Grow your practice. Delight your clients.
An all-in-one wealth-management platform for mutual fund advisors and IFAs — client management, AUM tracking, transaction processing and a world-class investor experience. The evolution of our earlier MyFin product.
What Finlura does
Client Management
Centralised client database with KYC tracking, family mapping, risk profiling and investment history.
Transaction Processing
Purchase, redeem, switch, SIP, STP and SWP — process all mutual fund transactions from one dashboard.
AUM & Analytics
Real-time AUM tracking, scheme-wise breakdowns, net flow trends and concentration risk.
Daily Feed Auto-Import
CAMS, KFintech & Franklin feeds auto-imported nightly — zero manual reconciliation.
Compliance & DPDP
FATCA, KYC expiry, nomination tracking, AML/STR detection and DPDP consent management.
Branded Investor Portal
White-labeled self-service portal for investors with portfolio view, statements and goal tracking.
Built-in intelligence, not a bolt-on
AI Advisory Assistant
Ask anything about investors, portfolios or goals — streaming answers with citations to source records.
Client Attitude Insights
Sentiment and theme detection on every client note — surfaces who needs a reassurance call first.
Anomaly Detection
Flags unusual redemptions, first-time scheme categories and dormant-client reactivations.
Ready to see Finlura in action?
Visit the live product site or reach out to us directly.