Give your financial services
a digital edge
at zero cost

with India's highest rated multi-asset financial advisory platform.

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Why us

Grow your business with our highly advanced investment products


Go digital

Provide your advisory services on your clients' fingertips through our easy to use mobile app and website.


Expand your reach

Use the power of social media to get more clients with our easily shareable app links and easy customer onboard.


Increase client engagement

Motivate your clients' to invest more with app notifications and automated investment prompts.

With over 1000 advisors onboard in a year of launch & 4.6 star rating on Google play store, FundExpert fintech is one of the fastest growing technology platform for independent financial advisors.

Best Mutual Fund Software for IFA and mutual Fund Distributors, with Multiple Asset classes supported

Best mutual fund software for IFA and mutual Fund Distributors. Continue your business under your own ARN.

Multiple Asset Classes Supported

Mutual Fund (BSE Star, NSE, MFU)

Insurance (Health/Life/Motor)

P2P Loans


Gold Bonds


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Your business is your brand

All our products will be delivered to your clients with your own branding and theme .

Customisable user interface

Reflect the true vision of your business with customisable theme and styles

Customisable investment options

Offer your clients assets and advisory best suited for them and your business.

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Key benefits

Recognised as one of the best

Awarded one of the 10 most promising financial technology startups of India in 2021 by CIO Review India.


Leading financial institutions have used our solutions


Plans & Pricing



  • Web, iOS & Android app
  • Powerful business management suite
  • Paperless client onboarding
  • Online transaction capabilities in multiple asset classes



/ annum onwards
  • Custom branded iOS & Android App
  • Custom branded web portal
  • Paperless client onboarding
  • Online transaction capabilities in multiple asset classes



  • 100% customisable web and mobile application along with a fully functional business management suite.

Stop interrupting what people are interested in and be what people are interested in.

-- Craig Davis
Our clients

Look what financial advisors have to say about us

Get in touch

Take the first step towards the digital future of your business, drop your email.

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