Transforming financial services in India
At Zoeybox, we are transforming financial services in India. As a digital-first platform, we focus on helping customers maximize their wealth and businesses by offering tools to manage and grow their assets. Our offerings include mutual funds, tax planning, and retirement planning, aimed at addressing the low penetration of financial products, particularly in Tier 2 and Tier 3 cities.
We combine cutting-edge technology with personalized services, enabling financial advisors to enhance client relationships and expand their reach. With the mutual fund industry projected to grow to USD 1.5 trillion in the next 7-8 years, Zoeybox is positioned to capitalize on this opportunity with a comprehensive suite of products, including business loans, company loans, and startup funding.
At Zoeybox, we are not just a financial platform; we are partners in achieving long-term financial success through corporate loans or customized financial strategies.
Vikram is the driving force behind Zoeybox, leveraging over a decade of experience in finance. He aims to empower independent financial advisors and promote financial inclusion across India.
An expert in client engagement and financial advisory, Subhankar builds strong relationships, provides tailored solutions, and ensures seamless communication to help clients achieve their financial goals.
Karan fosters strong client relationships by providing tailored financial solutions and expert guidance in planning and investments.
Santosh creates user-friendly experiences on the Zoeybox platform, ensuring our technology remains innovative and efficient.
Sunil specializes in backend systems, ensuring platform performance and security.
We are proud to partner with financial institutions and advisors across India, offering comprehensive financial solutions to millions of untapped households.
Explore a full range of financial services, including mutual funds, PMS/AIF, startup funding, health and general insurance, business and retail loans, corporate finance, and life insurance. Our expert solutions help you manage wealth, protect assets, and achieve both personal and business financial goals.
