FIVE PLATFORMS · BUILT FOR FINANCE
Mutual fund distribution, multi-asset wealth management, investor awareness, personal finance and gamified learning. Five platforms — take the one you need.
PRODUCT 01 — MUTUAL FUND DISTRIBUTION
The mutual fund distribution platform for MFDs and advisors
The platform mutual fund distributors and advisors run their practice on — transactions, clients, reporting and planning across the whole client lifecycle, with the Finexa Nova investor app for their clients.
PRODUCT 02 — MULTI-ASSET WEALTH MANAGEMENT
Multi-asset wealth management for wealth firms and family offices
The multi-asset wealth management platform for wealth firms and family offices — every asset on one platform, with advanced analytics and multi-asset reporting, and enterprise-grade security throughout.
PRODUCT 03 — INVESTOR AWARENESS
Run, track and report investor awareness programmes end to end
An integrated platform designed to streamline and scale Investor Awareness Programs (IAPs) efficiently. Whether managing digital or offline initiatives, it lets organisations execute, track and optimise IAPs while ensuring regulatory compliance.
PRODUCT 04 — GAMIFIED LEARNING
AI-powered gamified learning, in any sector
An AI-powered gamified learning platform for employees, partners and channels, in any sector — personalised paths, interactive content and customisable programmes, white-labelled, with HR integration.
PRODUCT 05 — PERSONAL FINANCE
An Investor's Finance Manager
A safe and convenient way to track all your bank accounts, credit cards and e-wallets live, in one place — without sharing passwords.
Feel free to reach out or schedule a quick call — we're happy to help.
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Mutual fund distribution platform
No tab switching required — get more done, faster, with everything in one place. Finexa is an all-in-one platform for Mutual Fund Distributors and financial advisors, available as a SaaS solution or an enterprise version.
Transact on NSE Invest, BSE StAR MF and MFU — from one place
Why Finexa
Finexa is an all-in-one Mutual Fund Distribution platform designed to simplify operations, enhance client engagement and accelerate business growth. Available as a SaaS solution or an enterprise version, it is tailored to the needs of Mutual Fund Distributors (MFDs) and financial advisors.
With its modular design, Finexa is cost-effective and ensures a faster go-to-market. The platform automates key workflows such as reporting and portfolio tracking, centralises client data and streamlines back-office processes — all while supporting your brand identity.
No tab switching required — get more done, faster, with everything in one place.
Manage multiple ARNs seamlessly, without switching systems or duplicating effort.
From performance to compliance, Finexa brings clarity with reports that speak your business language.
A dedicated Customer Service Manager who understands your setup and priorities.
Key features
Designed with flexibility in mind, Finexa's modular architecture adapts as your financial landscape changes, so you can scale and add tools when you need them.
Finexa Nova is the investor app: clients view portfolios, track goals, access reports and transact — on Android and iOS, under your brand.
What our clients say
Pick any card to watch the video or read the full note.
Book a walkthrough with the Finexa team, or tell us about your setup and we'll show you how it fits.
FAQs
30 questions about Finexa. Type to find one.
Finexa is a comprehensive mutual fund distribution platform designed to help Mutual Fund Distributors / Advisors manage their business from a single hub. With features such as client onboarding, transactions, reporting, and portfolio tracking, Finexa brings together the tools needed to run and grow your practice.
Mutual fund distributors and advisors — from new ARN holders to multi-ARN firms — and banks, broking firms and institutions that need a one-stop platform for mutual fund distribution and tracking.
Finexa integrates with all three mutual fund transaction platforms — NSE Invest, BSE StAR MF and MF Utility (MFU) — so you can transact on the one you prefer.
Yes. Finexa supports digital client onboarding, including PAN verification, MF Transaction Account opening and can be done through both the Finexa website and Finexa Nova App (Do-it-yourself Investor Onboarding) to help reduce manual paperwork.
