The Operating Platform for SEBI-Registered Research Analysts, Investment Advisers & Wealth Firms
Finuro runs the whole advisory workflow on one platform: compliant client onboarding with e-KYC and Aadhaar e-sign, an automated recommendation engine, model portfolios, broker execution, research report distribution, and subscription billing. Less manual work, cleaner records, more time on advice.
Everything You Need to Run an Advisory Business
Six connected pillars replace the spreadsheets, chat exports, and disconnected tools most SEBI-registered advisory firms run on today.
Client Onboarding & E-KYC
Digital onboarding journeys with KRA-backed KYC and Aadhaar e-sign, from first form to activated client.
Recommendation Engine
Publish equity, derivative, and option calls once, then let auto-triggers push every revision to subscribers.
Model Portfolios & Execution
Build model portfolios, publish rebalances, and route orders to a client's connected broker account.
Integrated CRM
Leads, clients, conversations, and subscription history in one workspace instead of four.
Subscriptions & Billing
Plans, invoices, payment tracking, renewals, and expiry handled by workflow rather than by reminder.
Compliance & PaRRVA-Ready Records
Advice, consent, and communication captured as timestamped records, giving you a complete track record to put forward for verification.
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.
From research idea to executed trade, without leaving the platform
Real-time market tickers, an automated recommendation engine, model portfolios, and broker execution work as one flow, so clients get the call, the update, and the route to act on it.
Recommendation Engine with Auto-Trigger Updates
Publish equity, derivative, and option calls once. When a target, stop loss, or exit condition changes, the engine fires the revision to every eligible subscriber automatically. No manual re-sending, no missed clients.
- Entry
- 1,395
- Target
- 1,520
- Stop Loss
- 1,338
Auto-trigger fired: target revised to 1,560. Update pushed to all active subscribers.
Model Portfolios
Construct model portfolios, publish weights, and push rebalances to subscribed clients. Track allocation drift and performance against the model from the same workspace.
- Large Cap45%
- Mid Cap30%
- Debt & Cash25%
Rebalance published. Subscribers notified with the revised weights.
Broker Execution
Turn a published recommendation into an order ticket. Consenting clients can act on a call through their connected broker account, with execution status tracked back against the original advice.
- Symbol
- RELIANCE
- Quantity
- 40
- Order type
- Limit
- Price
- 1,395.00
Research Report Distribution
Generate, version, and distribute research reports to the right subscription tiers, with delivery records retained for every recipient.
Distributed to 1,240 subscribers with a timestamped delivery record.
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
Every recommendation, consent, and client conversation is captured as a timestamped record, so an audit or inspection request is a search, not a scramble through chat exports and inboxes.
Recommendation Record Management
Client Consent Records
Advisory Activity Tracking
Centralized Documentation
Role-Based Access Control
Compliance Insights & Client Updates
Record Retention Management
Communication Records
Prove your track record, don't just claim it
SEBI's Past Risk and Return Verification Agency (PaRRVA) framework has been live since May 2026, with CARE Ratings as the verification agency and NSE as the PaRRVA Data Centre. Under it, Research Analysts and Investment Advisers can have their past risk and return independently verified before advertising it.
Verification needs a complete, tamper-evident history, not a curated one. Finuro timestamps every call at the moment you publish it and tracks it through to close, so the track record you submit is the full one.
Every call timestamped at publication
Entry, target, and stop loss are recorded when the call goes out, not reconstructed afterwards.
Outcomes tracked to close
Revisions, exits, and results stay attached to the original recommendation, so nothing goes missing.
Complete history, no cherry-picking
Export the full recommendation record for a period, as verification requires, not only the favourable stretches.
Model portfolio performance included
Published weights and rebalances carry the same audit trail as individual calls.
Advisory Delivery Channels
Reach clients on the channels they already use, and get paid for it
Advice only earns when it lands. Finuro connects your paid channels, gated research, and education programmes to the same subscription, billing, and record-keeping engine.
WhatsApp & Telegram Advisory Channels
Deliver calls where your clients already are. Turn a WhatsApp or Telegram group into a paid advisory channel with subscription plans, automated member add and removal on renewal or expiry, and a delivery record for every message sent.
Paid Research & Gated Content
Sell a single research note, a model portfolio, or a premium PDF without bundling it into a plan. Pay-to-view locks the content until payment clears, then releases it to the buyer and logs the transaction against their record.
Courses & Webinars
Package your expertise as an investor education programme. Publish structured course modules, manage enrolments and assignments, and bill for them through the same subscription engine. Live webinar hosting is coming soon.
The platform runs your practice. We help you grow it.
