Build robo advisory platforms with mutual fund execution engine

With our developer friendly APIs

Primitives

We've got all the blocks that you'll need to power your robo advisory platforms. All offered as flexible APIs to enable you to build engaging user workflows and beautiful interfaces.

Know who your investors are - with ease (coming soon)

  • Fully electronic with Aadhaar e-KYC
  • CKYC integration for compliance
  • Easy upload of digital copies
  • Instant KYC compliance check for your investors
  • Automatic pdf generation for paper based kyc as a fallback option
Fintech KYC

Onboard & Activate your investors

  • Completely paperless
  • No additional application forms
  • Easy upload of digital copies
  • Instant bank a/c verification
  • No delay to start investing
Fintech Onboard

Give a choice of payment options to your investors

  • Seamless integration into your user workflows
  • Net banking, Debit card, NACH, UPI payment options
  • Automatic reconciliation
Fintech Payment

Buy & Sell Commission based and Direct mutual funds

  • Buy and get the same day NAV
  • Place orders with RTAs/AMCs directly without a middle layer
  • Instant withdrawal ability on select funds
Fintech Trans

Generate reports for your investors

  • High performance reports
  • Raw data extraction
  • Capital gains and tax statements
  • XIRR and portfolio returns
Fintech Reports

Recommend funds to your investors

  • Risk profiling based on tolerance and capacity
  • Computation of risk required
  • Goal based recommendations
  • Pre-set portfolios
  • Rebalancing suggestions
Fintech portfolio
fintech

Safe hands

Some of the India's top rated robo advisory platforms are engineered by us. We are proud to be part of the technological transformation in the Indian wealth management space in the last few years.

  • wealthapp
  • scriptbox
  • clearfunds

Putting all together

Technology

Data Security

We protect your investor’s data and privacy with the industry standard encryption practices. All our APIs are served through HTTPS encryption protocol from the servers deployed under the best network security standards.

Scalable

Go ahead and onboard thousands of investors and process millions of orders without having to worry about the scalability of the system. We work hard on the technology in the backend so you have one less thing to worry about as your business scales.

Automation

Complexity of operations is the last thing you want to get lost in as your business gains traction. Our ever improving automation algorithms makes sure that you spend less time in low-value daily jobs and more time with your customers in improving their financial lives.

Integrations

We’ve implemented all the required integrations for you to deal with both Regular and Direct funds from all 39 AMCs.

  • Axis
  • Baroda
  • Birla M
  • Birla S
  • BNP
  • BOI
  • Canara
  • DHFL
  • DSP
  • EDEL
  • Franklin
  • HDFC
  • HSBC
  • ICICI
  • IDBI
  • IDFC
  • Iifl
  • Indiabull
  • Invesco
  • jm
  • Kotak
  • l&t
  • Lic
  • Mahindra
  • Mirae
  • Moti
  • Peer
  • ppfas
  • Principal
  • Qauntum
  • Reliance
  • sahara
  • SBI
  • Shriram
  • Sundaram
  • Tata
  • Taurus
  • Union
  • UTI