PersonalFinance#FamilyFinance