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  • Great Companies

Fisdom, Winner of the Great Companies Global Business Award - 2022

Business Name: Fisdom

Name: Subramanya SV & Anand Dalmia

Location: Bangalore, India

Establishment (Year):

Category / Industry: IT Services

Sub Category / Sub Industry: Financial Service and Technology

Number of employees: >100 employees

Company Detail:

Fisdom is a Technology company operating in the financial industry which offers an investment platform (via App & web) to our customers through our B2B as well as B2C model. Their investment products vary across MF, Insurance, Stock Broking, Tax filing, and structured products.

The solutions to Customer problems:


Fisdom’s Primary business model is B2B wherein they tie up with banks, and NBFCs (e.g., UCO Bank, Indian Bank, Karnataka Bank, Bank of Maharashtra, etc.) to provide them with their technical & human expertise in the area of investments for their set of customers who otherwise had to go out and look for separate platform outside their primary banking to make any kind of Investment.


Most of their B2B partners lack the expertise in tech & knowledge of Investment products as well as platform development. Fisdom steps in to provide them with tech & human skill support. 1. Tech Support - their investment platform is integrated with the Net banking & Mobile Banking of their partners so that their customer when chooses to go on the investment tab gets a seamless experience. 2. Human Skills - provide human skills to their partners & their customers. their Wealth Managers are mapped location-wise to their partners who on behalf of their Partners interact with the customers to provide them with the utmost understanding of the investment products and also with post-purchase service support

Unique Value Proposition:

  • Fisdom has a monopolistic advantage in the market as they do not just provide the technology platform but also provide knowledge support to our partners & their clients through our Wealth managers.

  • their Wealth Managers help the clients with the understanding of the financial & investment products to make the purchase. They also support the partners & their clients with any post-purchase support needed.

Target Market:

At Fisdom, they approach customers via two business models. 1. Primary model is the B2B model through our Partners 2. Organic Clients via open market Fisdom ideal partner is any financial organization looking for extending investment solutions to their clients. the target customer is every Indian customer who has the potential to invest and save any amount that can to help them secure their future goals.

Internal Objectives related to innovation, customer service, and operational excellence:

  • Most innovative products/services,

  • Improve customer retention,

  • Reduce waste by a certain amount,

  • Paperless transactions to reduce our carbon footprints

A customer’s review:

  • Best value for the cost

  • Best Service

  • Understands my needs

The main point of attraction:

  • Positive Work Environment

  • Effective Communication,

  • A Fair Salary,

  • Job Security,

  • Freedom in the Workplace,

  • Work-Life Balance,

  • Offer Training and Development,

  • Growth Career Opportunities,

  • Entrepreneurial opportunities,

  • change of profile within the company

  • Focus on Employee engagement and wellness

Community / Society Service:

  • With their AI-backed investment advisory,

  • any client is able to make the right investment decision which helps them to secure their future goals.



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