Meet Cusp,
Your financial alter ego.

Now available on
Download on the App Store

Cusp helps you track, plan, and grow wealth - not just yours, your family’s too.

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One View. Complete Clarity.

From banking to investing, bring your financial life together and understand where your money is today and where it's headed.

BANK ACCOUNTS

All your bank accounts

Connect and view all your bank accounts in one place. Track balances, transactions, and account activity without switching between apps.

CASHFLOW ANALYSIS

Follow your money

See how money flows through your life from income and expenses to investments. Spot spending patterns, track trends, and make smarter financial decisions.

INVESTMENTS

Grow your wealth

Track all your investments in one place and understand how they are performing. Get meaningful insights to stay aligned with your financial goals.

PORTFOLIO

Portfolio insights

Get a complete view of your portfolio across investments. Understand allocation, performance, and opportunities to stay on track with your goals.

Intelligent insights

From portfolio updates to payment reminders, I'll keep an eye on things and let you know when action is needed.

NO MATTER WHO YOU ARE

Cusp adapts your financial needs.

For Families That
Grow Together

Track

shared expenses, savings goals, kids' needs and family milestones

Transform

financial chaos into coordinated family planning

Thrive

with money habits that grow with every family member

For the Breadwinner
Who Does It All

Track

family income, EMIs, investments and insurance

Transform

into a disciplined and proactive money planner

Thrive

by preparing confidently for future milestones

For super moms who manage work & home

Track

utility bills, expenses, salary and emergency fund

Transform

your budgeting into a confident routine

Thrive

with long-term security for your family

For Student cum
Side-Hustler

Track

study expenses, freelance income and wish list savings

Transform

impulsive spending into smart money habits

Thrive

by building confidence and financial skills

For a Retirement
That Feels Just Right

Track

pension, medical costs, and senior benefits

Transform

assets into dependable monthly income

Thrive

with a secure and stress-free retirement

Cusp guides you every
step of the way,

Putting you at the heart
of your financial success.

In a world where financial advice often feels impersonal and distant, Cusp emerges as a groundbreaking ally in personal finance, designed with a singular vision: to transform the way you grow and manage not just your wealth but that of your family’s too.

Imagine having an alter ego, a version of yourself, that tirelessly works to understand and aggregate every aspect of your financial landscape. That’s what Cusp does. It’s not just a tool, it’s an extension of you.

Cusp is your partner in your financial journey, aggregating all your wealth in one place and leveraging the world's financial knowledge to grow your wealth in a personalized manner. Whether it’s optimizing your savings, investing wisely, or managing expenses, Cusp guides you every step of the way, putting you at the heart of your financial success.

Together, we’ll navigate the complexities of personal finance, ensuring that your money not only grows but thrives.
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Learn More

WHY TRUSTING CUSP?

Privacy you can rely, advice you can trust.

Trusted,  Regulated Advice

Cusp is a SEBI-registered investment advisor—every investment suggestion is backed by
strong research and follows strict regulatory standards.

Consent-Driven Data Access

We use RBI-approved Account Aggregators to fetch your data safely and only with your
permission.

Bank-Level Data Encryption

Your financial data is AES 256-bit encrypted, stored in India, and accessed only by Cusp’s
secured systems.

Secure by Google Cloud

Cusp runs on Google Cloud, trusted globally for top-tier infrastructure and cloud security.

EARLY ACCESS

Take Control of Your Finances Now

Be the early user on the Cusp app!

Shape the app with early feedback

Be part of our inner circle

Early access to all exciting features

Priority customer support

Now available on
Download on the App Store

Cusp Money Advisors Private Limited

402, Gala Hub Anx, Daskroi, Bopal, Ahmedabad,
Gujarat, India, 380058

CIN: U66190GJ2024PTC150082

Contact: hello@cusp.money

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SEBI Registered Investment Advisor (Non Individual)
Registeration Number - INA000020004. Validity - 24-03-2025 - Perpetual
IA department contact for customer service and grievance redressal - compliance@cusp.money
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Principal Officer and Compliance Officer
Name - Hardik Thakkar
Email - compliance@cusp.money
Mobile - +91 98980 14064
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SEBI Regional Office - SEBI Bhavan, Western Regional Office, Panchvati 1st Lane, Gulbai Tekra Road, Ahmedabad - 380006, Gujarat

AMFI Regsitered Mutual Fund Distributor.
ARN-350634. Validity - 12-Jan-2026 to 11-Jan-2029
Distribution department contact for customer service and grievance redressal - compliance.mfd@cusp.money
Disclaimer - Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
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© Cusp Money Advisors Private Limited. All rights reserved.