Our Packages - Finlabs India

Finexa offers completely flexible packages that fit your client & business needs.
So Pick your Plan & Pay as you go
Goal Planning
$ /monthly
  • Plans for various Life Goals
  • Need Gap Analysis
  • How much to invest & Where
  • Risk Profiling & Asset Allocation (Glide Path / Non Glide path)
  • Goal Execution Advice with Product Recommendations
  • Cash Flows
  • Generate Goal Planning Report
Portfolio Management
$49.99 /monthly
  • Multi-Asset Portfolio Tracking
  • Loan & Liabilities Review
  • Networth Analysis
  • In-depth Equity & Debt Portfolio Review
  • Risk Profiling & Asset Allocation Recommendation
  • Product Recommendations
  • Generate Portfolio Management Report
Financial Planning
$59.99 /monthly
  • Budget Management
  • Multi-Asset Portfolio Tracking
  • Risk Profiling & Asset Allocation
  • Contingency Planning
  • Plan for All important Life Goals Simultaneously
  • Goal Execution Advice & Products Recommendations
  • Insurance Planning
  • Cash Flow
  • Generate Financial Planning report
Invest in MFs Online
$69.99 /monthly
  • Integrated with BSE Star MF, NSE NMF II and MFU Platforms
  • Choose one or more platforms for your clients
  • Transact in Mutual fund Schemes across AMCs
  • Onboard Clients and Create new NACH mandates online
  • Upload existing clients & mandates
  • Initiate all types of MF transactions - Lumpsum / SIP / STP / SWP / redemption etc.
  • Execute Planning recommendations through single click “Add to Cart” feature
MF Backoffice & CRM
$79.99 /monthly
  • Integration of RTA mail back files from CAMS, Karvy, Franklin etc.
  • Auto-Upload Feature for mail-back files with minimum intervention
  • Seamless On-boarding of MF clients in Finexa
  • Generate Client / Family Portfolio Valuation reports, Statement of Accounts
  • MF Realized, Unrealized and Capital Gains Statement
  • Transactions, SIP / STP reports, etc.
  • Comprehensive Business Reports Suite
Client Portal
$89.99 /monthly
  • View complete Portfolio & its Performance
  • View Financial & Goal Plans and Product Recommendations
  • Manage Access Rights for Clients
Client Mobile App
$ /monthly
  • Highly Automated & Secure Client Mobile App for Your Clients to track their Personal Finance
  • Track all banks accounts, credit cards & e-wallets real-time in one single place without sharing pin or password
  • View account statements for all bank accounts and credit card statements instantly
  • Track business expenses & income as per category and their trends
  • Track utility and other bills through auto-reminders
  • Track Multi-asset Portfolios Realtime including MF, Equity, FDs, Small Savings Schemes etc.
  • Detailed tracking of MF Investments, transactions etc.
  • Bank grade security for client data protection
Video KYC Powered by LIC Mutual Fund
$ /monthly
  • Completely online and paperless
  • As per SEBI Approved Process
  • Simple and Do-it-yourself process
  • Make your clients KYC compliant and start investing
Key Business Features (SaaS)
$99.99 /monthly
  • Cloud based platform offered as SaaS. No capex required
  • Multi-user login & Hierarchy mapping
  • White-labeled Platform
  • Choose modules as per business needs & pay for them
Key Business Features (Enterprise)
$99.99 /monthly
  • Enterprise - On Premise versions available
  • Need-based Customization for both B2B and B2C solutions
  • Integrations with legacy systems for quicker adoption
  • Enhanced capabilities through use of AI, ML & advanced analytics
  • Flexible pricing & ownership models
Other Resources
$99.99 /monthly
  • Budget Management
  • Find an Advisor
  • Financial Product calculators
  • MF Product One Pagers
  • Live Feeds MF, Equity and Other Assets

Choose Modules as Per Your Business Needs!

Need something special?

Feel Free to connect with our Product Consultant and they will help you find the best solution for your needs