Your full practice in one dashboard.
Start free in ten minutes. No credit card. No sales call. Import your existing clients, connect your BSE or NSE or MFU account, and run your multi-product practice from a single platform — MF, AIF, PMS, bonds, FDs, insurance, and more.
You are tired of juggling BSE StarMF, spreadsheets, and WhatsApp for every switch.
You are tired of reconciling commissions by hand at month-end.
You are tired of explaining portfolios that live in three different systems.
Finvica consolidates your entire practice — orders, transactions, portfolio valuation, commissions, CRM, and client reports — into one platform that handles twelve financial products from the start.
Live in ten minutes.
Your Finvica onboarding is a checklist, not a project.
ARN and EUIN verified
Your ARN code and EUIN details are captured and validated at registration. EUIN expiry tracking and automated reminders start immediately.
BSE · NSE · MFU connected
Choose your order management entity. API integration is activated during onboarding — orders flow through Finvica from Day 1.
Existing clients imported
Upload your client book via CAS statement or CSV. KYC validation runs automatically through KRA agency API integration.
Twelve products live in your dashboard
MF, AIF, PMS, bonds, FDs, direct equity, SIF, structured products, NPS, PPF, loans, insurance — all operationally available.
First order placed
Place a SIP, a lump sum, or any other order through the platform. Online for MF and direct equity. Offline capture for everything else.
Three moments. One dashboard.
Check the dashboard before your first client call.
Your RM dashboard shows total AUM under management, active client count, SIP book summary, pending actions, and revenue earned for the period. Drill down from total AUM to asset class, to product, to scheme, to individual transaction. Apply filters by client, product category, or time period. Everything is within your reporting hierarchy.
Book orders, process transactions, handle the day's flow.
A client wants to switch from one equity scheme to another — place the order through the platform and it routes to BSE StarMF via API. Another client's AIF drawdown notice arrived — capture it in the offline order module with the amount, date, and manufacturer details. Upload this morning's RTA reverse feed from CAMS — the platform maps transactions to held accounts and recalculates holdings automatically.
Reports, commissions, and tomorrow's follow-ups.
Generate a portfolio valuation report for the client you are meeting tomorrow — consolidated across all twelve products, exported as PDF. Check today's commission accrual in the Revenue module. Review the CRM for any overdue tasks or upcoming client events — birthdays, SIP dates, KYC expiry — and set follow-up reminders.
What the platform covers.
Finvica is structured around fifteen functional modules. Each one addresses a distinct part of the wealth management operation. Together, they cover the full lifecycle — from the first client onboarding to the last commission statement.
Switching from another platform?
We have done the comparison so you do not have to. See how Finvica stacks up — honestly, with the things they do well included.
We will migrate your book for you.
Free for your first 100 clients. Our onboarding team handles the data import, client mapping, and validation. You start working on the new platform — not wrestling with CSV files.
Start your migrationCommon questions.
How does EUIN management work on the platform?
Your EUIN is captured in the user profile at the time of RM creation. The platform tracks expiry dates and sends automated reminders to both the Wealth Manager and the RM ahead of expiry. If an RM's EUIN has expired and updated details have not been entered, orders tagged against that EUIN are blocked until the renewal is recorded.
Can I register more than one ARN under a single account?
Yes. One Wealth Manager entity can register multiple ARN or RIA codes under a single Finvica account. Billing can be configured per ARN or at a consolidated group level.
How do I import my existing client book?
Through a CAS statement upload or a CSV file. KYC validation runs automatically via KRA API integration. Clients are registered with the relevant order management entity (BSE, NSE, or MFU) through API submission. For clients whose MF transactions are already held with an RTA, you can upload RTA reverse feeds to populate transaction history.
Which order management entities does Finvica integrate with?
At registration, you choose one order management entity — BSE StarMF, NSE NMFII, or MFU. Online Mutual Fund orders are submitted through API integration with your chosen entity. You have the flexibility to change your registered entity as required.
What happens with products that do not have an API integration?
For products without an API connection — such as AIF, PMS, structured products, insurance, and others — orders are captured manually through the offline order module. You enter the order details after placing it with the manufacturer, then update the status to Executed or Rejected based on confirmation.
How are commissions calculated?
Trail commission is calculated daily based on period-end AUM for each folio and the applicable trail rate. Upfront commission is computed at the time of transaction upload based on transaction amount and scheme rate. Where a sub-broker is mapped to a client, commissions are split automatically.
Does pricing change with my AUM?
No. Finvica pricing is based on your subscription plan, not your AUM. Your price does not increase as your book grows.