Addressing the financial needs of the NeXT billion
90% of the 275 million households live in Tier 1 cities and beyond. With growing financial inclusion, the industry is focused on reaching 100 million households over the next decade. We, at Fintso, are enabling this outreach through a platform that addresses the unique needs of this segment.
Need for a 'Bridge of Trust'
Overcoming the reluctance of millions
Low financial awareness
Trust on the source of advice
High documentation needs of first-time investors
Needing discipline in savings habits
Equipping financial entrepreneurs to become the bridge of trust
Turning reluctance to confidence
Increase financial entrepreneurs
Grow their client outreach
Digitally enable their clients
Help cross-sell for share-of-wallet
Increase financial entrepreneurs
Grow their client outreach
Digitally enable their clients
Help cross-sell for share-of-wallet
Enabling agents & distributors to evolve
To Independent Financial Product Providers (IFPP)
Full-stack wealth management solution to enable evolution to IFPPs
Multi-Product Suite
Wider basket, sustainable and diversified revenue streams
AI Powered Advisory Support
Ability to deliver micro-advisory and cross-sell effectively
Upskilling
To set up and then scale up
Digital Connect
Increased outreach and digital adoption through co-branded client app and content
Automated Backoffice
Client onboarding, execution, reconciliation, and reporting
Multi-Product Suite
Wider basket, sustainable and diversified revenue streams
AI Powered Advisory Support
Ability to deliver micro-advisory and cross-sell effectively
Upskilling
To set up and then scale up
Digital Connect
Increased outreach and digital adoption through co-branded client app and content
Automated Backoffice
Client onboarding, execution, reconciliation, and reporting
Benefiting everyone in the ecosystem
For Product Manufacturers
For Distributors and their Clients
For the NeXT billion investors
For Product Manufacturers