Yes, currently through NSE. MFDs can offer SIP top-ups and New Fund Offers (NFOs) directly through Finexa; support on BSE StAR MF is in development.
Yes. Finexa gives you a consolidated view to monitor investments, track performance and see client information on one dashboard. You can generate and share transaction, portfolio valuation and gain/loss reports across all of a client's mutual fund investments.
Yes. You can set goals for each client, track progress over time and earmark existing investments to a specific goal — the full journey from planning to investing to tracking.
Yes, for tracking. You can record fixed deposits, equities, insurance and other assets to see a client's full picture. Transactions are available for mutual funds only.
Yes. Reports can be generated and downloaded or shared digitally through email, helping MFDs communicate portfolio updates quickly and professionally.
Client reports include portfolio summary, transaction statements, capital gain/loss and performance reports. Business reports include business MIS, AUM reconciliation, brokerage MIS and SIP valuation.
Yes. Finexa allows you to manage multiple ARNs at no additional cost, making it ideal for firms or MFDs operating under more than one ARN.
Yes, protecting your data is a priority. Finexa uses advanced encryption (AES-GCM), which ensures both strong protection and data integrity in the background.
Finny is Finexa’s built-in AI assistant designed to help you quickly find information about the platform. Whether you have questions about features, reports, or workflows, Finny is there to assist you.
Yes. Finexa is a web-based platform, allowing you to securely access your business from anywhere with an internet connection. Investors can also stay connected through the Finexa Nova mobile app and MFDs can stay connected through the Finexa Mobile app.
Yes. Through Finexa Nova and various reporting options, clients can stay informed about their portfolios while MFDs can easily share reports and updates whenever required.
Yes. Finexa Nova enables investors to view their portfolios, access reports, complete transactions, track goals, and stay connected through a convenient mobile experience. The app is available on Android as well as iOS platforms.
Yes. Finexa offers white-label branding options at a separate cost, allowing MFDs and institutions to present the platform under their own identity.
Finexa includes ready-to-use, white-labelled marketing creatives you can share with clients to stay in regular touch.
Finexa includes ready-to-use white-labelled marketing creatives that MFDs can share with clients to stay connected and maintain regular communication.
Yes. Finexa provides detailed fund information along with fund comparison tools to help MFDs evaluate schemes and support investment decisions.
Yes. Build your own recommended product list, and Finexa will suggest schemes that match each client's risk profile.
Our support team is committed to providing prompt assistance. Most queries receive a quick response, with most issues resolved within 48 hours.
Yes. We provide onboarding assistance, assistance for NSE/BSE/MFU registration, platform demonstrations, and ongoing support to help MFDs get the most from Finexa.
Yes. Contact our team to schedule a demo or explore the platform through a trial, so you can see how Finexa fits your business before making a decision.
Yes. Finexa is a fully white-labelled platform where you can update your logo and information to reflect in real time on the main page, reports, creatives and the Finexa Nova App loading screen.
Portfolio, transaction and NAV data update every day, so you always see the latest information for your clients and your business.
No. Finexa does not deduct any commission or levy additional transaction charges on your mutual fund business. Your earnings remain yours.
Quick Access is a navigation tool that helps you reach frequently used pages and features in just a few clicks, reducing the time spent searching through menus.
Yes, many MFDs have transitioned to Finexa from other platforms. Provided you are operating under your own ARN, our team can guide you through the onboarding process and help you understand the options available based on your existing setup.
Yes. Finexa is designed to support MFDs from the very beginning of their journey, providing the tools needed to onboard clients, execute transactions, generate reports, and manage a growing practice.
Finexa is a Finlabs India product. Press Esc, click outside the screen, or use the button at the top left to close it.
Multi-asset wealth management platform
A fully integrated digital platform designed to streamline operations for family offices and wealth management firms. The B2B2C model carries service delivery from the back office all the way to end clients — empowering growth and enhancing customer experience.
Platform functional architecture
Channels sit on top, the app components do the work in the middle, and the data and integration layer keeps everything fed.
