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Finvica
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For wealth firms and RIAs

We advise across asset classes. Our software only understands one.

Goals, model portfolios and risk profiles that draw on the whole book — not just the part your platform happens to transact.

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The problem

What this looks like today.

  • 01

    The financial plan is a PDF describing a portfolio the client no longer holds.

  • 02

    Portfolio analysis stops at the classes your platform can transact.

  • 03

    Reviews take a day to prepare because the data lives in four places.

A day on the platform

What the work actually looks like.

  1. Before the review

    The pack builds itself.

    Holdings, allocation, overlap and goal progress across every class the client owns, current as of this morning rather than as of whenever someone last exported.

    A client review pack being built for a family: asset allocation as a donut beside a table of current against target with the drift on each line, a holding-overlap table naming which instruments are held through more than one route, goal progress as three labelled bars with one flagged behind target, and a list of what changed since the last review.

  2. In the meeting

    Answer the follow-up question.

    Concentration by issuer, drawdown over a chosen period, what changed since last time — without promising to send it afterwards.

    A portfolio analysed against its investment policy: twenty-two checks, one passing and twenty-one in breach, broken out into asset, product, market-cap and credit-rating allocation. Each row carries the current percentage against the minimum, target and maximum, and is marked compliant, below minimum or above maximum. Categories with no rule set say so rather than being scored.

  3. After

    The goal keeps tracking.

    Progress is computed from live positions, and drift against target allocation raises itself rather than waiting for the next review.

    The IPS compliance dashboard: families and clients against their investment policy, each with the responsible relationship manager, a compliant or non-compliant status, a count of open breaches, the regime impact, and a twelve-month history of when it was in and out of policy.

The modules this buyer lives in.

Serve

Answer the client before they ask.

Grow

Get paid, and see where the practice is going.

All sixteen modules

Coverage

What is supported, class by class.

What is operationally supported for each product class
ProductOrder captureRoutingCorporate actionsValuation basisReportingCommission
Mutual FundsYes, with conditionsOnline and offlineYes, with conditionsBSE StarMFYesYes, with conditionsUnitised — units × NAVYesYes
AIFYes, with conditionsOffline order entry, with drawdownsNot supportedNot supportedYes, with conditionsNon-unitised — statement valueYesYes
PMSYes, with conditionsOffline order entryNot supportedNot supportedYes, with conditionsNon-unitised — statement valueYesYes
BondsYes, with conditionsOffline order entryNot supportedYes, with conditionsVia bond settlement engineYes, with conditionsUnitised — units × priceYesYes, with conditionsRate matrix and manual entry
Direct EquityYes, with conditionsOffline order entryNot supportedYesYes, with conditionsUnitised — units × priceYesYes, with conditionsNot modelled — brokerage, not commission
Fixed DepositsYes, with conditionsTransaction / holding uploadNot supportedNot supportedYes, with conditionsNon-unitised — statement valueYesYes, with conditionsRate matrix and manual entry
Recurring DepositsYes, with conditionsTransaction / holding uploadNot supportedNot supportedYes, with conditionsNon-unitised — statement valueYesYes, with conditionsRate matrix and manual entry
NPSYes, with conditionsTransaction / holding uploadNot supportedNot supportedYes, with conditionsSet per instrumentYesYes, with conditionsRate matrix and manual entry
InsuranceYes, with conditionsTransaction / holding uploadNot supportedNot supportedYes, with conditionsSet per instrumentYesYes, with conditionsRate matrix and manual entry
Real EstateYes, with conditionsTransaction / holding uploadNot supportedNot supportedYes, with conditionsSet per instrumentYesYes, with conditionsRate matrix and manual entry

Mutual Funds, AIF, PMS, Bonds and Direct Equity carry a full product specification. The other five are basic information only by design — held, valued and reported, with no product-specific fields planned. Valuation basis is set per instrument rather than per product, and defaults to unitised. Non-unitised positions report at value with zero units.

Security and compliance

Built for the scrutiny it will face.

What we do, and what we are certified for

  • Data residencyClient data is held in India.
  • EncryptionIn transit and at rest, with managed key rotation.
  • Access controlRole-based, scoped to the hierarchy, every sensitive action logged.
  • CertificationISO 27001 audit in progress. Status and dates are published.

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

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

Every product class, one book

What rias and wealth firms ask.

Are goals linked to real holdings?

Yes. A goal draws on the positions assigned to it and computes progress from live valuations, so it stays true without anyone maintaining it.

Can I analyse held-away assets?

Held-away positions can be recorded and valued alongside transacted ones, so the analysis covers the client’s real picture rather than only the part you execute.

Do you support model portfolios?

Model portfolios can be applied and monitored, with drift against the model surfacing as it happens.

Does Finvica advise, or hold an RIA registration?

No to both. Finvica is technology. You hold the registration and you make the recommendations; the platform records, values and reports.

See it with your own book.

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Weekdays 09:30–18:30 IST