Finexa Nova · investor app
Your brand, in your clients’ pockets
Finexa Nova is the investor app that comes with Finexa. Your clients onboard themselves, track their goals, see their full portfolio and transact — on Android and iOS, under your name.
Latest release
Four things that arrived in the newest version
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NSE Invest integration for transactions
Orders placed in the app go straight through NSE Invest.
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NSE Invest integration for DIY investor onboarding
Clients open their own account without waiting on you for paperwork.
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PIN lock
The app locks to the person holding the phone, not just the handset.
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Family MF portfolio breakdown
A household’s holdings split by member, not pooled into one number.
Why it matters to an MFD
Fewer calls, more trust, more SIPs
Clients onboard themselves
PAN verification and mutual fund account opening, without chasing paperwork.
They see their portfolio any time
Goals and valuations are always to hand, so routine “what’s my value?” calls drop away.
Every login is your brand
Your logo on the loading screen, your name on the reports — not a platform’s.
You stay in touch between reviews
Ready-to-share reports and creatives give you something to send that is worth opening.
How it fits with Finexa
One ecosystem for you and your clients
Finexa runs your practice. The Finexa mobile app keeps it in your pocket. Finexa Nova gives your clients their own view of it. Data updates daily across all three, so nobody is working from yesterday’s numbers.
Nova is not a separate product to buy. It comes with Finexa, and it carries your branding from the day you switch it on.
In the app
What your clients can do in it
Six screens your clients will actually use, and what each one saves you.
Seamless onboarding
Guided steps with video KYC and PAN verification, through NSE Invest. Clients get themselves set up, and you see each account as it opens.
Every investment in one place
Net worth, asset allocation and every holding on one screen — including the family portfolio split by member, so a household sees itself properly.
Goal planning, made simple
Clients name what they are saving for — education, a house, retirement — put them in order, and watch each one fill up. A goal with a face on it gets topped up.
A risk profile that fits
A personalised risk assessment with a recommended allocation against it, so what a client is shown matches what actually suits them.
Anywhere, on either phone
Android and iOS, from the same account and the same data — with a PIN lock on the app and AES-GCM encryption behind it.
Real portfolio insight, not just a balance
Sector concentration, sub-asset analysis and performance over time. The sort of thing a client used to ring you to ask about.
Security and branding
Secure by design, and yours by default
Locked to the person holding the phone
A PIN lock on the app, and AES-GCM encryption for the data behind it.
Your logo, not ours
Your branding appears on the loading screen, the reports and the creatives, and updates in real time.
On both platforms
Android and iOS, from the same account and the same data.
Questions
What MFDs ask us about Nova
Is Finexa Nova included with Finexa?
Yes. Nova comes with Finexa rather than being bought separately.
Can my clients onboard themselves without me?
Yes — guided onboarding with video KYC and PAN verification, through NSE Invest. You see each account as it opens.
Is it available on Android and iOS?
Yes, on both, from the same account and the same data.
Give your clients an app with your name on it
See Finexa and Finexa Nova together in a 30-minute walkthrough.
Finexa Nova comes with Finexa, a Finlabs India product. Explore all five products →