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!

watch demo
Watch demo
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!
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Watch demo

HOW WE CAN HELP

End-to-end

End-to-end
MF solutions

State of the art MF toolkit
with robust portfolio tracking,
client onboarding, research,
and more Know more

360° Wealth

360° Wealth
management

Multi-asset wealth
management ecosystem. 25+
asset classes, bespoke reports
and more. Know more

Comprehensive

Comprehensive
Financial Planning

Let your clients experience
the power of an interactive &
dynamic financial planning
experience. Know more

Build your brand

Build
your brand

Create a strong brand identity,
easily recognizable by clients &
prospects with our range of
branding solutions. Know more

Digital storefront

Digital
storefront

One platform, multiple options-
MF, FD, and stocks, all in one
place. Your “Digital Dukaan” is
here! Know more

Optimized business operations

Optimised
Business operations

Stay on top of your client’s
relationship management
activities in ways more than
one. Know more

Billing and invoice

Billing and invoice
automation

Define your core offerings,
fee structure, deliverables,
agreements and automate the
whole process. Know more

Worry free compliance

Worry free
compliance

Ace compliances with secure
risk profiling, digital
agreements, Invoices, KYC
and many more. Know more

HOW WE CAN HELP
End-to-end MF Solutions
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
360° Wealth Management
Multi-asset wealth management ecosystem. 25+ asset classes, bespoke reports and more. Know more
Financial planning
Financial planning
Let your clients experience the power of an interactive & dynamic financial planning experience. Know more
VIEW ALL

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.

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.
OUR FOOTPRINT
worth of AUM

₹1+ Cr.

worth of AUM

Clients served

1+

Clients served

MFDs RIAs served

1+

MFDs/RIAs served

Years in business

1

Years in business

Softwares replaced for you

1

Softwares replaced for you

stateCovered

1

States covered

OUR FOOTPRINT
worthOfAUM
₹1+ Cr.

worth of AUM

Clients served
1

Clients served

Happy IFAs
800+

Happy IFAs

Years in business
7

Years in business

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7

Softwares
replaced for you

stateCovered
26

States covered

WHAT OUR CLIENTS SAY ABOUT US

gajendraKothari

Gajendra Kothari

Md & CEO
Etica Wealth Pvt. Ltd.

doubleQuote

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.

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WHAT OUR CLIENTS SAY ABOUT US
doubleQuote
Gajendra Kothari

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.

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Schedule a demo

Please tell us a little about yourself.

Name

Email

Phone