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!

Schedule a demo
Please tell us a little about yourself.
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.