Do More, Be More
Build a bridge to success with the right tools
Access more products
Turbocharge your Financial distribution business with a wealthtech platform that truly sets you apart
Stay focused on growth
Feature-rich platform for your ARN
No Revenue Sharing
Transact under your own Brand and ARN
24x7 Reporting
Client mobile app and scheduled portfolio statement
Automated Backoffice
Auto-upload of daily feeds, monthly reconciliations
Seamlessly Integrated
Onboard historical business and continue digitally
AI Powered Research Support
Scheme recommendations, model portfolios and much more
Dedicated Service Team
Supporting you in serving your clients better
Do more than mutual funds
Increase Share of Wallet by offering more to your Clients
Global Investment coming soon
Fixed Deposits coming soon
Equity Baskets coming soon
Loan Against Securities coming soon
P2P Investment coming soon
Insurance coming soon
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.
Don’t let your clients sacrifice their long-term goals for short-term needs. Finance any expense without redeeming their mutual funds and shares. Offer Loan against Mutual Fund Units (LAMFU) and Loan against Shares (LAS).
A New alternative to Fixed Income for your clients.
Take care of your clients’ needs beyond investments. Health, motor and life – fulfil all their requirements and boost your business.
Give Your Clients a 360° View of Their Portfolio
Consolidate third-party investment data across multiple asset classes
Mutual Funds
Data for other ARNs with built-in formats for NJ & Prudent
Life Insurance
Integrated with BLISS for importing policy data
General nsurance
Key in policy data for Health & Motor insurance policies
Stocks & PMS
Key in or upload holdings
Fixed Income
Key in data for Bonds, FDs, RDs, and Postal Schemes and more
PPF
Key in transactions
Send reports to your clients the way they demand
Designed to give a clear and concise view of your client’s portfolios 24x7
Enhance Your Client Experience with a Customizable and Co-branded Client App
- Customizable dashboards and functionality
- Interactive calculators and reports
- Online transaction execution for mutual funds
- Goal planning and tracking
- 360° portfolio view and e-CAS upload
- Marketing banners and custom notifications
- Family-level consolidated view
- Self-onboarding and Video KYC
- 2-factor authentication with biometric security
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
Fintso gives you much more
Completely digitize your practice and get the tools that enable you to focus on your clients
| Features | Fintso | Transaction Platforms | RTA Platforms |
|---|---|---|---|
| Multi-Product |  | ||
| Client Onboarding | | | |
| Mandate Creation | | | |
| Online Transactions | All AMCs | All AMCs | Limited AMCs |
| Online Portfolio View | | Limited AMCs | |
| Portfolio Statements With Your Brand | | ||
| Client App With Your Brand | | ||
| Business Reporting | | ||
| Revenue Tracking | | ||
| AUM Reconciliations | | | |
| Third Party Data Consolidation | | ||
| Prospecting and Pre-sales tools | | ||
| Research and Advisory | |
Fintso gives you much more
Completely digitize your practice and get the tools that enable you to focus on your clients
| Fintso | Transaction Platforms | RTA Platforms |
|---|---|---|
| Multi-Product | ||
| ||
| Client Onboarding | ||
| | |
| Mandate Creation | ||
| | |
| Online Transactions | ||
All AMCs | All AMCs | Limited AMCs |
| Online Portfolio View | ||
| Limited AMCs | |
| Portfolio Statements With Your Brand | ||
| ||
| Client App With Your Brand | ||
| ||
| Business Reporting | ||
| ||
| Revenue Tracking | ||
| ||
| AUM Reconciliations | ||
| | |
| Third Party Data Consolidation | ||
| | |
| Prospecting and Pre-sales tools | ||
| ||
| Research and Advisory | ||
| ||
Start seamlessly
Why you would love us
Nirmal Raj
Value2Money, Chennai
Now able to compete with larger wealth firms
By switching to Fintso, I can compete with organized wealth firms & retain my clients as I can now provide them with a great app experience, newer products, and advisory. 
Rakesh Pasricha
Capital Investments, New Delhi
Scaling up my practice is now easier
Partnering with Fintso has taken a lot of operational headaches away. 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 started using Fintso. They can now check their portfolios 24x7 through the app and I can now send crisp consolidated portfolio statements to them digitally.
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.
Nirmal Raj
Value2Money, Chennai
Now able to compete with larger wealth firms
By switching to Fintso, I can compete with organized wealth firms & retain my clients as I can now provide them with a great app experience, newer products, and advisory.
Rakesh Pasricha
Capital Investments, New Delhi
Scaling up my practice is now easier
Partnering with Fintso has taken a lot of operational headaches away. 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 started using Fintso. They can now check their portfolios 24x7 through the app and I can now send crisp consolidated portfolio statements to them digitally.
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.
Nirmal Raj
Value2Money, Chennai
Now able to compete with larger wealth firms
By switching to Fintso, I can compete with organized wealth firms & retain my clients as I can now provide them with a great app experience, newer products, and advisory.
Rakesh Pasricha
Capital Investments, New Delhi
Scaling up my practice is now easier
Partnering with Fintso has taken a lot of operational headaches away. I have not just saved money but have also freed up a lot of my time for quality interactions with my clients.
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
Kollam
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.
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
Kollam
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.
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.
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.
