Finexa
WeWork, 10th Floor, EnamSambhav, G Block, BKC, Mumbai – 400051
A & D Software
Website 
LinkedInAbout 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:
- Call / Whatsapp on 78878 99970 / 98190 67706
- Drop a line on info@finlabsindia.com
Eligibility Criteria
- 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
Call
WhatsApp
EmailInformation 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.