Fundsroom is an online investment platform founded in 2020 based in Pune, India with around 60 employees. It allows users to invest in various asset classes like mutual funds, digital gold, real estate, and insurance on a single, technologically advanced platform. Fundsroom aims to provide a wide range of investment options to help users select investments tailored to their demographics, capital, knowledge, and interests. The platform caters to all types of investors from high net worth individuals to retail investors.

1. Fundsroom
CEO -Abdul Moiz Sar
Headquarters -Pune Maharashtra
Company size- near bout 60 employees
Company stage -unfunded
Founded year -2020
Overview :- It is an online investment platform
which brings various investment asset classes
under one umbrella. The asset classes include but
not limited to Mutual Funds, Digital Gold, Real
Estate, Insurance etc. We provide a simple and
technologically robust platform wherein the users
can not only invest but also explore different
investment sectors. We utilize data driven
analytics, advanced technical tools to ensure a
seamless investment journey for our users.The
beauty of our platform is that we provide a wide
range of investment asset classes which facilitates
the user to select the best sector according to his
demographics, investment capital, knowledge,
interest etc. A platform where all classes of people
ranging from HNI to retail investors can come and
invest towards a valued tomorrow.In a nutshell,
Fundsroom is "Shop of investment "!

2. Why fundsroom ?
-Allocating your money with the expectation
of getting some benefit down the line.
- There are various sectors wherein you can
put your money into and can get returns on it
in the future.
- Investment sectors offered: Choose from low
risk to high returns sectors and build yourself
a diversified portfolio.
- The benefit or profit generated via an
investment is called a return which can be
measured in ROI%.
Happy coustemers-8569+
Investors -11Lakhs
Transections -2.8cr

3. Provide qualityservice and
support-
1.Mutual Fund-
Investingin diversified
holding
Let the expert manage
Increase your funds
2. Stocks-
Higher liquidity
Versatility
Higher returns in shorter
periods of time
3.Real estate-
Traditional investment
sector
Cash flow
Tax breakes and
deduction

4. 4.Bank
5.Digital GOLD
Robo driven system- A robo-advisor is an
artificial intelligence driven virtual
financial advisor. Robo-advisors are a
type of expert system optimized for
financial services, specifically for investing
and portfolio management advice.
Business analysis and market analysis
 A market analysis is a thorough
assessment of a market within a
specific industry. With this analysis,
you will study the dynamics of your
market, such as volume and value,
potential customer segments, buying
patterns, competition, and other
important factors.
 Business analysis is a professional
discipline of identifying business
needs and determining solutions

5. to business problems. Solutions
often include a software-systems
development component, but may
also consist of process
improvements, organizational change
or strategic planning and policy
development.
 Marketing analysts will require additional
communication skills because a business
analyst must communicate with many
departments, meaning solely speaking in
marketing terms will not suffice.
 Business analysts focus on “bottom-line”
metrics and KPIs while marketing analysts
emphasize metrics indicative of successful
marketing strategies and campaigns.
 Business analysts are concerned with
improving IT architectures as a whole, but
marketing analysts just want good
marketing tools that work together
Track your goals & Rebalance if required
Our goal dashboard lets you track every goal with
real-time update. Check the performance of goal,

6. rebalance it if required either by adding or
removing funds & be on the track to achieve
Advantageof Fundsroom:- We
understand there are numerous choices
for you to select your investment
platform. But what really differentiates
is the plethora of options we bring for
you. So be it tie-up with all the funds
houses in India or end to end digitised
process,we bring everything for you so
that you always remain in ahead in the
world of investment.
Paperless KYC(
Eaadhar based)
Fund Houses
Automated:-
( Robo driven
removes human biases completely. Starting

7. from e-mail & phone based registration,
completion of KYC through video, fund
suggestion based on risk profile & transaction
execution through BSE integration, everything
is automated to deliver seamless experience to
all the investors.)
Goal based Investment
Customer Services
We firmly believe that investment should always be linked
to goals & not to the investment product. Our system will
ask you to define the goal & based on various
demographic variables, it identifies the right set of
investment product that will help in achieving that goal.
So its always goal first & product later approach.
What is asset class?
An asset class is a grouping of
investments that exhibit similar
characteristics and are subject to
the same laws and regulations