Leading Mid-Corporates of India 2022

8 Experts' View Leading Mid-Corporates of India 2022 How would you describe the journey of your company since its inception? What are some of the key milestones of the company in the recent years? Fintoo has definitely come a long way. The trajectory of our growth has been very impressive, and it gives me great pleasure to see that we have already achieved so much. Speaking about the journey, I moved to Mumbai after graduating to pursue Chartered Accountancy. Post which, I started my practice without anyone’s support, and the spark of entrepreneurship kept pushing me to do something of my own in the wealth segment. In 2004, I founded Mihika Insurance and Financial Consultant Pvt. Ltd. with my wife, Suchita Hingar, and started working as a traditional mutual fund distributor company that also provided taxation and investment services. By 2008, we formally initiated Financial Hospital Advisor LLP and upgraded to financial and wealth planning advice along with Wealthtech Robo Advisory Private Limited Manish P. Hingar Founder income tax returns and other allied services. In 2015, we roped in Ms. Anu Khanchandani as our tech partner and laid down the foundation stone of Robo Advisory in the Wealth Tech space. In 2018, we established our online distribution platform, www. fintooinvest.in. We launched our first AI-based Robo Advisor platform (www.fintoo.in ) in March 2021, and in 3 months and managed to close 1000+ clients using organic marketing. Along with having our offices in India, we have extended our branch to Dubai. We plan on adding more Indian metro cities to our roster shortly. Some of our recent milestones are: In 2016 Fintoo was awarded tech aid by IBM under the Global Entrepreneur program. In 2018 we were selected as “Tycoon of Tomorrow” by Forbes magazine. And in 2022, we were selected by Economic Times for “Business Transformation Leader.” What has been the success mantra of your company? Fintoo has been building TRUST and TECHNOLOGY in the Wealth Management domain since 2015. Client sustainability is our biggest success mantra and we want nothing more than to earn the trust of our customers and consider our unbiased expert recommendations before making any financial decisions. Can you share about the company’s product offering and business? Fintoo is a SEBI Registered Investment Advisor Firm having its registered office in Mumbai. Our WealthTech initiative helps people to manage their wealth by offering Robo advisory in wealth and taxes. Our trusted Robo Advisory Platform has an Interactive Chatbot that delivers Comprehensive and Personalized Wealth & Tax Advisory Services to those who cannot afford a personal wealth advisor or elite wealth management company. Our mission is to place Fintoo at the front end of all other investment platforms and formalize the financial planning space by building a system that focuses on providing client-focused and real-time wealth management advice. Justifying our thought, “Building TRUST and TECHNOLOGY in Wealth.” , till now, we have assisted over 1.25 lac clients, comprising Indian residents, NRIs, and ultra-high net worth individuals, to achieve their financial goals. Our hybrid digital model has two broad approaches: 1. Automated Robo Advisory 2. Assisted Advisory In the Advisory business, we offer: 1. Financial Planning and Wealth management 2. Tax planning 3. Estate Planning Apart from wealth advisory, our investment marketplace platform (www.fintooinvest.in) offers an entire bouquet of investment products. Dun & Bradstreet