Holistic Wealth-Tech Platform
Explore our array of product offerings to support your loans, investments, and insurance.
Investment
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Mutual Funds
Place orders for Mutual Funds through BSE Star MF, NSE MF, or MFU from the platform
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Bank Deposits
Increase client wallet share by recommending secure Bank FDs and RDs-insured up to ₹5 Lakhs by DICGC (RBI subsidiary) - with returns up to 1% higher than current market rates.
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Corporate Deposits
Provide access to carefully selected Corporate FDs, enabling portfolio diversification and above-market interest rates within the client's current risk profile.
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Unlisted Securities
Offer your clients access to high-quality, pre-IPO equity in market-leading companies.
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Bonds
Strengthen and diversify client investments through a selection of premium bonds.
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Smallcase
Get simple, smart investment baskets curated by experts
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P2P Investments
Offer alternative interest generating assets that can help diversify a client’s portfolio
Import client's equity holdings and global market holdings to provide a holistic report to your clients.
Insurance
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Automobile
Provide motor insurance to your client’s in just a few clicks
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Health
Ensure your clients are protected against health-related expenses for illnesses or injuries
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Life
Cover the risk of your clients and their loved ones
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Property
Offer property protection from unforeseen circumstances for your clients
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Custom
Provide unique insurance which is only available on this platform
Self-Service Customer Portal
Manage your assets through our customer portal and maintain your financial independence.
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