Portfolio
Fintech
Legacy Investment
Wealth that outlasts a generation.
About
Legacy Investment combines portfolio analytics, goal-based planning and curated advisory into one digital experience. The platform is designed for Nepali households moving from traditional savings toward diversified, long-horizon investing.
Highlights
- Goal-based planning for education, retirement and property
- Unified dashboard for equities, mutual funds and fixed income
- Advisor marketplace with transparent, fee-only pricing
- Automated reporting for family offices and small institutions
Why we invested
A growing middle class needs trustworthy long-term investing tools. Legacy has a clear product, disciplined unit economics and a credible compliance-first approach.