Chocopie Wealth Management

Company Description

Chocopie Wealth Management is an upcoming digital wealth management platform. The purpose of this platform is to provide online wealth management services through web and app based models to cater to customers' needs for savings & investment, gaining adequate life cover & health cover, and creating portfolios for various life goals like education, marriage, retirement, children etc. We aim to provide easy access for a large number of people to both wealth management products as well as financial planning tools, which has traditionally been limited to a very specific set of population (HNIS & UHNIs), leaving the majority of the population behind. A large part of the population does not get the advantage of availing financial planning tools & products, either due to lack of access or lack of understanding. We solve for both. Hopefully, we will end up democratizing wealth management in the process.