The Fintso Special

Stocks on the Rocks

Fintso is an API-based Platform-as-a-Service for Financial Advisors and their clients. It provides a backbone for enabling a financial entrepreneur to scale his business by offering a holistic service and product basket by increasing client engagement, provide execution and operations support, and help them concentrate on their core activities, by leveraging the Fintso API-led platform. It allows manufacturers and vertical aggregators to create a virtual omnichannel for distribution and provide the crucial linkage to product manufacturers, who are finding it difficult to efficiently service the large pockets of customers spread across the country.

The startup is a next-generation B2B2C provider to the finance industry for smart solutions and allied services aimed at the ecosystem players and is founded by Wealth management Industry veterans, George Mitra and Rajan Pathak.

Fintso’s vision is based on the David-Goliath theory - to enable stand-alone players go head -to- head with behemoth, organized players in their industry and help them win by putting the tools needed to make them competitive and showcase their innate strengths. Fintso is the Catapult that David uses to vanquish Goliath.

About George Mitra -

George Mitra is a co-founder of Fintso, a B2B2C model providing a deep tech-enabled platform as a service (PAAS) for the financial advisor and vertical aggregators. At Fintso, George will channel his 25 years of industry experience for product innovation, advisory solutions and financial planning. George’s motive behind Fintso is to ‘Enabling Entrepreneurs’ to democratize wealth management by offering fintech which led independent entrepreneurs a platform to offer best practices, services, and products.

Prior to founding Fintso, George Mitra was the CEO of Avendus Wealth for the tenure of 12 years where he was responsible for the growth of the wealth management business with a team of 115 people pan India and scaled up the business to manage over $ 4 bio of client Assets. Though started with Engineers India Limited as a Designer Engineer, he later moved on to Deutsche Bank as a management trainee in 1997 where he found his niche in Finance Industry. During his 13 years at Deutsche, he worked extensively with the leadership team of wealth management on creating financial planning models, leveraging technology for clients in South-East Asian Markets. He also led the India-Singapore corridor at Deutsche and successfully marketed various products to NRI clients based in Singapore and Geneva. He holds an MBA degree from the Faculty of Management Studies, University of Delhi, and a Bachelor of Technology degree from Jadavpur University, Kolkata.

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No financial advice was given in the episode, please ask your financial advisor before investing your money.