Take your financial advisory business to the next level
Access more products
The cutting-edge wealthtech platform creating access to valuable industry resources and industry-leading capabilities
Widen the product offering for your clients
Mutual Funds
Global Investment
Fixed Deposits
Equity Baskets
Insurance
Advice, execution, monitoring and reporting that truly sets you apart. Completely digitise your practice and get the tools that enable you to focus on your clients.
Increase share-of-wallet of clients by offering them access to investments in global stocks and ETFs. Share the success of your favourite global brands, unlocking opportunities for you through portfolio diversification.
53% of individual wealth in India is in the form of fixed deposits and savings. Investors look for a safe place to park funds, in a name they trust. Increase your wallet share by offering Corporate FDs from one of the most respected brands in India.
Address the growing need of clients to access the stock market. Unique baskets of Indian Equities for your clients executed seamlessly. Do more, be more.
Take care of your clients’ needs beyond investments. Health, motor and life – fulfil all their requirements and boost your business.
Power your advisory capabilities
AI-based Tactical Allocation
Trained neural networks help avoid biases
Strategic Asset Allocation
Strong foundation for robust client portfolios
Multi-Currency Model Portfolios
The best of Indian and Global opportunities for each risk profile
Experienced Advisory Support
Industry veterans help you navigate the markets
Fund Recommendations
We help you choose the best for your clients
AI-based Tactical Allocation
Trained neural networks help avoid biases
Strategic Asset Allocation
Strong foundation for robust client portfolios
Multi-Currency Model Portfolios
The best of Indian and Global opportunities for each risk profile
Experienced Advisory Council
Industry veterans help you navigate the markets
Fund Recommendations
We help you choose the best for your clients
Stay focused on growth
Multi-Product
Transact digitally in the best of Indian and global products
Advisory Support
Combining the power of industry experience with AI
Dedicated Team
Supporting you to help cross-sell to your clients
Seamlessly Integrated
Onboard historical business and continue digitally
Technology First
Intuitive and hassle-free experience using state-of-the-art technology
24x7 Reporting
Client mobile app, statements and more with your brand identity
Make your practice digital native
Cloud Native
Access 24x7 through web and mobile
Scalable
Expand fluidly based on your demand using Serverless AWS Cloud
Intelligent
Outsource operations to our bots and machine learning algorithms
Secure
Back up your business securely to the cloud
Do more for your clients, even on-the-go
Do more for your clients, even on-the-go
Partner testimonials
Sanjay Borgaonkar
Mumbai
Moved assets to my own ARN
I was working under the umbrella of another aggregator platform earlier. It feels nice to move my clients and assets to my own ARN. Apart from the additional revenue, it also makes me feel in-charge of my own destiny.Suman Sarkar
FundzNest, Asansol
Helped reignite dormant relationships
Fintso helped me identify clients which had gone dormant. Reigniting those relationships helped me win back revenue I never knew I had lost. This, along with the extended product suite I’m now able to offer my clients had helped my business sail through even through these tough times.Nirmal Raj
Value2Money, Chennai
Now able to compete with larger wealth firms
Being an independent, I was facing stiff competition from organized wealth firms, but switching to Fintso has helped me greatly in retaining my clients. I can now provide them a great app experience, newer products, and research – at par, if not better, than most of the large players. I feel extra proud with the service I now provide to my clients.Rakesh Pasricha
Capital Investments, New Delhi
Scaling up my practice is now easier
As my clientele grew, it became impossible to manage alone and hiring good people was not easy. Partnering with Fintso has taken a lot of operational headaches away. I don’t need to spend any time on creating portfolio statements or executing and reconciling transactions. I have not just saved money but have also freed up a lot of my time for quality interactions with my clients.Lovedeep Singh
Gurdaspur
My clients are delighted
My investors have been delighted since I’ve started using Fintso. They can now check their portfolios 24x7 through the app and I can now send crisp consolidate family & individual portfolio statements to them without any manual effort. I feel ready to take on any competition from organized players with better resources.Ashish Rajavadha
