We build the software layer for India's advisory relationships.
Fleek exists because financial advice in India runs on fragmented tools and fragmented information. We're building two things to fix that: an intelligence layer for the advisor's practice, and a goal-based planning platform for the households they serve. We hold a household's consent to the same standard as its portfolio.
A goal should tell you where it stands, on its own.
Most financial software runs a projection once and leaves it there. We'd rather a goal carry a real funded % and an on-track or at-risk status that updates itself, the way a good advisor would keep it updated by hand if they had the time.
None of that means much if a household doesn't trust what happens to their data. So every household on Fleek can see, purpose by purpose, what's processed about them and why — not a clause in a terms page, a screen in the app. We built it that way from the start, while India's DPDP Act was still being finalized, rather than adding it later to pass a review.
The client app's home screen, real screenshot
The principles behind how we build.
The goal comes first
A plan is organized around what a household is actually saving for, and whether it's funded, before it's organized around asset allocation.
Consent a client can see
What Fleek processes and why is visible to the client, purpose by purpose, with a control they can use themselves.
Household-centric
Financial lives are lived by families, not accounts — our planning tools are built around that unit.
Context over content
We'd rather surface the one right next step than another library to browse.
Built to connect
Our products are designed to work together — practice intelligence feeding directly into client execution.
Advisor-first
We build for the advisor's real workflow, not a generic template borrowed from another market.
Want to talk to the team?
Whether you're an advisor, a partner, or just curious about what we're building — we'd like to hear from you.