About Foliyo AI

Building access to conflict-free financial advice.

Foliyo exists to make high-quality financial advice easier to find, easier to evaluate, and easier to access for Indian families. We focus on matching people with SEBI-registered financial advisors whose advice is grounded in their goals, needs, and financial context.

Find My Financial Advisor → 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 matching We match users to advisors based on needs, not product sales opportunities.
SEBI-registered advisors We work with Registered Investment Advisors who operate under India’s regulated advisory framework.
— What We Do

We connect people with the right financial advisor for their situation.

Foliyo helps match people to the best SEBI-registered financial advisor based on their goals, current financial needs, and the complexity of their financial life.

01 · Match

Advisor matching based on real needs

We help users articulate their goals, current portfolio context, tax concerns, family priorities, and planning needs, then match them with advisors whose expertise fits that situation.

02 · Curate

Access to strong SEBI-registered RIAs

We work with some of India’s best SEBI-registered RIAs and help users discover advisors who are better aligned to their financial goals than a generic search or referral.

03 · Enable

Better advisory delivery

We also enable advisors to deliver high-quality advisory more effectively, with better context, clearer user 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 the advisor discovery journey can be both rigorous and easy to use.

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 advisor ecosystem 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 operated by Weekend Bytes Tech Private Limited. Foliyo is a technology platform and matchmaking service, not a registered investment adviser. All financial advice is provided exclusively by independent SEBI-registered investment advisers.

Registered Address
Innov8 Mantri Commercio, Tower-A, 5th Floor, Bellandur, Bangalore South, Bangalore – 560103, Karnataka
Contact
hello@foliyo.ai
Corporate Identification Number
CIN: U62099KA2026PTC214267
Registrations
PAN: AAECW3510G
TAN: BLRW05568D
GST: 29AAECW3510G1ZF
— Start Here

Find advice that works for you.

Tell us what you are trying to solve, and we will help you find a SEBI-registered financial advisor suited to your goals and current financial needs.

Find My Financial Advisor →