One trusted relationship. Every financial need.
We match investors to a wealth manager they can trust, then extend that trust to every expert their money will ever need.
Questions we hear every day
I want to buy a home. Can I afford one and a half crore?
- Needs
- Wealth manager
- Loan provider
- Real estate agent
People don't want to learn finance. They want someone they trust to guide it.
Not another app
Nobody wants a twelfth login.
Not more information
There is already too much of it.
A trusted mentor
For every next decision, for life.
Trust compounds.
A relationship that starts with one folio ends up holding a family's whole financial life. Every next question comes to the person they already trust.
The cluster
A wealth manager's circle of trust, made visible and made to work. Like a multi-speciality hospital, with the wealth manager as the physician who knows the whole patient.
Match. Manage. Multiply.
Three phases. One relationship. Each one pays.
Find the right wealth manager, from real signals on both sides. The investor decides who sees them.
The operating system a wealth manager runs the day on. Built first, because its data is what Match runs on.
Every adjacent service, delivered through the cluster and shared with the wealth manager.
Intelligence that only trust can produce.
A match compares what an investor arrives with against what a cluster has already done for people like them.
Real transactions
Portfolios, SIPs, flows and behaviour, ingested daily.
Real intent
Goals, family events and future needs, in the investor's words.
Trusted channel
A permissioned investor and wealth manager relationship.
Who needs what, when, and through whom
Relevant offers through a trusted advisor. Aggregates only, consent-gated, and the investor always decides.
The team
Enterprise software, consumer scale and financial services, already in the room.
Anupam Mangudkar
Second-time founder. Built and exited a bootstrapped technology company to Constellation Software.
LinkedIn
Ninad Kulkarni
BITS Pilani. Generative AI and scalable architecture. Former Senior Engineering Manager at Peak.
LinkedIn
Talk to us
Investors, wealth managers and specialists who want to join a cluster: write to us.
Phone
+91 98906 88965Office
Kohinoor World Tower, Tower 3, 703, Old Mumbai Pune Highway, Pimpri, Pune.