Finexa

WeWork, 10th Floor, EnamSambhav, G Block, BKC, Mumbai – 400051

A & D Software
Watch Demo

About Finexa

Finexa is a one-stop solution for all Wealth Managers, Financial Planners, Advisors and Distributors. In the new normal phase with growing uncertainties, clients are demanding diverse product offerings, relevant product recommendations with seamless remote client handling. And these can precisely be met by Finexa. It provides an Integrated B2B2C Digital Platform with strong Advisory & Multi-product transactional capabilities to Financial Intermediaries as SAAS or Enterprise Versions.

Year Established
2016
No. of Active Users
700+
No. of Employees
NA

Key Officials

  • Sudipto Roy
    Founder and Director
  • Nimish Agrawal
    Founder & CEO
  • Kaushik Majumdar
    Director

About Products & Services

Key Benefits to Clients

  • Elaborate financial planning module
  • Simplicity in reports
  • Easy access to portfolio through client app- Fiscus
  • Helping them plan and achieve their financial goals effectively

Key Benefits to Professionals

  • Catering to Advisor’s both front-office & backoffice needs
  • Platform benchmarked with global advisory practices, advisory tools & analytics (Financial Planning, Portfolio Management, Will Writing etc.)
  • One-stop Access to online distribution of MFs thus giving higher revenue and scope to grow business, up-sell and cross-sell
  • More efficient & paperless back office processes means lower TAT, client satisfaction, more time for client acquisition & higher margins
  • For Enterprise Clients, grow marketshare & revenue through innovative digital journeys quick integration with readymade API stack and introduce innovative features for Clients
Product Pricing
Finexa, Fiscus & Learngenie (available in different modules and can be customised)
Revenue Share Model
NIL

Subscription / Empanelment Process

To be listed as an Advisor at Finexa:

  1. Call / Whatsapp on 78878 99970 / 98190 67706
  2. Drop a line on info@finlabsindia.com

Eligibility Criteria

  1. Any Advisor with an active ARN or RIA Code can be part of FinLabs

Special Offer for NFP Promembers

NFP Registered Pro Members will get 20% discount on the listed subscription form

Contact Finexa

Contact directly
Call WhatsApp Email

Express your interest or drop in your concerns in the form below, and we will reach out to you directly.

NFP Partner Contact Form - Finexa

Information published here is as shared by members. All information provided here is in good faith to help consumers make informed decisions, however, Network FP makes no representation or warranty of any kind. Consumers & Investors are encouraged to cross-verify the information during the initial meetings before taking any decisions.