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Company

Why Finvica exists.

The technology most wealth managers run on was built for a single-product world. It assumed a practice sold mutual funds, and it was right for a long time. The intermediary community has moved past that, and the software has not moved with it.

The problem

What we are building against.

A practice that sells eight product classes runs on four systems and a spreadsheet, and the joins between them are done by hand, by someone, late at night, at month end. That is not a tooling inconvenience. It is the reason a distributor cannot answer a simple client question quickly, cannot see their own revenue accurately, and cannot grow past the point where manual reconciliation stops scaling.

Five things are consistently true of the software available to that practice. There is no single platform for a multi-product book. Operations run across disconnected tools with no shared record. Anything that is not a mutual fund is treated as an afterthought — tracked, perhaps, but not transacted, valued or commissioned properly. Compliance is documented rather than enforced, which means it depends on people remembering. And almost nothing is available white-label or API-first, so an institution with its own distribution has to build from scratch or put someone else’s brand in front of its customers.

Each of those is fixable. None of them is fixed by adding another asset class to a holdings screen.

Three things, non-negotiable.

  1. 1

    Operationally complete

    The flow from onboarding to commission runs inside one system, on one data model. One reconciliation, not three. If a step needs an export, we have not finished building it.

  2. 2

    Genuine multi-product depth

    Every product class ordered or captured, valued on its own correct basis, reported and commissioned. Not a tracking field on a screen that pretends breadth it does not have.

  3. 3

    No channel conflict

    Finvica does not hold an ARN, does not run a distribution business, and does not own the investor relationship. We make money when you pay for the platform and in no other way.

The company

ProsperTech and Finvica.

ProsperTech Private Limited is the company. Finvica is the platform it builds. Contracts, invoices and regulatory filings are in ProsperTech’s name; the product you log into is Finvica.

The founders are Yogesh R Gadgil, who has spent three decades across custody, HNI portfolios and wealth-technology platforms, and Maninder Singh Bawa, who leads engineering. More on both, and on the advisors, is on the team page.

A pair of hands resting folded on a pale desk, a closed leather notebook and a brass compass set beside them.

Where we are

Honestly, what stage this is.

A new platform from a new company. You would rather hear that from us than work it out.

01

No audited AUM figure.

There will not be one until the number is real and dated. Read the coverage matrix instead, or put your own file through the platform on the call.

02

No installed base to point at.

No customer logo wall, and we are not going to manufacture one. What exists instead is institutional evaluations underway against real data.

03

No twenty-five-year heritage.

Finvica does not have one and you can tell. It is a platform that runs real books today, which is the only claim that survives a demo.

04

No “India’s leading” anything.

Category superlatives are unfalsifiable and everyone in this market uses them. We would rather be checkable than leading.

05

No invented team, funding or certification.

Only what is real, and only what is named. Where consent is still outstanding, the entry waits rather than appearing early.

What we do have

Judge us on what you can verify.

What we do have is a platform that runs real books, institutional evaluations underway with real data, and a security posture published with dates rather than adjectives. If you are evaluating us, judge us on what you can verify: put your own file through it, read the coverage matrix, and ask the awkward questions on the call. We will answer them, including the ones where the answer is “not yet”.

Ask us the difficult questions.

Weekdays 09:30–18:30 IST