Most advisory firms lose clients to whoever is easier to find, not to whoever advises better. Our team works with Research Analysts, Investment Advisers, and wealth firms on visibility, campaigns, and engagement, as a service alongside the platform.
Google Visibility & SEO
Get found when an investor searches for an adviser. Search presence, Google Business Profile, local ranking, and a site structure that earns the click.
Performance Campaigns
Google and Meta campaigns built for qualified investor leads rather than vanity reach, with spend tracked against subscriptions actually closed.
Channel Management
We run your WhatsApp, Telegram, and social channels day to day: posting calendar, member moderation, and response handling.
Content & Engagement
Research-backed posts, newsletters, and creatives that keep existing subscribers active and renewing, not just new ones arriving.
Compliance-Aware Creative
Marketing for a regulated practice is not ordinary marketing. Every campaign is written with SEBI advertising norms for RAs and IAs in mind.
Strategy Consultation
A working session on positioning, pricing, and acquisition for your practice, then a plan you can run with, whether or not we run it for you.
Book a free 30-minute growth consultation
Pick a slot that suits you. We'll look at where your enquiries come from today, what your competitors rank for, and the two or three changes worth making first.
No obligation · 30 minutes · straight to a specialist
Your advisory, in your client's pocket
A branded mobile app for your clients is on the way, with the same recommendations, model portfolios, and subscription controls they use on the web, delivered to their phone.
Push-delivered calls
Clients receive recommendations and auto-triggered updates the moment they are published.
Portfolio on the move
Holdings, model portfolio performance, and live tickers in a pocket-sized view.
Subscriptions & invoices
Plan status, renewals, and payment history without a support ticket.
Want early access? Join the waitlist.
A white-label advisory platform that carries your name
Finuro is the engine. Your brand is the product your clients see, on your domain, from day one.
Your brand, end to end
Your logo, colours, and tone across the client portal, emails, invoices, and research reports. Clients see your firm, never ours.
Your own domain
Run the whole client experience on your domain, so onboarding links and report downloads carry your firm's address.
Live in days, not quarters
Skip the build. Get a production advisory platform without hiring an engineering team or maintaining infrastructure.
Pricing that scales with your advisory
There is no setup fee on any plan. You pay a commission only on what you actually earn, and it falls as you grow.
Get listed on the Finuro analyst directory for free
Put your profile in front of investors looking for SEBI-registered analysts. No plan, no fees, no commitment.
Starter
₹999/month
Launch your advisory. Commission is 7% on every sale.
- Unlimited paid subscriptions
- Unlimited courses & learners
- Basic recommendations
- Exclusive locked content for subscribers
- Run discounts on any product
- Create custom coupon codes
- Basic analytics and reporting
- Create and manage research reports
- Single WhatsApp or Telegram channel per paid subscription
Professional
₹4,999/month
Publish recommendations at scale. Commission drops to 5.5%.
- Everything in Starter
- AI-assisted research reports
- Prices tracked for you - clients alerted the moment a target or stop loss hits
- Advanced recommendation rules and controls
- Advanced analytics and reporting
- Institution level research report
- Sign research reports digitally
- Run multiple WhatsApp & Telegram channels
Growth
₹9,999/month
Run a full advisory desk. Commission drops to 4%.
- Everything in Professional
- AI agents for client support
- PaRRVA-ready performance track record
- Model portfolios with built-in rebalancing
- Send client orders straight to their broker
- Built-in CRM for every client relationship
- Connect your existing systems over API
- Your brand, your domain, your payment gateway
Every plan includes core features
- Your listing on the Finuro analyst directory
- Client onboarding with e-KYC & KRA checks
- Aadhaar e-sign on every agreement
- Payments and payouts handled end to end
- Sales and enrollment analytics
- Real-time market tickers
- Audit-ready compliance records
- A dedicated portal for your clients
- Your own subdomain, secured with SSL
Need more?
For advisories ready to scale with flexibility and hands-on support.
- Pricing built around your volume
- Hands-on onboarding and migration support
- Dedicated account manager & priority SLA
- Digital marketing & growth services
*Your plan's commission applies to everything you sell through the platform. Payment gateway charges and applicable taxes are billed separately.
Real customers
Trusted by SEBI-registered advisory firms
Research analysts and investment advisers use Finuro to onboard clients, publish recommendations, and keep compliance records in order. Here's what running on the platform looks like for them.
Frequently Asked Questions
Onboarding, compliance, recommendations, execution, and pricing: the questions RAs and IAs ask before they switch.
Book a Demo
See how Finuro handles onboarding, recommendations, model portfolios, and billing for your advisory firm. Tell us a little about your practice and we'll walk you through the platform on a live call.