The Advisory Infrastructure Layer for MFDs & RIAs Managing ₹30 Cr+ in AUM
500+ MFDs trust FinApp for their practice
Institutional-grade research, portfolio health checks, and compliance automation—built strictly for independent financial advisors.
AMFI-Registered MFDs/RIAs Onboarded
Parameter fund ranking
Risk Profiling Aligned to SEBI Framework
Full portfolio review
Migration cost
A Structured 3D Risk Assessment, Built to
SEBI Master Circular Requirements
A questionnaire structured to SEBI Master Circular requirements, three-dimensional risk assessment, and continuous portfolio drift monitoring — with a full timestamped audit trail you can show your compliance reviewer.
3D Risk Questionnaire
Pre-Recommendation Check
Continuous Monitoring
Audit-Ready
by Design.
Every recommendation is logged with its inputs, methodology and timestamp — the record your compliance reviewer will ask for.
Every Recommendation Is
Suitability-Checked Against Risk Profile.
"Every recommendation your advisor makes is cross-checked against your risk profile before it reaches you."
Build lifelong trust by ensuring that every investment fits the client's long-term financial capacity and tolerance.
* Questionnaires and suitability workflows are structured around SEBI Master Circular guidelines; represents self-assessed product design alignment and does not constitute official SEBI certification, endorsement, or regulatory approval of third-party software.
Your Client's Full Financial Picture. In Your Hands. In 10 Minutes.
Stop relying on partial data from single RTAs or manual spreadsheets. To give true advice, you need to see the entire holding—even the parts of the portfolio not currently managed by you.
FinApp's institutional-grade CAS processing engine digitizes complex statements from MF Central, CAMS and KFintech in seconds, giving you a consolidated view of every rupee your client has invested.
Getting the "Honest Picture"
Clients often hold a significant share of their wealth in legacy direct plans or other platforms. Without CAS analysis, you're advising in the dark. We bring that light in minutes.
The 10-Minute Workflow
Client shares CAS
Digital pull via MF Central or manual statement upload.
FinApp processes full portfolio
AI-driven extraction across all RTAs and holding types.
MFD delivers complete review
Institutional-grade PDF review ready for the client.
- Total AUM across all RTA platforms
- Scheme overlap & concentration risk
- Performance attribution vs benchmarks
- Asset allocation drift analysis
- Potential tax harvest opportunities
How It Works
Connect
Visualise
Communicate
Your Clients Are Being Shown a Complete View by Apps. FinApp Means You Show It First — With Context No App Can Offer.
Direct investment apps
- Purely transaction focused
- Static/Delayed data feeds
- Zero advisor context
- One-size-fits-all logic
- Designed to sell products
You — on FinApp
- Deep risk-aligned strategy
- Continuous drift monitoring
- Human-led advisory tech
- Personalized goal mapping
- Designed to build trust
Institutional-Grade
MF Research & Analytics
Go beyond basic NAV tracking. FinApp provides deep-dive research tools built on 21 professional parameters used by institutional fund managers.
21-Parameter Fund Screener & Research
Portfolio Overlap & Holding Analysis
High concentration in Financial Services across 4 schemes.
Portfolio Vulnerability Audit
Investment Themes & Portfolio Optimisation
Capabilities that Scale Your Practice.
Intelligent Drift &
SIP Monitoring
The 10-Minute Review
Workflow
Built to Scale Your Practice
Delightful Client Experience
The Shift to Precision Advisory.
Without FinApp
- Manual spreadsheet data entry
- 2-3 day wait for client reports
- Partial 'blind' portfolio view
- Hidden compliance blindspots
- Manual rebalancing checks
- Passive client engagement
- Stagnant practice scalability
With FinApp
- Highly Automated RTA & CAS feeds
- Instant WhatsApp & Email delivery
- Full CAS consolidated holdings
- Audit trail built to SEBI documentation standards
- Proactive smart drift alerts
- Interactive Goal GPS tracking
- 10X faster client onboarding
"The biggest risk is not what you see, but what you ignore in your client's shadow portfolio."
