The Operating Platform for Research Analysts, Investment Advisers and Wealth Firms
Finuro helps advisory businesses streamline onboarding, communication, subscription management, recommendation delivery, portfolio analytics, and operational workflows through a unified platform designed to reduce manual effort and improve operational efficiency. Automate repetitive workflows, improve operational efficiency, and focus on delivering better advisory services.
Everything You Need to Run an Advisory Business
Manage clients, subscriptions, communication, recommendations, billing, compliance-oriented processes, and operational workflows through a single connected platform.
Client Onboarding & E-KYC
Digitize client onboarding through structured workflows, verification processes, and activation tracking.
Aadhaar-Based E-Sign Integration
Enable seamless execution of onboarding agreements and client documentation.
Integrated CRM
Manage leads, clients, subscriptions, and engagement activities from one centralized workspace.
Recommendation Delivery Portal
Securely publish and distribute stock recommendations, option calls, research reports, and model portfolios.
Multi-Channel Communication
Connect with clients through WhatsApp, Telegram, and Email with centralized communication management.
Subscription & Billing Management
Manage invoices, payment tracking, renewals, and subscription operations.
AUTOMATION SECTION
Built to Reduce Manual Intervention
Most advisory businesses spend valuable time managing onboarding, renewals, communication, billing, and operational tasks manually.
Finuro automates critical workflows so teams can focus on advisory services, research, and client growth.
Built for SEBI-Regulated Advisory Businesses
Finuro supports structured advisory workflows through centralized records, secure access controls, and operational transparency.
Recommendation Record Management
Client Consent Records
Advisory Activity Tracking
Centralized Documentation
Role-Based Access Control
Secure Recommendation Delivery
Record Retention Management
Communication Records
Compliant client onboarding without operational chaos
Advisory onboarding should feel clear for clients and controlled for internal teams. Finuro brings data capture, verification, documentation, and activation into one digital workflow.
Our Products
Turn Your Audience Into Revenue
Monetize Your Community
Build & Monetize Your Niche Community
Transform your WhatsApp/Telegram channels or groups into a thriving business. With our tools, you can easily set up subscription plans, manage members, and automate payments, turning your passion into a reliable income stream.
Get StartedUnlock Exclusive Content
Share Premium Content with a Click
Hidden content or PDF notes or an exclusive guide, one stop solution for your expertise to monetize is here. Use our "Pay to View" feature to lock messages and sell your premium content instantly. It's the simplest way to get paid for your expertise.
Get StartedLaunch Your Own Course or Webinar
Your Knowledge, Your Course, Your Brand
Go from expert to educator in no time. Our all-in-one platform provides everything you need to create, market, and sell your online courses and webinars. Host live classes, manage assignments, and share your knowledge with the world, all from one place.
Coming SoonServices
We provide a comprehensive suite of services to help you succeed in the digital landscape.
Email/Aadhaar Based eSign Support
Legal-grade digital signatures for all compliance documents.
KRA Integration for KYC
Seamless KYC verification through CVL, CAMS, NDML KRA for faster onboarding and compliance.
Compliance Insights Module
Share compliance insights and updates to keep clients informed and engaged.
Invoice Generation and Management
Automated invoice generation and management for seamless billing and payment tracking.
White-Label Platform for Modern Advisory
A professional digital operating layer without building every workflow from scratch.
Branded client portal
Give clients a clean self-service experience for onboarding, documents, and communication under your own brand.
Workflow control
Track each client journey across onboarding, payment, and support stages with fewer manual handoffs.
Audit-friendly records
Keep client actions, communication context, and operational decisions easier to review from one secure system.
Pricing
Choose the plan that fits your needs. Start free and scale as you grow.
Starter Plan
6% Commission on Sales
No monthly fee — pay only when you earn
- Automated subscriber management
- Email & WhatsApp notifications
- Instant payment tracking & secure payouts
- Monetize Telegram / WhatsApp community
- Customer Compliance Management
Custom Plan
Custom Pricing
- Includes everything in Starter Plan
- Dedicated account manager
- Priority support
Real customers
Customers Feedback
Our customers love the ease of use and powerful features of our platform. Here's what they have to say about their experience with us.
Frequently Asked Questions
Answers to common questions about Finuro's advisory operations platform.
Contact Us
Have questions or want to learn more? We’re here to help. Reach out to us through any of the channels below or send us a message using the form. We look forward to connecting with you!