At Finagic, we believe that each and every person should be his or her own portfolio manager. Unfortunately, today there is a big divide between the tools that individual investors have access to and those available to institutional investors. Institutional investors' portfolios are professionally managed focusing on achieving their investment goals; on the other hand, individual investors are sold financial products. The financial industry spends huge dollars on advertising to the individual investor. That "Aggressive Growth Fund" sounds great on paper, but is it actual getting you to your financial goals?
We believe that this gap exists because the financial industry has made investors believe that what they do is really hard and hence cannot be executed on by the individual investor. Individual investors need to be educated, but even if they are, the bigger gap exists in the tools available to individual investors to empower them to make financial and portfolio management decisions.
At Finagic, we put the power back into the hands of the individual investor. We use Artificial Intelligence driven predictive insights and recommendations to analyze investors' portfolios and make active recommendations on what they should or should not invest in. We analyze market conditions and automatically conduct technical analysis. We automatically identify entry and exit signals. We transparently analyze securities and give investors insights into whether they can expect a return from their investment or not. These are just few of the features available with Finagic.
Gone are the days where an investor needs to read through tons of research reports, news articles, financials. Our platforms reads it all and summarizes; more importantly, we give you predictive insights and recommended actions on what to do.
Simply put, Finagic is your personal portfolio manager empowering you to make financial decisions to increase the value of your portfolio and achieving your financial goals.
co-founder and chief EXECUTIVE officer (CEO)
Samir Kapoor serves as the CEO of Finagic. In his role, Samir leads the entire company to achieve its business objectives. Samir, specifically focuses on areas of Business Development, Sales and Partnerships. Samir is also the founder and managing partner of Trillium Wealth Management in The United Arab Emirates. He has spent over 20 years in financial services and has a MBA from The University of Mumbai.
Credentials: MBA (Finance), Cert-PFS (UK), FAIQ (UK), AMFI (India) Member of the Million Dollar Round table - Top of the Table, BE (Engineering)
co-founder and chief operating officer (CEO)
In his role as COO of Finagic, Kunal manages the day to day operations of the company. He leads all functional areas internally ensuring we hit all our goals through various strategic and operational initiatives. Prior to this role, Kunal was a General Manager at Amazon, Director of Product at Groupon and COO of Unikrn. Kunal has a MBA from The University of Chicago - Booth School of Business and a Masters in Computer Science from Clemson University.
Credentials: MBA (Strategy, Finance and Entrepreneurship), MS (Computer Science), BE (Computer Engineering)