No unified view of MF, AIF, Equity and Bonds. Every product lives in a different system with no common data layer.
Hours spent reconciling data between platforms daily. Drawdown notices and KYC handled via email with zero audit trail.
Fund accounting, NAV computation, investor tracking — all running on error-prone, unscalable spreadsheets.
Duplicate work, delayed reporting and degrading client service caused by manual, disconnected processes.
Firms cannot grow without proportionally growing back-office headcount. Technology becomes a bottleneck, not an enabler.
Enterprise solutions are complex, non-SaaS and capital-intensive — inaccessible for most advisors and emerging fund managers.
Each module is built to address a distinct function within the wealth management lifecycle, while operating as part of a unified platform with shared data, connected workflows, and a common system architecture.
Onboard MFDs, RIAs and sub-brokers with digital documentation and AMFI/SEBI code verification.
End-to-end digital client onboarding with risk profiling, KRA integration, eSign and AML checks.
Granular access control with RM hierarchies, permission levels and audit trails across the platform.
Manage sub-broker relationships, commission splits and empanelment status under a unified hierarchy.
Multi-product order lifecycle across MF, Equity, Bonds and AIFs — from placement to settlement.
Automated flows with BSE StarMF, NSE NMF and MFU integrations. SIP, SWP and STP processing built in.
Automated handling of dividends, bonus units, splits, mergers and rights issues across all asset classes.
Real-time multi-product portfolio valuation with XIRR, CAGR and mark-to-market across all holdings.
Relationship Manager view with client portfolios, AUM trends, pending actions and meeting management.
Branded client statements, portfolio summaries, capital gains reports — generated and delivered automatically.
Back-office MIS, distributor performance reports, commission summaries and regulatory filings — on demand.
Automated commission tracking, trail fee calculations, incentive structures and payout processing.
Client relationship management with meeting notes, follow-up reminders, goal tracking and advisor tools.
Model portfolio-based advisory with goal mapping, risk profiling and automated rebalancing recommendations for each client.
Deep multi-asset portfolio analysis with XIRR, CAGR, benchmark comparisons, asset allocation and concentration insights — across all investments.
SIP, SWP, lumpsum, tax, XIRR and goal-based calculators built in — shareable with clients directly from the platform.
Seamless, automated data flows across the wealth management ecosystem — connecting RTAs, KRAs, exchanges, custodians, and market data providers through a unified platform.
Designed to power scalable, compliant, and multi-product wealth businesses through one integrated operating platform.
Built from the ground up to handle every asset class with its own logic, lifecycle and reporting — one coherent system, not a patchwork of modules bolted together.
From digital onboarding to corporate actions, every workflow is automated. Drawdown scheduling, KYC verification, commission calculation — zero manual intervention.
One platform serving distributors, advisors and AIF managers. Activate modules as your business grows. Affordable from day one, enterprise-ready when you scale.
Advisory support, portfolio analytics and operational insights powered by machine learning — built in from the start, not added later as an afterthought.
SEBI, AMFI and IFSCA compliance built into every workflow. Full audit trails, automated regulatory reports and digital consent workflows — from day one.
Natively connected to RTAs, exchanges, KRAs, custodians and valuation agencies — seamless, automated data flows without any manual intervention or reconciliation.
Whether you're an advisor, a growing firm, or an enterprise, Finvica offers scalable engagement models built around your business.
Flexible commercial models coming soon.
30+ years of Indian wealth management domain knowledge combined with enterprise-scale technology leadership.
30+ years building the rails of India's wealth management industry — from custody & depository operations at leading banks to managing HNI portfolios and architecting wealth-tech platforms for leading Wealth Management entities. Brings deep knowledge of every workflow, regulation and edge case that makes wealth management hard.
Scaled products to 4 Cr+ daily users, led engineering teams across Singapore and India, and built enterprise tools at a global strategy firm. Currently serving as CTO for two active organisations. Brings the engineering muscle to turn complex domain problems into elegant, AI-powered products. MTech in Data Science & ML, BITS Pilani.
Everything you need to know about Finvica — the platform, the engagement models and what's live versus what's coming.
Finvica is a unified wealth management platform that replaces disconnected spreadsheets and siloed tools with one intelligent operating system covering 12+ products through 16 integrated modules across the complete wealth lifecycle.
Finvica is built for all categories of wealth managers — whether you manage a focused client book or a complex multi-product portfolio, the platform helps scale your business.
The platform covers 12+ products — Mutual Funds, Direct Equity, Bonds & FDs, AIFs, NPS, Insurance, SIF, Structured Products, Unlisted Equity and more. These are served through 16 purpose-built modules covering the complete wealth lifecycle.
Unlike other platforms, Finvica is product-native — each product has its own logic, lifecycle and compliance layer. End-to-end automation, AI-powered intelligence and regulatory compliance workflows built in from day one, not added as afterthoughts.
Finvica connects natively to RTAs (CAMS, KFintech), exchanges (BSE StarMF, NSE NMF, MFU), KRAs (CKYC, CVL, NDML), custodians and valuation agencies. Automated data flows — no manual reconciliation or file uploads required.
Finvica offers four engagement models — SaaS Subscription for advisors and distributors, Advanced Analytics as a premium AI add-on, White Label & Enterprise Licensing for large wealth firms, and API Access for ecosystem partners. Flexible commercial pricing is coming soon.
Yes, to both. White labelling gives enterprise clients a fully branded platform with dedicated infrastructure and custom workflows. API access lets ecosystem partners build on Finvica with comprehensive APIs, developer SDKs, real-time webhooks and dedicated partner support.