Fisdom partners with Bank of Maharashtra to offer Wealth Management services

16 Feb 2022 , 11:46 AM

Fisdom, India’s leading wealth-tech company has joined hands with Bank of Maharashtra (BoM), to offer a comprehensive suite of wealth management products and services to over 29 million customers of the bank. This partnership will focus on enabling large-scale facilitation and distribution of wealth products and services through the Bank’s network of more than 2000 branches and its digital platforms including the Mobile Banking App and Internet Banking.

This strategic association is all set to enhance the customer’s value proposition by making quality and affordable wealth management services accessible to them through both physical and digital mode.  Fisdom’s diverse wealth management offerings will enable customers of Bank of Maharashtra to invest into mutual funds – through Bank of Maharashtra’s Mobile Banking App — Maha Mobile and Internet Banking facility.

Customers will be able to view all the details pertinent to funds in order to make well-informed decisions and also can track the performances of mutual funds real-time. Fisdom is also planning to expand its product suite and add multiple features to provide a seamless investment experience to the customers, in the days to come.

Fisdom offers one stop platform for investing in multiple products including mutual funds, direct equity, pension funds, HNI wealth products, etc to its customers and help them make informed investment decisions for every goal of their life.

Shri A S Rajeev, MD & CEO, Bank of Maharashtra said, “This facility envisages at enabling our customers to add varied options at their fingertip while enabling them avail services under one roof. This will foster our mutual fund clientele while giving them opportunity through diverse portfolios. This also shows our commitment for Digital Delivery which shall surely add fillip to our Digital journey in the days to come.”

Shri Anand Dalmia, Co-founder, Fisdom, said, “We are pleased to associate with Bank of Maharashtra in order to offer our complete range of wealth management offerings. We believe this strategic partnership will redefine wealth management for the customers of Bank of Maharashtra as we promise them a unique and convenient investment experience. At Fisdom, our constant endeavor is to provide all the multiple investment options to our customers backed up with thorough research and right guidance. We look forward to partner with various other banks in the near future and serve their customers with our innovative tech-led wealth management products and quality service delivery.”