Moolaah

Your Wealth, Your Way: A retail digital family office

General Information
Company Name
Moolaah
Founded Year
2021
Location (Offices)
India +1
Founders / Decision Makers
Number of Employees
11
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Moolaah - Company Profile

Moolaah is an independent wealthtech ecosystem, with the aim of delivering a better financial future to individuals and families with the help of expert advisors. Additionally, we have a complete client centric private wealth solution with modern interface that gives you control over your whole financial life in one place. Data-driven automation from smart rebalancing to cash management ensures that you make the most of your investment with your aggregate portfolio, and execute transactions seamlessly with no extra charges. Our Application will automatically organizes all your investments, helping you to plan your goals and uses machine learning to help you save and invest with an expert advisor who monitors, tracks and books all your profits. Plus, our platform serves you an asset allocation with diversified asset classes instead of typical fund based advisory- Mutual Funds, Equity & much more. Moreover, we have the most experienced and innovative advisors who bring the best investment solutions from across asset classes. They have joined Moolah from across the industry because they are committed to constantly improve and deliver the best client experience Hollistically, whether you are investing for the first time, selling your company, exercising stock options, or thinking about how to pass on wealth to the next generation, your Moolah is there to support you in all aspects of your wealth. Managing all your investments and taxes on one app, with a SEBI licensed & registered advisor.

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