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Finvica
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For MFDs and IFAs

Your whole practice in one dashboard.

Every product on one book, commissions reconciled, clients served — see it running on your own data.

Book a demoJoin the beta

You are tired of

Running a modern practice on software built for one product.

  • 01

    Juggling BSE StarMF, a spreadsheet and WhatsApp for every switch.

  • 02

    Reconciling commissions by hand at month end.

  • 03

    Explaining a portfolio that lives in three systems.

Getting started

What day one looks like.

  1. ARN and EUIN verified

    Your registrations are checked and recorded before anything else is switched on.

  2. Order-routing entity connected

    Credentials issued for the routing entity you are registered with, tested against a live order before your book depends on it.

  3. Existing clients imported

    From a CAS file, an RTA folio master or a CSV — clients, folios, holdings and transaction history, loaded into a sandbox you inspect before it goes live.

  4. Your product classes turned on

    Only the classes you actually sell. The rest stay dormant until you need them, and turning one on later costs nothing.

  5. First SIP booked

    End to end on the live platform, with you driving, before anyone signs off.

A day on the platform

A Tuesday, on Finvica.

  1. Morning

    Open one screen, not four.

    AUM, the SIP book, pending confirmations and today’s KYC expiries — on one dashboard, current as of this morning’s feed. You know what needs attention before the first call.

    The Finvica dashboard: total AUM, month-to-date net new money, active families and active RMs across the top, with AUM trend, net new money, revenue by type, family growth and AUM composition by product class below.

  2. Mid-day

    Book across four product classes without changing screens.

    A SIP, a switch, a bond and a deposit go into the same basket, under the same client, against the same book. No second login, no re-keying, no spreadsheet to update afterwards.

    Order management, filtered to successful orders: online, offline, draft, systematic and mandate tabs above a table of orders showing client, account, AMC, instrument, folio and transaction type.

  3. Afternoon

    Log the call, set the follow-up, send the statement.

    The client record holds the conversation as well as the portfolio, so the next person to open it knows what was said. The statement goes out from the same screen.

    The CRM interactions log: meetings, notes and calls counted over three months, meeting frequency per client, and customer-wise open opportunities with the products and expected value against each.

  4. Month end

    Commissions computed, reconciled and flagged.

    Brokerage is computed daily and reconciled against the AMC file when it arrives. What matches settles quietly. What does not is flagged with the difference, so you chase five variances instead of auditing five hundred rows.

    Revenue analysis, on the leakage-alert tab beside the RTA variance report and a trailing twelve-month heatmap. Open alerts are filtered by product, AMC, severity, branch and RM, and each row carries its alert type, scheme, folio, the AUM behind it, and the daily and period loss in rupees against the number of days it has been running.

Everything you can put on the book.

What is supported per class

How we charge — stated plainly.

  1. One per-firm subscription. Everything in one licence.
  2. The price never scales with your AUM.
  3. No revenue share. No basis points. Ever.
  4. The number is quoted on your demo — and it holds.

The pricing model

Already on another platform?

Migration is part of every onboarding engagement — your book, your history, your SIPs. The playbook is public.

See the migration playbook
  • Mutual Funds
  • AIF
  • PMS
  • Bonds
  • Fixed Deposits
  • Direct Equity
  • NPS
  • Insurance
  • BSE StarMF
  • CAMS
  • KFintech
  • AMFI
  • CVL KRA

Every product class, one book

What MFDs ask us.

Do you hold an ARN?

No, and we never will. Finvica is technology. We do not run a distribution business, we do not own your client relationship, and we will never approach your clients. That is the whole reason a distributor can put their entire book on us safely.

Can I run multiple ARNs?

Yes. Multiple ARNs sit under one firm, one subscription and one consolidated book, rather than being billed or reported separately.

How is EUIN handled?

EUIN validity is enforced at order entry, so an expired EUIN is caught when the order is placed rather than when the AMC rejects it. Expiries surface on the dashboard ahead of the date.

Can I import from a CAS or a CSV?

Yes — CAS, RTA folio masters and CSV are all supported import routes, including transaction history and cost basis. The import lands in a sandbox tenant you can inspect before anything touches your live book.

What happens to my existing SIPs?

They continue. Existing registrations are mapped across during migration rather than cancelled and re-registered, so your clients are not asked to re-mandate anything.

Is the client portal white-labelled?

Yes — your brand, your subdomain, your client portal. Your clients see your practice, not ours.

How are sub-broker commissions handled?

Clients map to sub-brokers, brokerage splits by the rules you configure, and the month settles against those splits. It is part of the platform rather than an add-on.

How do I choose between BSE, NSE and MFU?

You transact under your own membership, and one routing entity is active at a time. Finvica follows whichever you are registered with, and changing it later does not require re-registering clients.

Can I export my data?

Yes. The book is yours and getting it out is a supported operation, not a negotiation. Formats and timelines are set out on the security page.

Is GST included?

No — GST is itemised separately on the invoice, alongside any exchange and RTA charges, which pass through at cost.

See it with your own book.

Book a demoJoin the beta

Weekdays 09:30–18:30 IST