Advantages - Finlabs India

Finexa equips and empowers the modern financial advisor. Who in turn can deliver the best-in- class and customized solutions to their clients. This then results in client satisfaction, retention and more revenue per client. But Finexa’s value proposition is not limited to higher revenues alone.
It is just the beginning!

For Client

Top class & Personalized Financial Advice

Plan for every need:
Life Goals, Budgets, Wealth, Insurance, Overall Finances etc.

Asset Accumulation through risk optimized asset allocation recommendations

Execute advice seamlessly and paperless online

Monitor and review your finances online

Everything in one place

Anytime anywhere access

High degree of transparency

Virtual Support from Advisors

Education on best financial practices and suitable products

For Advisors

Access to best-in- class Integrated Financial Advice Platform.

Everything in one place – Advice, Transact & Business

Personalized Plan for Client’s every need: Life Goals, Budgets, Wealth, Insurance, Overall Finances etc

Subscribe Product Features as per your business requirements

Access to best-in- class Risk Assessment & Asset Allocation models

Configure your own Risk profiling, Asset Allocation and product recommendation models

Execute advice seamlessly and paperless online

Long term asset accumulation and growth of AuA

See Clients entire information in one place.

Pro-actively monitor clients finances and advice

Virtually Support clients

Highly scalable platform with no capex requirement. Pay-as- you-grow

Anytime, anywhere access to you and your clients

Secured, robust, user-friendly features for superior customer experience

White-labeled platform. Put your own brand at the forefront