The functional architecture — three layers, one platform
Layer 01
Layer 02
Layer 03
What the platform does
From onboarding a family to reconciling the revenue it generates — the pieces below are what firms use day to day.
Operational capabilities
Three capabilities carry the day-to-day load. Pick one to see it larger.
01
BSE StAR and MFU integration, so orders are placed from inside the platform.
02
Security master data and KYC checks arrive over APIs, keeping records current and compliant.
03
Orders and feeds processed end to end, ready for reporting and reconciliation.
Platform advantages
Every business has its own goals and challenges. Book a personalised demo and we'll show you how the stack fits yours.
FAQs
18 questions about the wealth management stack. Type to find one.
It is a wealth management stack: a fully integrated digital platform designed to streamline operations for family offices and wealth management firms, from the back office through to end clients.
Family offices and wealth management firms. The B2B2C model means the firm runs its own operations on the platform and serves its end clients through it.
Finlabs provides the platform to your firm, and your firm serves its clients on it. Service delivery runs from the back office to the end client without a break in the chain.
In three layers: the channels and presentation layer (front office, back office and external interfaces), the key app components in the middle, and the data and integration layer underneath.
User management, data aggregation and management, portfolio insights, model portfolios and recommendations, reporting and dashboards, and revenue tracking and reconciliation.
The platform is a responsive web app, with a mobile app option. Clients can reach real-time portfolio reports and insights on both.
Yes. The client dashboard gives them access to real-time portfolio reports and insights through the web and mobile apps.
Onboarding is digital and designed to be smooth and efficient, and sits alongside investment planning and rebalancing as part of the advisory services on the platform.
Consolidated portfolio data across assets, which is what the portfolio insights and reporting are built on — so the numbers you act on are complete.
Real-time data visualisation and performance tracking, with reporting and dashboards for the roles that need them — including a dedicated RM dashboard.
Actionable insights for relationship managers: families, clients, RMs and prospects, with current value, AUM held, AUM held away and gain or loss per client.
Through BSE StAR and MFU integration, so orders are placed from inside the platform rather than in a separate system.
KYC APIs are part of the integration layer, along with security data providers, so checks and security master data come in over APIs.
Yes. Revenue tracking and reconciliation is one of the key app components, with comprehensive tracking and reconciliation tools.
Security is enterprise-grade, aimed at top-tier data protection and compliance, with audit and compliance support so industry standards are met with ease.
The data and integration layer is where external interfaces, security data providers and KYC APIs connect, and it is the layer to talk to us about for your own systems.
Proactive insights support better investment decisions, and firms see increased client retention, cross-selling and referrals as the client experience improves.
Book a personalised demo with the Finlabs team. Tell us about your setup and we will show you how the stack fits it.
Finexa GenNxt is a Finlabs India product. Press Esc, click outside the screen, or use the button at the top left to close it.
Investor awareness programs
Finaware empowers organisations to effortlessly manage both online and offline Investor Awareness Programs — from execution and tracking to optimisation, all while ensuring complete regulatory compliance.
One governed lifecycle — planned, approved, delivered, attended, reported
Why choose Finaware
From execution and tracking through to optimisation, with regulatory compliance carried along the way.
Plan, execute, and track investor awareness events seamlessly.
Built-in admin approvals for agencies and event operations.
Run programmes via QR attendance or auto-record, online or offline.
Connect with existing L&D teams, trainers, and channel partners.
Simplified reporting with instant, geo-tagged audit packages and proof logs.
Collect real-time feedback and issue digital participation certificates instantly.
Inside the platform
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Unlock the Finaware advantage
Security & compliance
Finaware is designed with robust security measures to safeguard your investor data.
Where it runs
Who gets in
How data is held
Finlabs Learning Hub
Leverage Finlabs Learning Hub, our content curation service, to access a ready-to-use library of investor education materials. Customise and deploy high-impact content for maximum awareness and engagement.