Bhuj
Transformative research and technology
A few of my clients had migrated to self-service mutual fund platforms over time. With Fintso, I’m able to provide the same modern experience and simplicity to my clients, supplemented with research. Fintso has transformed my offering to my clients.Sanjay Borgaonkar
Mumbai
Moved assets to my own ARN
I was working under the umbrella of another aggregator platform earlier. It feels nice to move my clients and assets to my own ARN. Apart from the additional revenue, it also makes me feel in-charge of my own destiny.Suman Sarkar
FundzNest, Asansol
Helped reignite dormant relationships
Fintso helped me identify clients which had gone dormant. Reigniting those relationships helped me win back revenue I never knew I had lost. This, along with the extended product suite I’m now able to offer my clients had helped my business sail through even through these tough times.Nirmal Raj
Value2Money, Chennai
Now able to compete with larger wealth firms
Being an independent, I was facing stiff competition from organized wealth firms, but switching to Fintso has helped me greatly in retaining my clients. I can now provide them a great app experience, newer products, and research – at par, if not better, than most of the large players. I feel extra proud with the service I now provide to my clients.Rakesh Pasricha
Capital Investments, New Delhi
Scaling up my practice is now easier
As my clientele grew, it became impossible to manage alone and hiring good people was not easy. Partnering with Fintso has taken a lot of operational headaches away. I don’t need to spend any time on creating portfolio statements or executing and reconciling transactions. I have not just saved money but have also freed up a lot of my time for quality interactions with my clients.
Suman Sarkar
FundzNest, Asansol
Helped reignite dormant relationships
Fintso helped me identify clients which had gone dormant. Reigniting those relationships helped me win back revenue I never knew I had lost. This, along with the extended product suite I’m now able to offer my clients had helped my business sail through even through these tough times.
Nirmal Raj
Value2Money, Chennai
Now able to compete with larger wealth firms
Being an independent, I was facing stiff 4competition from organized wealth firms, but switching to Fintso has helped me greatly in retaining my clients. I can now provide them a great app experience, newer products, and research – at par, if not better, than most of the large players. I feel extra proud with the service I now provide to my clients.
Rakesh Pasricha
Capital Investments, New Delhi
Scaling up my practice is now easier
As my clientele grew, it became impossible to manage alone and hiring good people was not easy. Partnering with Fintso has taken a lot of operational headaches away. I don’t need to spend any time on creating portfolio statements or executing and reconciling transactions. I have not just saved money but have also freed up a lot of my time for quality interactions with my clients.
Lovedeep Singh
Gurdaspur
My clients are delighted
My investors have been delighted since I’ve started using Fintso. They can now check their portfolios 24x7 through the app and I can now send crisp consolidate family & individual portfolio statements to them without any manual effort. I feel ready to take on any competition from organized players with better resources.
Ashish Rajavadha
Bhuj
Transformative research and technology
A few of my clients had migrated to self-service mutual fund platforms over time. With Fintso, I’m able to provide the same modern experience and simplicity to my clients, supplemented with research. Fintso has transformed my offering to my clients.
Sanjay Borgaonkar
Mumbai
Moved assets to my own ARN
I was working under the umbrella of another aggregator platform earlier. It feels nice to move my clients and assets to my own ARN. Apart from the additional revenue, it also makes me feel in-charge of my own destiny.Suman Sarkar
FundzNest, Asansol
Helped reignite dormant relationships
Fintso helped me identify clients which had gone dormant. Reigniting those relationships helped me win back revenue I never knew I had lost. This, along with the extended product suite I’m now able to offer my clients had helped my business sail through even through these tough times.Nirmal Raj
Value2Money, Chennai
Now able to compete with larger wealth firms
Being an independent, I was facing stiff 4competition from organized wealth firms, but switching to Fintso has helped me greatly in retaining my clients. I can now provide them a great app experience, newer products, and research – at par, if not better, than most of the large players. I feel extra proud with the service I now provide to my clients.
