Transition Manager and Advisor at Mowize
Mar 2017 - Present
Mowize - Helps your money grow! A cloud based Fin-tech platform for personal finance management which is available on Web, iOS and Android platform that helps individuals in:- 1. Get Organised - Organising all financial documents by digitising it and linking it to the financial instrument categorised into Insurance, Investments, Accounts and liabilities with various sub-categories on cloud platform. 2. Track - Allows real time tracking of how investments are performing 3. Share - Allows creation of Eco-system and sharing of these instrument with family members, wealth managers, nominees etc over the platform with view or editable rights. 4. Get Informed - It facilitates informed and timely decisions with alerts and notification on various financial instruments and we would be hiring independent experts/advisers on Domestic as well Expat Tax who will respond to user queries related to taxation.