About Foliyo AI

A flat-fee, SEBI-registered Investment Adviser for ambitious professionals.

Foliyo is a flat-fee, SEBI-registered Investment Adviser (INA000023454) built for ambitious professionals and Indian families. We advise you directly — fee-only financial planning and managed portfolios grounded in your goals, needs, and financial context, with zero commissions and direct funds only.

Talk to Foliyo → Meet the founders →

Enable every Indian to access conflict-free financial advice.

Financial advice should help people make better decisions, not push them toward products that pay the highest commission. Our mission is to make trusted, transparent, and goal-aligned advice available to every Indian who wants a better way to plan, invest, and protect their family wealth.

No product-first advice Our advice is grounded in your needs, not product sales opportunities — we earn no commissions.
SEBI-registered adviser Foliyo is a Registered Investment Adviser operating under India’s regulated advisory framework.
— What We Do

We advise you directly as your fee-only Investment Adviser.

Foliyo advises you directly as a SEBI-registered, fee-only Investment Adviser — building a plan around your goals, current financial needs, and the complexity of your financial life.

01 · Understand

Advice grounded in your real needs

We help you articulate your goals, current portfolio context, tax concerns, family priorities, and planning needs, then build advice that fits that situation.

02 · Advise

Fee-only, conflict-free advice

We advise you directly under our own SEBI registration — fee-only, zero commissions, direct plans only — so our advice stays aligned to your financial goals.

03 · Manage

Ongoing portfolio management

We deliver high-quality advisory on an ongoing basis, with managed portfolios, clear expectations, and workflows designed around long-term financial planning.

— Founders

Built by operators with deep finance and product experience.

Foliyo combines wealth-management experience with consumer-product execution, so our advice can be both rigorous and easy to live with.

Sachin Kabra, Co-founder of Foliyo AI
Co-founder

Sachin Kabra

Sachin brings 15+ years of experience in wealth management and business development across large financial institutions including Motilal Oswal and HDFC Private Wealth. He has held senior business development and director-level roles, and brings an IIT and IIM background to Foliyo’s advisory practice and client-needs understanding.

LinkedIn → sachin@foliyo.ai
Mohan Gupta, Co-founder of Foliyo AI
Co-founder

Mohan Gupta

Mohan brings 15+ years of experience building large-scale consumer products and leading product management organizations at Instagram, ShareChat, Flipkart, and other technology companies. At Foliyo, he focuses on building simple, trustworthy user experiences for complex financial decisions.

LinkedIn → mohan@foliyo.ai
— Company Details

Weekend Bytes Tech Private Limited

Foliyo is a SEBI-registered Investment Adviser (SEBI RIA Reg. No. INA000023454), operated by Weekend Bytes Tech Private Limited. Registered Office: Innov8, Mantri Commercio, Bellandur, Bengaluru – 560103. Investment in securities market is subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Registered Address
Innov8 Mantri Commercio, Tower-A, 5th Floor, Bellandur, Bangalore South, Bangalore – 560103, Karnataka
Contact
hello@foliyo.ai
Corporate Identification Number
CIN: U66190KA2026PTC214267
Registrations
PAN: AAECW3510G
TAN: BLRW05568D
GST: 29AAECW3510G1ZF
— Start Here

Get advice that works for you.

Tell us what you are trying to solve, and we will advise you directly as your SEBI-registered, fee-only Investment Adviser, around your goals and current financial needs.

Get started →