• Get Your Financial Report

    A customized algorithm that generate a unique financial plan for the user based on his/her preference, current financial position and future aspiration. It provides holistic guidance on how much and where to invest your hard-earned savings in a systematic manner to maximize earning potential of your saving, using them to meet all your future requirements/aspirations and ultimately retire with good financial health.

  • Get Investment Advice

    We have a panel of Experts Advisors who we onboard after a very robust screening process These experts have proven track records and high credentials as far as giving advice and servicing is concerned. They have many years of experience and will help you prepare your plan and invest.

  • Manage Your Wealth

    Use our click and create functionality to organize your financial life in 34 different categories. Click or upload the photo or the document of your investment, our algorithms create it all in few seconds.You can manage your family portfolio (of four) with single login.

To know more about our new plan ahead feature.
Watch How it works




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Mowize: Your Virtual Financial Assistant!

What's in store for you

  • Personal Financial Plan

    Get a unique financial plan based on your current financial position and future aspirations.

  • Professional Advice

    Get personalised advice from our pool of advisors.

  • Virtual Assistance

    With our virtual assistance functionality, you are just one click away to get your financial life organized.

  • Secure

    You can completely bank on our system. It is secured by SSL with SHA-2 and 2048-bit encryption

  • Free Cloud Storage

    Create a safe backup of all your investments and liabilities, accessible anytime & anywhere.

  • Easy Access

    Get access to all your financial details on your fingertips - digitized and stored safely with Mowize.

  • Sharing

    Create your own secured financial network and share the necessary financial information whenever required.

Get registered, all it takes is 2 minutes !

By clicking Sign Up, you agree to our Terms and that you have read our Policy

Our Team

Rajat Shail Kumar

With an exceptional career spanning over 17 years, Rajat Shail Kumar, a Chartered Accountant, has garnered unparalleled professional expertise in establishing, managing, and developing businesses. Rajat is an alumni of the prestigious SRCC, top global multinational like Ernst & Young, KPMG and has experience in strategic and senior leadership positions with multi-billion dollar global and domestic enterprise. Rajat has been fulfilling the role of a leader for majority of his career, characterized by his propensity to think big, create a clear vision, align and motivate his team while communicating effectively with all the stakeholders to realize primary organizational objectives

Ravi Gupta

Ravi is a Rank holder Chartered Accountant, CFA Charter holder from the CFA Institute USA and Gold Medalist Commerce Graduate from SRCC with 15 years of experience of managing various facets of finance, building business strategies, valuation, investing and funding. During his last stint as Finance Head for GEMS Education India, he played an important role in growing the business from just one operational school in India to 11 schools. Ravi has been instrumental in formulating India business growth strategy and implementing the finance strategy which involved total funding exposure of over USD 1bn.

Komal Hasija

She is currently heading the Sales, Marketing and CRM departments in Mowize. She comes with an experience of 18 years in Operations Management, Collections Management and Client Relationship Management. She has previously worked in companies like Birlasunlife Insurance, Vatika real estate.

Supriya Sachdeva

Supriya Sachdeva, a talented and ardent PHP developer with an experience of over 7 years, is the Chief Architect of Mowize's backend systems and a complete go-getter.With a Masters in Computer Applications from Guru Jambheshwar University of Science and Technology, her deep focus and expertise in modern web programming languages and database management tools keeps the Mowize web engine running smoothly and error-free.

Ravi Mathpal

Holding a Bachelor's degree in Computer Science from Lingayas University, Ravi is a quick learner and absolutely passionate about technology. He is the expert behind the mobile application programming and modern UI design development at Mowize. Highly driven and talented, he has previously worked as an Android developer for a US based pharmaceutical firm as well as developed apps for the E-commerce industry providing geo-location delivery and mobile billing services.

Plan your Dreams. Fulfill your dreams.