Get in touch today to see how Finaware can help you scale, optimise and measure your Investor Awareness Programs for maximum impact.
FAQs
18 questions about managing IAPs. Type to find one.
Finaware simplifies the entire lifecycle of IAP management — from scheduling sessions, uploading attendance sheets and tracking expenses to monitoring trainer performance and ensuring compliance. It gives your team an end-to-end dashboard to stay organized and audit-ready.
Finaware uses a role-based access system, so every user sees and performs only what is relevant to their role. Admins get full control to manage users, programmes, compliance data and reports. Training agencies can plan sessions, assign trainers and monitor execution progress. Trainers handle on-ground activities such as attendance marking, photo uploads and session closure.
Yes. Finaware uses encrypted storage and industry-standard security to keep your IAP data confidential: 256-bit TLS encryption, servers in a private zone, secure authentication with Keycloak, encrypted data storage, role-based access control and continuous monitoring.
Yes. Finaware offers customisable modules, report formats, access levels and fields to align with your internal processes.
Yes. Finaware is built with SEBI IAP requirements embedded into the workflow. Mandatory fields, approvals, document uploads and audit-ready reports ensure compliance at every stage of the programme lifecycle.
Yes. Participants can self-register using a registration link or QR code, making the process simple and scalable. Admins can also add participants manually or by bulk upload for closed events.
Finaware is intuitive, user-friendly and quick to onboard. Training and walkthrough support are provided to ensure a smooth transition.
Unlike spreadsheets or manual processes, Finaware offers centralised control, real-time visibility and built-in compliance, making IAP management smarter and future-ready. AI-driven insights are an upcoming feature.
Yes. AMCs can request a personalised demo to see how Finaware fits into their IAP ecosystem and compliance needs — use the Request a demo button on this screen.
Yes. Finaware supports both online and offline IAPs, with features such as venue management, map links, attendance tracking and format-specific handling.
Yes. Finaware supports multilingual IAPs, allowing AMCs to plan, execute and track sessions across different languages to improve regional reach. Engagement reporting by language is an upcoming feature.
Yes. Finaware triggers system notifications for approvals, pending actions and upcoming events, so nothing is missed.
Yes. Finaware is scalable and adaptable, making it suitable for AMCs of all sizes, regardless of the number of IAPs conducted.
Finaware offers ongoing support, training and platform enhancements, ensuring smooth operations and continuous improvement.
Invoices can be created by the training agency and trainers only, and only after submitting all mandatory documents upon event completion.
Yes. Only completed and approved sessions are eligible for invoicing.
Yes. Every invoice in Finaware is mapped to one or more completed IAP sessions, ensuring complete traceability and justification for billing.
Yes. Finaware connects with existing L&D teams, trainers and channel partners, so the programme runs through the ecosystem you already have.
Finaware is a Finlabs India product. Press Esc, click outside the screen, or use the button at the top left to close it.
AI-powered gamified learning platform
With Learngenie, crafting immersive, branded learning experiences is simple. Engage your workforce, enhance sales capabilities and foster skill development across your organisation. Our comprehensive and scalable platform is tailored to meet the varied requirements of modern enterprises.
A learning journey that climbs — and rewards the climb
Playable demos
Experience the games your teams will play. Click any card to launch a demo. Every session ends with a path to enterprise onboarding.
Financial Quiz — Live Interactive Session
LIVELive rankings
Play to get added!
SIP = Systematic Investment Plan. A disciplined approach to long-term wealth creation.
Section 80C offers tax deductions up to Rs.1.5 Lakh per year for ELSS mutual funds.
ELSS funds have a mandatory lock-in of 3 years — the shortest among all Section 80C options.
Why Learngenie
Learngenie is a versatile, white-labeled Learning Management Platform designed to provide personalized and customized learning journeys. It supports gamification, multiple stakeholders and quick go-to-market solutions, with plans to suit different needs.
