The all-in-one wealth management platform that helps mutual fund advisors manage clients, track AUM, process transactions, and deliver a world-class investor experience.
From signup to a running advisory — no friction
From client onboarding to compliance reporting — manage your entire advisory business without switching tools.
AI-grounded answers from your firm's own data, behavioural nudges, and tools that make every client conversation count.
Models grounded in your firm's data, not generic content.
Make every quarterly review feel personal at scale.
Win more clients, retain the ones you have.
Tools that pay for themselves in the first month.
Available across Growth, Professional and Enterprise plans — see plan-by-plan breakdown below.
Connect with the tools your advisory already uses
Choose the plan that fits your firm's needs. Start with a free trial.
All plans include a 14-day free trial. No credit card required.
Finlura is built by a team with deep roots in Indian fintech — drawing on two decades of software engineering experience and an earlier mutual fund distribution platform that ran in production for several years, used by IFAs in daily practice.
That experience shapes every part of Finlura: how the dashboard is laid out, which SEBI compliance checks run silently in the background, how CAMS and KFintech feeds get reconciled, and which workflows actually save you time. Not a generic CRM. Not a back-office tool bolted onto a feed reader. Built specifically for the way an Indian IFA works.
AMFI / SEBI compliance is baked into the workflow, not bolted on. CAMS, KFintech and Franklin DBF feeds reconcile automatically every night. A built-in SEBI-language linter catches prohibited claims before they leave your inbox. Anomaly detection flags unusual redemptions and dormant-client reactivations. And every support request gets a response the same business day.
We're onboarding a curated set of advisors ahead of public launch. Includes locked-in launch pricing, priority feature requests, and direct input on the roadmap.
Sign up, set up your firm profile, and start managing your clients — no credit card, no commitment. Your 14-day free trial begins instantly.
Questions? Email us at support@finlura.com