Platform

One platform, end to end.

Finvica is a front-to-back operating platform for wealth managers. Twelve financial products. Fifteen functional modules. One integrated system — from the first client onboarding to the last commission statement.

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The operational flow

Every step, in one system.

Every wealth management operation follows the same fundamental sequence. Finvica is built around this sequence — each module addresses a specific step, and all modules share data through a common platform layer.

01
Onboard
Client registration, KYC via KRA, hierarchy.
02
Order
Online via BSE/NSE/MFU, or offline manual capture.
03
Execute
Two-way API status. Order matched to transaction.
04
Settle
RTA reverse feeds. Duplicate detection.
05
Value
Daily NAV feeds. Holding recalculation.
06
Report
Pre-defined reports, scheduled dispatch.
07
Commission
Trail + upfront. Sub-broker splits. Reconciled.
Twelve products

All operationally live.

Mutual Funds
All categories
AIF
Cat I · II · III
PMS
Disc + non-disc
Bonds
G-Sec · Corp · SGB
Fixed Deposits
Banks + NBFCs
Direct Equity
Listed + unlisted
 New
SIF
SEBI category · live
Structured Products
MLDs · payoff
NPS
Tier I + II
PPF
Contribution · maturity
Loans
LAS · LAMF
Insurance
Life · term · health
Fifteen modules

Every operational domain.

Each module addresses a distinct domain within the wealth management operation. All modules are designed to work as part of an integrated system, sharing data and workflows through a common platform layer.

01
Distributor Registration
Onboarding and subscription lifecycle for wealth managers.
Phase one
02
Client Onboarding
Registration, KYC validation, hierarchy, account creation.
Phase one
03
User & Role Management
Users, roles, access controls, EUIN, reporting hierarchy.
Phase one
04
Sub-Broker Management
Registration, client mapping, commission configuration.
Phase one
05
Order Management
Order capture, routing, lifecycle — online and offline.
Phase one
06
Transaction Processing
RTA feeds, Excel upload, order matching, holding recalculation.
Phase one
07
Corporate Action Management
Dividends, bonus, splits, mergers, interest, maturity.
Phase one
08
Holding & Valuation
Unitised and non-unitised, daily NAV feeds, real-time propagation.
Phase one
09
RM & Client Dashboards
AUM, SIPs, pending actions, returns, allocation.
Phase one
10
Business & Client Reports
Templates, on-demand, scheduled dispatch, monitoring.
Phase one
11
Revenue & Commissions
Trail, upfront, sub-broker splits, reconciliation.
Phase one
12
Wealth CRM
Interactions, tasks, alerts, leads, Client 360.
Phase one
13
Advisory & Goal Management
Risk profiling, goals, model portfolios.
Phase two
14
Portfolio Analytics
Allocation, overlap, drawdown, benchmarks.
Phase two
15
Tools & Calculators
SIP, lump sum, goal, SWP, XIRR, tax.
Phase two
Integrations

Connected where it matters.

Finvica connects with the order management entities, RTAs, KYC registries, and market data providers that power the Indian wealth distribution ecosystem.

BSE StarMF  ·  NSE NMFII  ·  MFU  ·  KRA (CAMS / KFintech)  ·  AMFI
CAMS RTA  ·  KFintech RTA  ·  Market data providers
Mobile

Take Finvica to client meetings.

Native iOS and Android application. Portfolio dashboards, order placement, CRM, notifications, biometric authentication. Real-time sync with the web platform.

API

Build on top of Finvica.

An open API layer for wealth managers and partners who want to build their own workflows, connect their own systems, or embed Finvica capability within their own ecosystem.

Security & compliance

Built for the data you hold.

Data residency in India. Encryption in transit and at rest. Role-based access controls. Audit logging. AMFI and SEBI regulatory alignment. ISO 27001 and SOC 2 Type II on the compliance roadmap.

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