FINWISERY is your one-stop-shop for mutual fund investing. Our amazing user interface and interactive features make it easy to get started with an all-in-one account. With multiple themes to choose from, you'll feel right at home. You can complete client self-onboarding in just 10 minutes and access a host of other features, including an interactive goal planning module and a profile page that brings all of your financial information together in one place.
We take security seriously at FINWISERY. That's why we've implemented PINs and biometric security measures like fingerprint unlock and face detection unlock to keep your personal data safe. Plus, our mutual fund enhancements make it easy to manage your MF portfolio, view all transactions and SIPs, and compare different mutual funds. You can even complete the whole transaction journey within the app without having to authenticate the transaction from email. And with mandate authentication, you can activate your account in just 2 minutes.
At FINWISERY, we believe that portfolio management should be simple and easy. That's why we offer 20+ asset classes to manage your portfolio, including MFs, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, loans, and more. Plus, our detailed information for each asset is visible in a much-enhanced manner, and adding, editing, and deleting assets has never been easier.