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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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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

Schedule a demo

Please tell us a little about yourself.

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Discover How It Works

Ready to take the first step toward unlocking
the full potential of our offerings? Watch our
demo videos to get started.

Discover How It Works
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

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

Digital storefront

Investment
Research

Uncover Opportunities,
Maximize Returns with IFANOW Insights! Know more

Optimized business operations

Unlock Success with
IFANOW App

Your Pathway to Financial
Prosperity Starts Here.
Know more

Billing and invoice

Business
Intelligence

Navigate Trends, Seize
Opportunities, Lead with
Data. Know more

Worry free compliance

Portfolio
Management

Master Your Wealth Journey,
Amplify Growth with IFANOW.
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.

Get our App from Play Store and App Store!

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!
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
1000+

MFDs/RIAs served

Years in business
7

Years in business

image
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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  • 2
  • 3
  • 4
  • 5