All your transactions into one seamless workflow

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.