FOR SEBI-REGISTERED INVESTMENT ADVISERS Advise your clients without drowning in suitability paperworkEvery client needs a risk profile, a signed agreement, advice that fits their profile and a record that proves it. When those live in forms, spreadsheets and email, the paperwork takes longer than the advice. ā Risk profilingā Model portfoliosā Broker ordersā Consent on record FOR EVERY CLIENT YOU ADVISE š“ KYC verified with the KRA š Risk profile completed and saved š“ Agreement signed and consent stored š Advice that matches the profile š“ Rebalances approved and executed ā With Finuro: all of it sits on one client record. SOUND FAMILIAR? Where an adviser's week goesMost of it isn't advice. Onboarding The risk questionnaire is a Google FormAnswers sit in a sheet, disconnected from the client and the advice. Advice "Was this portfolio suitable for them?"The risk profile and the recommendation are in different places. Rebalancing Twenty clients, one rebalanceEach one needs a message, an approval and an order placed. Fees "Send me last quarter's invoice"Made by hand, every time. Consultations Calendar, payment link and notes in three appsWith nothing tying them to the client. Audit Proving suitability client by clientMeans rebuilding each file by hand. Good advice deserves a clean record.Finuro keeps the risk profile, the agreement, the advice and the execution together, so you can show why each recommendation fits each client. ONE CLIENT JOURNEY From risk profile to rebalanced portfolioEvery step is linked to the same client record. 1 KYCKRA check through CVL or NDML and a PAN lookup. 2 Risk profileYour own questionnaire, completed online and saved. 3 AgreementSigned with Aadhaar e-sign or email OTP, consent stored. 4 FeesPaid through Razorpay, Cashfree or HDFC, with a GST invoice. 5 AdviceModel portfolios with target weights. 6 RebalanceScheduled rebalances that clients approve. 7 ExecutionOrders through Zerodha, Angel One or Dhan, status synced. 8 RecordsProfile, consent, advice and invoices ready to export. BEFORE AND AFTER Less paperwork. More advising.What changes when the advice and the records live together. 01 Risk questionnaires in a Google Form ā Your own questionnaire, stored on each client record 02 Agreements as PDFs in email threads ā Agreements e-signed, with consent records 03 Portfolios tracked in a spreadsheet ā Model portfolios with target weights and drift tracking 04 Rebalance messages sent one by one ā Scheduled rebalances clients approve 05 Clients placing orders on their own ā Orders through Zerodha, Angel One or Dhan 06 Consultations booked over WhatsApp ā Paid bookings confirmed after payment HOW FINURO HELPS Built for investment advisersFrom the first risk profile to the hundredth rebalance. See every feature ā OnboardingSuitability Risk profilingYour own questionnaire, completed online, with every profile kept on record. KYCe-Sign e-KYC and e-sign onboardingKRA checks through CVL or NDML, PAN lookup, Aadhaar e-sign via Digio and consent records. Portfolios Model portfoliosTarget weights, rebalances clients approve, and drift and performance tracking. ZerodhaAngel OneDhan Broker integrationClients connect Zerodha, Angel One or Dhan and place orders from your advice. Revenue Consultation bookingPaid one-to-one sessions in your available slots, confirmed after payment. PaymentsGST Subscription billingTrials, coupons and recurring payments through Razorpay, Cashfree or HDFC, with GST invoices. MITCConsent Client consent recordsMITC and agreements e-signed with Aadhaar or email OTP, plus manual consent PDFs. DocumentsBulk download Compliance documentsKYC documents, agreements, consent PDFs, reports and invoices on each client record. Content Insights and client updatesPublish articles and newsletters and send updates to client segments on every channel. COMPARE Forms and spreadsheets vs. FinuroThe tools most advisers start with, and what replaces them. FAQ Questions, answeredFOR RIAs Spend your time advising, not filingBook a demo and see risk profiles, agreements, portfolios and records working together for your clients. |
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