All in One
AI-driven enterprise and consumer platform for wealth managers. Business intelligence software designed for modern financial services.
From transactions to trusted relationships. Identifies which investors to meet, when, and why with meeting notes and touchpoint insights.
Never miss a service request again. Combines task and leads management with investor holdings visibility for faster, accurate responses.
Delivers white-labeled portfolio reports, XIRR, P&L statements, and capital gains reports with grandfathering support.
Right investor, right time, right nudge. AI identifies investors needing action, such as suggesting SIPs during downturns.
Schedule meetings, log tasks, and access portfolio data instantly from anywhere. Wealth management on the go.
The ChatGPT for investors. Chat-based interface letting investors query portfolios and generate summaries interactively.
CAGR Labs Pvt Ltd offers a comprehensive marketplace and enterprise software to enhance productivity and service for financial product distributors.
Our mission is to enhance financial health by delivering innovative AI-driven solutions and advanced data analytics through a B2B2C model, providing impactful insights and solutions to businesses and their end customers.
To revolutionize the financial management sector by becoming the leading provider of AI-powered solutions, transforming how individuals and businesses achieve financial success and stability globally.
Our Belief:
At CAGR Labs Pvt Ltd, we believe in democratizing access to professional financial services, ensuring that every individual, regardless of their background, can benefit from expert guidance globally. As the number of retail investors continues to surge, the availability of regulated, professional services has struggled to keep pace. We are committed to bridging this gap, empowering retail investors by connecting them with the right partners, and enhancing their financial literacy. Our mission is to make sophisticated financial advice and services accessible to all, enabling a more informed and financially secure society.
Chief Executive Officer,
Director
Chief Technology Officer,
Director
Mentor,
Director
HR & Admin Manager
Founding Engineer
Associate Account Manager
Senior Engineer
Software Engineer
Kohinoor World Tower, Tower -3, 703, Old Mumbai Pune Highway, Pimpri.
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