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.

AB

Akash Bacha

Founder at Wealth Origin

Finuro has simplified investor onboarding, compliance, payments, and community access into one seamless workflow. The white-labeled experience helps us maintain our brand while scaling efficiently.

VD

Vikas Dimaniya

Investment Advisor at Shining Bulls

The dedicated onboarding portal and automated compliance workflows have significantly reduced operational overhead. Finuro enables us to deliver a professional investor experience from day one

SK

Sumit Kamblaykar

Founder & Principal Officer at Vardaan Capital

We publish derivative and equity calls to a large mentorship base. When a target or stop loss moves, the update reaches every active subscriber on its own, so nobody on my team is re-sending messages. Having the advice trail and consent records in one place makes our compliance reviews far simpler.

YH

Yash Hirpara

Founder & Research Analyst at Yash Investment Avenue

Onboarding used to be the slowest part of our practice. With KYC and Aadhaar e-sign in a single flow, a new investor is activated the same day instead of waiting on paperwork, and renewals run without anyone chasing them.

DK

Deepak Khatri

Founder & Research Analyst at SK Wealth

I teach live, and our courses run batch by batch. Finuro handles enrolment for each batch, who gets access, and the billing behind it, all under our own brand. I can see exactly who is in which batch without keeping a spreadsheet alongside it.

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