Discover the tools to build your own vision
- Mary Anne Radmacher
Empowering MFDs
Increase revenue
Reduce costs
Digitize your business
Approach each customer with the idea of helping him or her solve a problem or achieve a goal, not of selling a product or service
- Brian Tracy
Enhance your revenue by 40%
Enhance your revenue by 40%
There are risks and costs to action. But they are far less than the long-range risks of comfortable inaction.
- John F.Kennedy
Reduce annual operating costs by ₹1.8 lakhs
Reduce annual operating costs by ₹1.8 lakhs
It's no longer the big beating the small, but the fast beating the slow.
- Eric Pearson
Be future ready with cutting-edge technology
Challenge the best with an integrated offering
Ensure a superior client experience with our co-branded app
Back up your business to the cloud
Future proof, always on, scalable & maintenance free
Be secure & in control
2-Factor authentication & OTP based transaction approvals
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.
Azif K Mohammed
Varanasi
Saved time by automating back-office operations
Fintso is a great tool to save the time of financial advisors by having the back-office, admin, and marketing tasks automated. 
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.
Apurv Sarvesh Pandey
Varanasi
Paperless, efficient, and speedy process
The entire process is absolutely paperless, and this increases the efficiency and speed of onboarding and I feel 100% independent when I am working on Fintso
Arvind Vishwanath
Chennai
The best investment platform to start a financial advisory business
I like Fintso because my business is more efficient, my clients are happier, and the product is super effective. 
Lalit Varshney
Gurugram
Fintso's research & advisory helped us in our growth
Fintso's research and advisory services really helped us in growing our business and serving the clients in a better manner and more qualitative manner.
Sangeeta Das Gupta
Nashik
Fintso has helped me build my brand
Fintso has been instrumental in helping me build my brand in the market. I'm able to provide customized investment solutions to my clients.
Yogesh
Gurugram
Our AUM & SIP business has increased using Fintso
Our AUM has increased by more than 26% and our SIP book has increased by more than 27%. And we think we have added more than 100 good clients.Azif K Mohammed
Varanasi
Saved time by automating back-office operations
Fintso is a great tool to save the time of financial advisors by having the back-office, admin, and marketing tasks automated. 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.