Ramya Joseph

Ramya Joseph

CEO and Founder, Pefin
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Ramya Joseph

Pefin’s proprietary AI technology factors over 2-5 million data points, including a user’s financial situation, future plans, markets, government rules & regional demographics to craft highly tailored financial plans. The platform also provides Investment Advice & Portfolio Management Services through its SEC-regulated Investment advisor.

Pefin
Pefin
World's first AI financial advisor