Fintso provides a world class digital wealth management experience to investors of Fintso Partners – mutual fund distributors, insurance agents, and more. Kindly contact your financial advisor to get an invite.
INVEST
Invest or approve transactions initiated by your financial advisor for:
✔ Mutual Funds
✔ Global Investments: Baskets of US Stocks & ETFs
✔ Equity Baskets: Baskets of Indian Stocks & ETFs
✔ Fixed Deposits
✔ Insurance (Coming Soon)
TRACK
Track the performance of the investments made through your financial advisor. Consolidate investments for your family.
→ Your portfolio's growth with time
→ Short-term and long-term gains
→ All time returns, including redeemed investments
→ Money flow including dividend and interest income
Receive your portfolio statements by email on demand for the period and family member you desire.
RESEARCH
Access expert-crafted research content:
✔ Model portfolios for 5 risk profiles
✔ Monthly newsletters covering Indian and global markets
✔ Insightful articles and more
CONTACT YOUR ADVISOR
Call, mail, or WhatsApp your advisor directly through the app.
PRIVACY & SECURITY
- Secured by MPIN and biometric authentication
- Transactions approvals secured with OTP
- Strong privacy policy