FinRep: Revolutionizing Financial Planning with AI

Surendra Yeleswaram and his team at Finrep are on a mission to transform financial planning. This fintech startup addresses the increasing stress of managing finances and highlights the importance of expert consultation.

Surendra’s journey into fintech began during his time as a senior executive at a startup. Witnessing his friends struggle to manage disposable income and loans effectively made him realize the need for timely financial assistance. A pivotal conversation with his colleague, now co-founder  Anushka Mayekar, inspired them to “airlift” their higher purpose of providing crucial financial guidance.

The initial phase was challenging. Working tirelessly for over six months without extra backup, Surendra faced skepticism and a lack of support from close ones. Despite being labeled “good for nothing,” he remained resilient and committed to his vision.

In just six months, Finrep has achieved significant milestones. They transitioned from ideation to a successful blogging and financial reporting platform. They received appreciation from Pune E Stock Exchange Ltd. on its MSME IPO and attracted over 1000 website visitors.

Driven by a higher purpose, Finrep aims to be a resourceful entity delivering state-of-the-art financial services. They aspire to be the most reliable financial service brand, safeguarding people’s trust.

Finrep plans to leverage Artificial Intelligence (AI) to revolutionize financial planning. They intend to gamify finance using their FPAT (Financial Planning and Tracking) model, making financial management more engaging and effective.

As of last week, Finrep proudly serves 100 clients, a testament to their rapid growth and the trust they have garnered in a short span. This achievement underscores theory’s commitment to providing top-notch financial guidance and support.

Key contributors to Finrep’s journey include Janvhi Gurav, the catalyst of the project, and Anup Jadhav, the tech architect & Sahil Babar with his finance expertise. For more information, visit www.thefinrep.com or connect with them on LinkedIn.

With a focus on AI and a mission to simplify financial planning, FinRep is now set to partially launch their website on July 31, 2024, positioning themselves as a financial planning aggregator platform. The full integration of their AI technology will be completed in the coming months, so stay tuned for updates.