In a world of direct apps and aggressive fintechs, your value lies in the depth of your insight. FinApp ensures that insight is powered by data verified against RTA source data, leaving no room for guesswork or client churn.
Trusted by 500+ Professionals.
"Pehle Sunday raat ko Excel. Ab Sunday ko family ke saath."
"Earlier it was Excel on Sunday night. Now it's Sunday with family."
"Ab main AMC ke slide pe nahi, apne data pe advice karta hoon."
"Now I advise based on my own data, not on AMC slides."
"Switch karne mein 20 minute lage. 2 saal pehle hi karna chahiye tha."
"It took 20 minutes to switch. I should have done it 2 years ago."
* Representative advisor personas and illustrative impact metrics based on internal pilot workflows and beta testing. Individual practice outcomes and time savings may vary based on client book size, transaction volume, and advisory engagement models.
Configure Your Practice in
3 Minutes.
No fixed rigid tiers. Calculate your practice's exact value, efficiency ROI, and customized pricing based on your active client book and advisory modules.
Book-Size Based Pricing
Never pay an AUM cut. Scale transparently based on your active client count and advisory frequency.
Modular Advisory Stack
Select only the modules you need: Advisory Growth, Research OS, Coverage, or Risk & Suitability.
Zero Disruption
Works directly on top of your existing BSE StarMF / transaction platform. No client migration required.
Need a tailored enterprise or multi-ARN setup?
Schedule an advisory walkthrough with our solutions desk to build a custom implementation for your firm.
* All module configurations and pricing simulations are exclusive of applicable GST. FinApp sits on top of your existing transaction infrastructure; no client migration is needed.
Everything you need to advise better.
Nothing you don't.
Portfolio Review — 10 Minutes
From CAS to clear, actionable insights. Review any client portfolio before every meeting — not after.
3D Risk Profiling
Go beyond basic risk forms. Understand your client's real risk — behavioural, financial, and portfolio-level.
Suitability Check
Instantly verify if the portfolio matches the investor's profile. Stay SEBI-aligned on every recommendation.
CAS Portfolio Visibility
See the complete mutual fund portfolio across all AMCs — fetched via CAMS/Kfintech detailed CAS upload.
Overlap Analysis
Spot fund duplication before your client does. Tighten allocations. Strengthen conviction.
Smart Alerts
Automated triggers for rebalancing, SIP renewals, and key portfolio events. Less manual work, more proactive service.
White-Label Advisory Layer
Your brand. Your client relationship. FinApp stays invisible — you stay indispensable.
No migration. No disruption.
No learning curve.
You don't change your system. You upgrade your capability.
No Migration
Your client data, history, and records stay exactly where they are currently stored.
No Disruption
Clients continue to use their familiar transaction apps without any friction or change. (FinApp's client-facing portal and Goal GPS are optional — clients only see them if you choose to share a report that way.)
No System Change
Your existing terminal, login, and backend systems remain exactly the same.
Common Questions.
Addressing the concerns of serious MFDs and RIAs.
Ready for the 10-minute review?
Experience our structured advisory live in a 1-on-1 walkthrough.
Book My Free DemoRun Your Practice on Process —
Not Just Effort. See It in 20 Minutes.
Join 500+ elite MFDs who have automated their advisory infrastructure. Scale your AUM without scaling your hours. Onboarding slots for this quarter are limited to maintain a 1-on-1 walkthrough for every new MFD.
Zero Data Migration Required
Our platform layers over your existing setup via official CAS feeds. No manual entry, no server shifts, no friction.
See FinApp
Live in 10 Minutes.
Witness our professional advisory layer review a real client portfolio. No commitment. Just institutional-grade alpha.
Serious MFD Focused
Built after 4000+ MFD conversations for evolved practices.
* Zero client migration required for the trial.