WealthBloom powers goal-based robo-advisory for broking and advisory platforms serving first-time investors.
FOUNDED
2020
HEADQUARTERS
Bengaluru, IN
TEAM SIZE
65+
MONTHLY VOLUME
₹1,200 Cr AUM
About WealthBloom
Key Features
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Goal-Based Investing
Model portfolios mapped to specific financial goals.
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Risk Profiling
Automated investor risk assessment questionnaire.
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Rebalancing Engine
Automatic portfolio rebalancing against drift thresholds.
Industries Served
- WEALTH MANAGEMENT
- D2C & E-COMMERCE