fundMyLife Pitch Deck

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Welcome

Transcript of fundMyLife Pitch Deck

Page 1: fundMyLife Pitch Deck

Welcome

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Limited pool of financial advisors (FA) for people looking for financial planning

Need to know FAs better before engaging them

Lead generation is a constant challenge for FAs

Problem

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Problem

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A web marketplace where- Users can browse through a selection of FA profiles and reviews to:

- Financial advisors can market themselves to:

Solution

Discover advisors they can

relate to

Make informed decisions to engage

financial advisors

Demonstrate both a professional and

personal side

Obtain additional leads

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Product

Browse Profiles

Get to Know Them

Connect

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Market Size

1.0k

30k advisors in Singapore*

25 – 35 years oldDigital native

Social media savvy*Ministry of Manpower, 2014

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fundMyLife charges financial advisors for a monthly subscription, free to use for users.

Business Model

1.0k

Estimated number offML clients in Singapore

$49/Month

Average fee

$588k/year

Potential market size

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Competition

Personal Formal

Corporate

NeutralAffiliation

Tone

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Team

Wesley GoiNUS PhD

Tech cofounderBig data specialist

& full stack dev

Jackie TanNTU PhD

Business cofounderJackie of all trades

NUS classmates for 4 yearsMet in a hackathon in 2015

Ideation to MVP in 6 months

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[email protected]

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