Finexa

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

finlabsindia.org/
A & D Software
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Last Updated on Date: 25 Jun

About Finexa

FinTech is a new-age Fintech focused on developing technology-enabled fin services and products. Empowering the Financial Intermediaries to help masses achieve their financial goals, well-being & security through a unique & comprehensive B2B2C Integrated digital platform.

Year Established
2016
No. of Active Users
700+

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
  • Clarity in helping them plan & 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
Coming Soon

Subscription / Empanelment Process

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

Eligibility Creteria

  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
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NFP Partner Contact Form - Finexa

Demo - Coming Soon
Financial Advisors are requested to contact the Partners directly for enquiries and support. Network FP is not responsible for any actions of partners.