Experience the future of
Wealth Management
Supercharge your AUM, automate your business, with an all-in-one platform packed with tools for research, tracking, transactions, reporting, advisory and more; simplify your work and elevate your success!
Connect with Us
Schedule a demo
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Experience the future
of Wealth Management
Schedule a demo
Please tell us a little about yourself.
Ready to take the first step toward unlocking
the full potential of our offerings? Watch our
demo videos to get started.
HOW WE CAN HELP
End-to-end
MF solutions
State of the art MF toolkit
with robust portfolio tracking,
client onboarding, research,
and more Know more
360° Wealth
management
Multi-asset wealth
management ecosystem. 25+
asset classes, bespoke reports
and more. Know more
Comprehensive
Financial Planning
Let your clients experience
the power of an interactive &
dynamic financial planning
experience. Know more
Build
your brand
Create a strong brand identity,
easily recognizable by clients &
prospects with our range of
branding solutions. Know more
Digital
storefront
One platform, multiple options-
MF, FD, and stocks, all in one
place. Your “Digital Dukaan” is
here! Know more
Optimised
Business operations
Stay on top of your client’s
relationship management
activities in ways more than
one. Know more
Billing and invoice
automation
Define your core offerings,
fee structure, deliverables,
agreements and automate the
whole process. Know more
Worry free
compliance
Ace compliances with secure
risk profiling, digital
agreements, Invoices, KYC
and many more. Know more
Investment
Research
Uncover Opportunities,
Maximize Returns with IFANOW Insights! Know more
Unlock Success with
IFANOW App
Your Pathway to Financial
Prosperity Starts Here.
Know more
Business
Intelligence
Navigate Trends, Seize
Opportunities, Lead with
Data. Know more
Portfolio
Management
Master Your Wealth Journey,
Amplify Growth with IFANOW.
Know more
MANAGE ON THE MOVE
Take your business mobile
Efficiency, Convenience and Accessibility in your pocket.
Manage your business with a swipe, wherever and
whenever you want.
Get our App from Play Store and App Store!
₹1+ Cr.
worth of AUM
1+
Clients served
1+
MFDs/RIAs served
1
Years in business
1
Softwares replaced for you
1
States covered
worth of AUM
Clients served
MFDs/RIAs served
Years in business
Softwares
replaced for you
States covered
WHAT OUR CLIENTS SAY ABOUT US
Gajendra Kothari
MD & CEO
Etica Wealth Pvt. Ltd.
Vinit Iyer
Co-founder
Wealth Creators Financial Advisors
Vivek Shah
Founder
Finrise Financial Planner
Rahul Agarwal
Founder & CEO
Advent Financial
CA. Ashish Modani
Founder & CEO
SLA Financial Solutions
Gajendra Kothari
MD & CEO
Etica Wealth Pvt. Ltd.
IFANOW platform is absolutely user-friendly and covers all the aspects of wealth reporting and goal tracking. The comprehensive reports feature is excellent. The highlight for me is the goal-investment mapping bit. It is very helpful when you can create projections for your client's future investments and spending and showcase them in such an easy manner.
Additionally, tracking various asset categories under one roof saves a lot of time. I feel it's the right tool for all the advisors interested in scaling up faster and in a more efficient way.
Gajendra Kothari
MD & CEO, Etica Wealth Pvt. Ltd.
IFANOW platform is absolutely user-friendly and covers all the aspects of wealth reporting and goal tracking. The comprehensive reports feature is excellent. The highlight for me is the goal-investment mapping bit. It is very helpful when you can create projections for your client's future investments and spending and showcase them in such an easy manner.
Additionally, tracking various asset categories under one roof saves a lot of time. I feel it's the right tool for all the advisors interested in scaling up faster and in a more efficient way.
