Exclusive offer for Mutual Fund Distributors & Registered Investment Advisors.
Get unlimited access to IFANOW Platform at a zero monthly fee for 3 months! Offer valid for limited period only.
To avail this offer, you need to pay a one time registration fee of ₹999+GST.
Welcome to the future of practice management with IFANOW
Is outdated technology holding you back?
Juggling between multiple softwares
Scattered, difficult to track data
Wasting time on operational work and additional costs
Competing with large players in the market
With IFANOW You Can:
Increase focus on client relationships
Access readymade automation tools to reduce costly manpower and operational work
Dodge the complexity of reporting, compliance, planning, processes & fee charging
Have a holistic multi-asset planning approach
YEARS IN BUSINESS
7
# OF SOFTWARES WE
HELP YOU REPLACE
9
MFDs/RIAs SERVED
1000+
CLIENTS SERVED
400000+
How it works
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Registration
Register by filling the form
A/c activation
Your account will be
instantly activated once we
verify your email and mobile
numberAnswering your queries
IFANOW Team will get in
touch with you and answer
any questions, schedule a
demo if requiredPayment
Pay the registration fees of
₹999 and begin using the
platformOnboarding & data import
IFANOW’s support team will
help import your data and
onboard clients. Typically
happens in 1-2 working days!Get going!
Enjoy three months of a
hassle-free experience & scale
your practice to the next level.
Click here for Pricing
applicable post 3 months
What our users say about us
Vivek Shah
Founder - Finrise
Financial Planning
Mohit Dhall
CFP, MFD and
Financial Consultant
Ankit Savla
Founder - HiFinancez
Yash Pathak
Founder - Kaydee Capital
Kunjan Gupta
Founder and Director - Client First Asia
About IFANOW
Futurewise Technologies Pvt. Ltd. (IFANOW) is a fintech product company focused on building solutions for the financial intermediary community in India. Futurewise established the fintech vertical in 2014 and is headquartered in Mumbai serving 500+ advisors across the country.
It’s flagship product, IFANOW is a one-stop solution that intuitively simplifies advisor’s workflows – putting them in complete control of every part of their practice – data, plans, tasks, information, transactions, compliance, client relationship management, and more. So advisors can continue to bring more value to clients and prospects, and scale their practice to the next level.
The platform comes with a robust set of tools such as mutual fund reporting, tracking of over 25+ asset classes, insurance, liabilities, digital client onboarding, goal planning, insurance planning, risk assessment, online transactions, compliance solutions, CRM and much more!
Register now for this exclusive limited period offer
Offer valid for limited period only.
To avail this offer, you need to pay a one time fee of ₹999 + GST.
