Cashvisory

Cashvisory 🚀 Simplifying Investing for First-Timers
📈 Pre-curated portfolios & guided journeys
💡 Learn. Invest. Grow
📲 Start with just ₹10 a day!

Passive vs. Active Investing: Which One Wins in a Turbulent Market? 📈⚖️Inflation is eating away at your savings—so how d...
27/03/2025

Passive vs. Active Investing: Which One Wins in a Turbulent Market? 📈⚖️

Inflation is eating away at your savings—so how do you protect your wealth? Should you play it safe with passive investing, or take charge with active strategies? 🤔

Join our Co-founder and Vineet Patawari, Co-Founder of and as they break down market cycles, risk management, and how to craft a resilient portfolio. Get expert insights and actionable strategies to maximize returns.

📅 Date: March 29, 2025
⏰ Time: 03:00 PM | Duration: 1 Hour

Register now: https://www.elearnmarkets.com/webinars/passive-vs-active-investing-secret-to-navigating-a-turbulent-market?utm_source=cashvisory.com&utm_medium=social&utmcampaign=webinar29mar

📢 Reserve your spot now! Limited seats available. Link in our story

20/01/2023

Investor education remains at the heart of our mission. What better way to do our limited release than conducting financial literacy sessions for the uninitiated, highly motivated young folks, at the start of their wealth building journeys!

We have conducted multiple financial wellness sessions across India for 1000+ attendees, and here's a look at what they have to say.

Do reach out to us if you would like to conduct a session for your organisation and help your employees in their financial wellbeing.

08/10/2022

We attended couple of weeks ago and had the opportunity to learn from the very best about some key topics that most startup founders struggle with. It was a great place to network with all the stakeholders of the startup ecosystem- the investors, the founders and the enablers.

Thanks to Taxmantra Global team for the amazing event they put together and of course to Alok Patnia (Taxmantra Global - ProfitBoard Ventures) for the insightful sharing.

Cashvisory is proud to make it to one of the top 6 startups amongst 600 applications at the Young Indians Financial Incl...
21/09/2022

Cashvisory is proud to make it to one of the top 6 startups amongst 600 applications at the Young Indians Financial Inclusion event ! It's a huge step for the entire Cashvisory team as we march towards democratising personal finance for the young India.

We thank Young Indians, Velocity1 and Freeflow Venture Builders for organising such a revolutionary startup enabling event in association with The Institute of Chartered Accountants of India, West Bengal Industrial Development Corporation Limited, Invest India, and Confederation of Indian Industry.

12/09/2022

What a wonderful session with Matrix Media Solutions (P) Ltd. on ‘Financial Wellness for Employees’!

It was a pleasure to showcase Cashvisory to a live audience, after a series of online sessions in Covid times. Such enthusiasm and active participation from almost 70 team members! Amazing feedback on the session as well as the product demo.

Our favorite was, “I have been following Ankur Warikoo because he made finance so simple to understand. Your session and platform was exactly that! Very simple and relatable.”

There has been a spate of bad news about the economy - the rising prices, the mass layoffs, the stock market plunging - ...
29/06/2022

There has been a spate of bad news about the economy - the rising prices, the mass layoffs, the stock market plunging - name it, and we have heard it. If you feel it’s starting to affect your mental health, you’re not alone.

Join us for this session with experts from both personal finance and mental health domains to help you to rein in your financial stress.

RSVP NOW 👉 https://forms.gle/oiGTpHJBsuzGq5d77

What you’ll get from this session:
✅ Guidance from financial experts on taking measures to avoid financial emergencies
✅ Insights from certified psychologist on preventing negative thoughts from sn*******ng during financial crisis
✅ Advice to take corrective measures for good mental health when going through bad economy

Adulting is hard! We are trying to do too much in too little time. But it doesn’t have to be that way. With the right gu...
22/06/2022

Adulting is hard! We are trying to do too much in too little time. But it doesn’t have to be that way. With the right guidance and support system, we can definitely take off some of the burden.

At least when it comes to financial worries, we at have your back. And if stress and anxiety continue to linger, we have the mental well-being experts from on our side too!

Join us for this amazing session where we talk about everything under the sun related to financial worries and its impact on our work, life and relationships. Register now: https://tinyurl.com/Amigo-Cashvisory

Does managing your money seem overwhelming? Do you wonder if there are smart money hacks to become financially independe...
13/06/2022

Does managing your money seem overwhelming? Do you wonder if there are smart money hacks to become financially independent? If yes, then this 1 hour Master Class, by Certified Financial Planner Tasneem Arsiwala, will guide you to save and invest your money the right way. 

📌Join us on Saturday Jun 25 4-5pm (IST) from the comfort of your home.

Register from the link in the bio now!

This session includes discussion on: 
✅ How to ensure you invest according to your risk appetite 
✅ Goal setting for your investments 
✅ How to manage financial anxiety when it comes to unexpected bills 
✅ How to manage debt 
✅ Various investment options that you can consider 

This webinar will cover everything from scratch and handhold you through each concept to get you started on your financial journey. By the end of this webinar, you will have a definite action plan to manage your money as well as grow your investment portfolio. So what are you waiting for? Join now!

26/05/2022

Ever wondered how to achieve financial independence? Here we have a step-by-step journey to financial freedom, as described by self-made millionaire Grant Sabatier.

07/05/2022

Is your loan amount falling short of your cash requirements? Did you know that there is a financing option that is offered over and above the existing loan amount?

Follow on Instagram to learn about different topics on finance while keeping it fun and interesting.

Visit https://www.cashvisory.com/loans to manage your loans and save interest costs. Get your free analysis report now!

29/04/2022

LAUNCH ALERT 🚀 : We’re so excited to share that our loan advisory and ex*****on engine is now live! Our roboadvisory engine not only enables a smooth loan application, but it also guides you on your current loans so that you can manage them effectively, making sure that you achieve your goals.

Check out our website to find out how amazing this is - https://www.cashvisory.com/loans

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9/2A, Topsia Road, (South)Apartment No. 4B, Pushpanjali Chambers
Kolkata
700046

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