Our Mission
Product Vision
Empower individuals from all walks of life, regardless of their background,to take control of their financial future by providing affordable, accessible and easy-to-understand investment guidance 24/7.
Target Market / Personas
Begin by targeting young professionals aged 25 - 35 who are starting to build their investment portfolio but feel overwhelmed by traditional financial advice, hidden costs, and market complexity. They are yet to have a financial advisor.
This group is tech-savvy, values self-education, and prefers digital-first solutions that offer autonomy and transparency.
What problems are we solving?
- Cost: Traditional advisors are expensive, charging high fees or a percentage of assets, making them inaccessible for many.
- Accessibility: Advisors are limited by time and location, and often don't serve people with smaller portfolios.
- Poor Education: Most people lack financial literacy, leading to poor decisions and significantly impacting their ability to build wealth.
- Time Saving: Few have the time to learn the complexities of investing, leading to inaction or subpar choices.
- Actionable & Understandable Advice: Existing platforms offer generic, oversimplified advice, often lacking transparency and personal relevance.
- Trust Issues: Hidden fees and opaque advice create mistrust, leaving users unsure if they're getting unbiased guidance.