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Current company Beyondirr
Financial Services · 41 employees · Founded 2021 · Mumbai, India
Unlock the Potential of Your Wealth Business At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs, RIAs) so that they can deliver a better experience to their clients. We intend to assist them with technology-enabled and insights-driven capabilities on markets, investment products as well as client portfolios. We also aim to provide them access to products that are currently accessible to only a select few, so that they can offer such niche products to their clients. With BeyondIRR, take your wealth business to greater heights by delivering a superior client experience. Get access to market updates, and product insights, and create customized portfolios. BeyondIRR offers the following - Have Insightful Conversations with Clients: On Markets, Products, and Portfolios - Prepare for Your Client Meetings: Instantly with Actionable Insights - Access Differentiated Products - Construct and Review Your Clients’ Portfolios: Personalise - Quickly and Comprehensively Founded in Nov 2021, Parag Kasliwal, Deepesh Bhargava, and Anupreet Choudhary are the co-founders of BeyondIRR. The founding team comprises individuals from IITs, IIMs, CFA, etc. It brings together deep insights into the investments and the wealth management industry with more than 40 years of collective work experience in building and running businesses for LGT Wealth, ICICI, Barclays, 360 One, and significant financial institutions in India.