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Built for Indian IFAs & MFDs

Grow Your Practice. Delight Your Clients.

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.

No credit card required 14-day free trial AMFI/SEBI compliant
40+
AMCs Covered
50+
Reports
99.9%
Uptime SLA
24/7
Support

Get Started in 4 Steps

From signup to a running advisory — no friction

1

Sign Up

Create your account in minutes with a simple registration

2

Setup

Configure your firm profile, add team members, and customize

3

Import

Upload your existing client data, folios, and transaction history

4

Go Live

Start managing your advisory with powerful tools at your fingertips

Everything an IFA Needs, in One Platform

From client onboarding to compliance reporting — manage your entire advisory business without switching tools.

Client Management

Centralized client database with KYC tracking, family mapping, risk profiling, and complete investment history.

Transaction Processing

Purchase, redeem, switch, SIP, STP, SWP — process all mutual fund transactions from a single dashboard.

AUM & Analytics

Real-time AUM tracking, scheme-wise breakdowns, net flow trends, top investors, and concentration risk.

30+ Reports

Capital gains, CAS, P&L, dividend, SIP performance, benchmark comparison, trail commission, and tax harvesting.

Daily Feed Auto-Import

CAMS, KFintech & Franklin DBF feeds auto-imported nightly via email forwarding or SFTP — zero manual work.

Multi-Channel Communications

Bulk broadcasts via Email, SMS, and WhatsApp with templates, scheduling, and delivery tracking.

Compliance & DPDP

FATCA, KYC expiry, nomination tracking, AML/STR detection, DPDP consent management, and SEBI complaints.

Video KYC

Digio-integrated video KYC for paperless onboarding — fully SEBI-compliant.

Family & Goal Mapping

Group investors by family, link investments to goals, and track progress towards financial milestones.

Occasion Greetings

Auto-send personalized birthday, anniversary, and festival wishes — strengthen client relationships effortlessly.

Portfolio Health Score

AI-driven health scoring with diversification, concentration, and overlap alerts for every portfolio.

Empanelment & ARN

AMFI ARN verification, EUIN management, BSE empanelment, and registrar credential storage in one place.

Financial Calculators

SIP, lumpsum, retirement, education, and goal calculators — share results with clients via WhatsApp.

Sub-Broker Workflow

Manage sub-brokers with role-based access, commission splits, and approval workflows for transactions.

Branded Investor Portal

White-labeled self-service portal for your investors with portfolio view, statements, and goal tracking.

Why Finlura

Capabilities built for the next decade of advisory

AI-grounded answers from your firm's own data, behavioural nudges, and tools that make every client conversation count.

AI-Powered Advisory

Models grounded in your firm's data, not generic content.

AI Advisory Assistant

Ask anything about your investors, portfolios, goals or notes. Streaming answers with citations back to source records.

Client Attitude Insights

Sentiment + theme detection on every client note and chat — surfaces who needs a reassurance call, before they ask.

Anomaly Detection

Flags unusual redemptions, first-time scheme categories and dormant-client reactivations — protects clients and your reputation.

Behavioral Nudges

Daily rule-based prompts: SIPs missed, KYC expiring, goals at risk, drawdown-driven panic risk.

Deeper Client Relationships

Make every quarterly review feel personal at scale.

Auto Engagement Letters

Personalized quarterly reviews emailed to every client without you lifting a finger.

Pep Talk Mode

Printable review-call kit: talking points, action items, conversation prompts — ready in one click.

In-App Chat with Actions

Secure investor messaging with one-tap Approve/Reject buttons for SOAs, orders and proposals.

Investor Achievements

Gamified milestones (SIP streaks, goal achievements, AUM levels) — keep clients motivated and engaged.

Practice Growth

Win more clients, retain the ones you have.

Lead Pipeline + Webhooks

Facebook / Google / LinkedIn Lead Ads flow directly into your CRM with one-click conversion to investor.

Advisor Transfer Pack

Consent-based portfolio onboarding from another IFA — packaged in minutes, not weeks.

Mobile CRM

Pipeline kanban, relationship heat-map, voice notes from meetings — your CRM stops being separate from your DMS.

Productivity Assistant

Compliance-safe message templates, meeting agendas, and a built-in linter that catches SEBI-prohibited language.

Operational Excellence

Tools that pay for themselves in the first month.

360° Wealth View

MF + EPF + NPS + Real Estate + Gold + Crypto + PMS/AIF — every asset class in one screen, with live crypto pricing.

Goal Rebalancing

Automatic drift detection vs target allocation with concrete buy/sell/switch recommendations per goal.

Financial Health Score

One-click 0–100 score across 7 dimensions — turns vague conversations into concrete action plans.

Smart Document Vault

Insurance / mandate / property / loan / tax docs with expiry reminders sent automatically to you and the investor.

Available across Growth, Professional and Enterprise plans — see plan-by-plan breakdown below.

Seamless Integrations

Connect with the tools your advisory already uses

Email Notifications

Automated emails for portfolio updates, SIP reminders, and account alerts via Amazon SES.

SMS Alerts

Transaction confirmations, OTP delivery, and SIP reminders directly to your clients' phones.

WhatsApp Business

Send portfolio summaries, NAV updates, and greeting messages through WhatsApp.

Data Import

Import client data, CAMS/Karvy feeds, and transaction history via Excel or automated feeds.

Plans for Every Practice

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.

Trusted by Indian Advisors

“Finlura transformed how I manage my 200+ clients. What used to take hours now takes minutes. The client portal alone has reduced my support calls by 60%.”

Rajesh Sharma

IFA, Mumbai — ARN-12345

“The compliance tracking is a lifesaver. FATCA declarations, KYC expiry alerts — I never miss a deadline. My AMFI audit was the smoothest it has ever been.”

Priya Mehta

MFD, Ahmedabad — ARN-67890

“I switched from spreadsheets to Finlura and my AUM grew 40% in the first year. The professional reports and investor portal give my clients confidence.”

Sunil Reddy

IFA, Hyderabad — ARN-34567

Get Started in Minutes

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