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Solving the Real Problems in Financial Planning

By Genofin Labs | July 8, 2025
Solving the Real Problems in Financial Planning

Most investors rely on unregistered advisors or DIY their finances β€” like self-medicating instead of seeing a doctor.

What goes wrong?

  • No proper risk profiling
  • Investments done for quick returns or advisor commissions
  • No use of transparent, tech-enabled financial assessment tools

Our Approach

We believe finance is like health. For real progress, you need certified financial doctors β€” Registered Advisors & Planners.

You don't need to start a business to grow your wealth. πŸ‘‰ Instead, invest in businesses that are doing well.

Our Solution: Arthik 360 (Your Financial Hospital Solution)

A platform built for advisors to automate financial planning:

  • πŸ” Scan – Fetch data from Multiple systems - bank,credit card, income tax, books, security market investments and scan both structured and unstructured data with the help of ML.
  • βš™οΈ Transform – Our trained AI Models creates a Finance Kundali: income, net worth, assets, risk score.
  • πŸ“ˆ Deliver – Plan goals, allocate investments, track progress time to time.

Let’s shift from random investing to goal-based financial fitness. Built for the future of advisory.

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