Jash Koradia — CEO

Hey! I am Jash Koradia, Founder and CEO of Pivot Money. We are launching our first app, Pivot Money by Networth Tracker to revolutionise financial planning and wealth management for Indian families globally. The app is built to serve Indians, and it enables - Bulk Switch of your Regular Mutual Funds to Direct Mutual Funds, with just 3 clicks and increase up to 1.5% of your annual returns. - Joint and Either/Survivor Holding of your Mutual Funds that ensures your wealth gets passed on to your family seamlessly in case some tragedy happens, your family gets the financial security to process and cope-up with the emotional loss. - Tracking of all assets in one place, at a family level - Human + AI advisory to factor in unique family dynamics of Indian families, your personal fear and aspirations regarding wealth while making an intelligent portfolio with/for you - starting off with Mutual Fund advisory, Equity advisory, succession planning and more. Pivot Money is driven by a personal mission: democratise sophisticated tools for wealth management to every Indian, and thus empower them on their financial journey. As we work towards extending our services to NRIs and solving their problems- from Remittance to Investment in India to Repatriation, and building a truly global, family-level net worth tracking application, I am eager to connect with VCs, fellow founders and professionals passionate about fintech innovation, wealth management, or digital transformation in finance.

Stackforce AI infers this person is a Fintech innovator with strong expertise in financial planning and product management.

Location: Toronto, Ontario, Canada

Experience: 7 yrs 7 mos