It suits corporates looking to implement efficient and engaging learning for their employees, as well as educational institutions and training organisations enhancing their learning management.
Learning paths tailored to each learner's profile, preferences and performance.
Points, badges, leaderboards and challenges that keep learners coming back.
Admins, trainers, compliance and content managers and participants, each with their own rights.
Designed for rapid deployment, so training can start without a long build.
Key features
Every screen below is from the platform. Pick one to see it full size.
Create personalised learning journeys that ignite curiosity and drive success, delivering content as one cohesive experience.
Each learner gets an overview of recommended, pending and completed courses, plus the badges and milestones they have earned.
Learners compete with peers by earning points, sharing badges and receiving certifications — a sense of accomplishment and healthy competition.
Create and manage courses with various completion criteria, add them to your library, and target specific departments or third-party vendors.
HTML, PDFs, videos, documents, presentations, image slides, Excel sheets, assignments, assessments, polls, surveys, SCORM packages and exams.
Design and manage single-subject, multi-subject and recurring courses, or courses that form part of a longer learning path.
Support admins, trainers, compliance or content managers and participants, with granular permission control over user rights.
Run live meetings and webinars with audio, video, polls and other interactive tools, for dynamic and immersive sessions.
Quality online assessments with multiple question types, bulk question import, and assignments and tests to gauge knowledge and skills.
Design and upload custom certificate templates, and issue certificates automatically based on course completion criteria.
Motivate learners with rankings on leaderboards, points and badges earned on different criteria — customisable to your goals.
Track learner progress with comprehensive reports across attendance, assignments, results, exams and certifications.
What our clients said about us
Use cases
Financial services
Pharmaceutical
Financial literacy
Experience the power of Learngenie yourself. Book a demo and see how the platform can enhance your organisation's training and development.
FAQs
15 questions about Learngenie. Type to find one.
Learngenie is a versatile, white-labelled Learning Management Platform designed to provide personalised and customised learning journeys. It supports gamification, multiple stakeholders, quick go-to-market solutions, and offers various plans to cater to different needs.
Learngenie is ideal for corporates looking to implement efficient and engaging learning solutions for their employees. It is also suitable for educational institutions and training organisations seeking to enhance their learning management capabilities.
Personalised and customised learning journeys, gamification to increase engagement, support for multiple stakeholders, quick go-to-market solutions, a mobile application for on-the-go learning, self-paced learning modules, and webinars and live sessions.
Yes. Learngenie can be fully customised to meet the specific needs of your organisation. Corporates can fill out a form to receive a customised solution and package tailored to their requirements.
Gamification is the application of game-design elements and principles in non-game contexts to enhance user engagement. Learngenie incorporates it by integrating points, badges, leaderboards and challenges to make learning more interactive and motivating.
Learngenie uses advanced algorithms to tailor learning paths based on individual learner profiles, preferences and performance, so each learner receives the content and assignments most relevant to their needs and goals.
Yes. Learngenie is designed to support multiple stakeholders, including administrators, instructors and learners. Each stakeholder can have specific roles and permissions to manage and participate in the learning process effectively.
Learngenie is designed for rapid deployment, allowing organisations to implement and start using the platform quickly. The exact timeline may vary based on customisation requirements and the complexity of your organisation's needs.
Yes. Learngenie offers a mobile application that allows learners to access their courses and learning materials on the go. The app supports all the features available on the desktop version, ensuring a seamless learning experience.
Learngenie supports self-paced learning modules, live webinars and interactive sessions, so learners can choose the method that best suits their learning style and schedule.
Yes. Learngenie provides tools for creating and administering exams and assessments. Instructors can design various types, including multiple-choice questions, essays and practical tasks, to evaluate learner performance effectively.
HTML, PDFs, videos, documents, presentations, image slides, Excel sheets, assignments, assessments, polls, surveys, SCORM packages and exams — the platform supports diverse content formats.
