Finakya will help you retain your customers, by helping you increase their profits. Should you be as good as you say, Finakya users can reach out to you for advice or investment.
Offer subscriptions based access to your financial advice (SEBI/AMFI registered only) to our Finakya users
Act as a MF/Stock consultant (SEBI/AMFI registered only) and help customers who need it
Use Finakya's benchmarking system to compare returns and update advice accordingly. Transparency is the key to establishing trust.
Get triggers and reminders to serve your clients better
AMFI Registered IFAs/MFDs get a chat panel to talk to and discuss customer requirements before advising
Pair Finakya with our upcoming product Finakya MFDSaaS and manage all your old and new customers from one platform
Start now and get a free bonus on your account along with lifetime benefits of founder financial advisor status