Learngenie offers robust analytics and reporting features to track learner progress, performance and engagement. Administrators and instructors can access detailed reports and dashboards to monitor individual and group progress.
Our support team is available by email and phone for any technical help or queries.
Corporates can fill out the form available on our website to request a customised solution. Our team will get in touch to discuss your requirements and create a tailored package that fits your needs.
Learngenie is a Finlabs India product. Press Esc, click outside the screen, or use the button at the top left to close it.
Your financial companion
Welcome to Fiscus, where financial management becomes simple, efficient and convenient. With Fiscus you can effortlessly take control of your finances, making informed decisions that align with your financial goals.
Accounts, bills, investments and spending — gathered into one clear picture
Gain financial clarity
Fiscus provides a consolidated view of all your financial assets, bills and investments, giving you a clear picture of your financial health in one central location.
It offers automation and advanced features that save you time and effort, giving you peace of mind when it comes to your financial management.
Timely reminders for due and overdue bills, so you stay on top of your commitments without manual tracking.
Track investments in real time — stocks, mutual funds or retirement schemes — and manage your portfolio effortlessly.
Simplified tracking, categorisation and budgeting, so you understand where your money is going.
Find an Advisor connects you with experienced financial professionals in your area for personalised advice.
In the app
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Find an Advisor
By signing up for Fiscus you will be featured in our “Find an Advisor” section, at no cost. Sign up and get leads directly in your inbox.
Security & convenience
Fiscus prioritises the security of your financial data, ensuring it remains safe and confidential.
Safe
No credentials
Peace of mind
What our clients say
“This is amazingly convenient. Now I don't have to see all my accounts and cards in 5 different apps!”
Alok Sheth
“I have been struggling to find a good expense manager app. The ones available are either too complex or require a lot of daily input. Fiscus makes this task so simple and yet so informative. The budget tracking feature is also very helpful.”
Ritesh Shukla
“Loved the ability to track most of my bills without having to set up anything.”
Manish Ghag
“This is a very useful feature! Not just Equity & Mutual Fund Investments, I can track my bank deposits and other investments too.”
Anuj Modi
“This is a unique feature — it gave me an option to connect with the best financial advisors in my area. Thanks, Fiscus.”
Ritwika Roy
“Fiscus has really made my life easy. I have just started using it and am really hooked on its features. Way to go!”
Veerta Jain
“I have used some expense managers in the past. But Fiscus outscores them especially with its expense auto-classification feature. I don't have to sit and classify every transaction manually.”
Sagar Deshmukh
Get Fiscus on your phone, or talk to us about featuring in Find an Advisor.
FAQs
12 questions about the app. Type to find one.
Fiscus is a personal finance app — your financial companion. It gives you a consolidated view of your financial assets, bills and investments, so financial management becomes simple, efficient and convenient.
Fiscus is available on Google Play — use the Get the app button on this screen.
All your financial assets, bills and investments: total bank balance, outstanding bills, this month's expense and income, your holdings with current value and gain or loss, and your recent transactions.
Fiscus sends timely reminders for bills that are due and for bills already overdue, so you stay on top of your commitments without tracking them manually.
Stocks, mutual funds and retirement schemes, and users also track bank deposits and other investments alongside them — all in one portfolio, in real time.
Yes. Fiscus simplifies expense tracking, categorisation and budgeting, and classifies transactions for you rather than asking you to categorise each one by hand.
No. Fiscus eliminates the need to share sensitive information such as passwords.
Fiscus prioritises the security of your financial data, ensuring it remains safe and confidential.
It connects you with experienced financial professionals in your area for personalised advice, straight from the app.
Yes. By signing up for Fiscus you are featured in the Find an Advisor section at no cost, and leads come directly to your inbox.
No. Featuring in Find an Advisor is at no cost.
Time and effort. Its automation and advanced features do the legwork, which is what gives you peace of mind over your financial management.
Fiscus is a Finlabs India product. Press Esc, click outside the screen, or use the button at the top left to close it.