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Readymade mutual fund app and data API

For distributors, advisors, stockbrokers, and AMCs

Finvesto is a one-stop solution to obtain the best white-labelled or fully custom build mutual fund app, data and transaction APIs.

Finvesto mutual fund app and data api

What we provide

White-label or a fully custom build mutual fund app with your branding. In addition, our API suite provides access to mutual fund data, transactions, life goals, risk appetites, and reports to build unique business solutions.

Mutual fund rest APIs

Mutual fund rest APIs

Our Rest API enables external applications, websites, and services to access mutual fund-related data such as NAV, expense ratios, MF quotes, charts, technical indicators, and other metrics. We also offer KYC and transaction APIs to simplify client onboarding and transaction processes.

Types of mutual fund
  • MF data APIs
  • Goal based Investment APIs
  • Reports APIs
  • MF transaction APIs
  • Risk appetite-based investment APIs
Customizable white-label app

Customizable white-label app

User-friendly and customizable features to manage your client investments. We provide white-label, customizable, and fully custom-built mutual fund apps that are scalable and adaptable to changing market conditions while maintaining brand identity.

What's new?
  • Supports App Store & Play Store
    • Customizable white-label app Customizable white-label app
  • Web-based admin panel for distributors, advisors & stock broker
  • On-demand extra customization or fully custom build solutions
View more details Talk to our expert

Supported AMC

Navi mutual fund
Whiteoak
ICIC asset management
Taurus mutual fund
Motilal Oswal asset management
DSP mutual fund
Sundaram mutual fund
SBI mutual fund
SAMCO mutual fund
Quantium mutual fund
Mahindra mutual fund
LIC mutual fund
Kotak mtual fund
Indiabulls
JM Financial
ITI mutual fund
Invesco mutual fund
MIRAE mutual fund
Union mutual fund
Quant mutual fund
PGIM mutual fund
TATA mutual fund
PPFAS mutual fund
Nippon mutual fund
L&T finance
Nj mutual fund
HSBC
Aditya birla mutual fund
Baroda mutual fund
Edelweiss mutual fund
Canara mutual fund
Franklin investments
Axis mutual fund
HDFC
IDBI mutual fund
IDFC mutuall fund
IIFL mutual fund
UTI mutual fund
ICIC mutual fund
HSBC
Nippon mutual fund

Our figures tell the story

15K+ collective investment accounts

15K+

Collective investment accounts

25+ satisfied customers

25+

Satisfied customers

30+ fintech products delivered

30+

Fintech products delivered

30+ fintech development team

30+

Fintech development team

10+ years in business

10+

Years in business

Finvesto, the complete solution for mutual fund business

What you get

We offer a white-label/readymade, customizable, and fully custom-built mutual fund platform for distributors, advisors, and stockbrokers. Our platform includes MF Rest API to access data such as invested amount, current value, payment and order status.

  • Streamline the onboarding of clients and manage their investment journey.
  • Manage client investments as needed, including selling assets and switching funds.
  • Track portfolio performance, view investment details, and generate reports to see investment trends.
  • Goal and risk-based personalized portfolio recommendations for your clients.
  • Trigger rebalancing based on user-defined criteria like investment goals and risk appetite.

Optimal solutions for mutual fund businesses

White-label, on-demand extra customized and fully custom build mutual fund apps allow you to tailor your app to your business needs. Use the platform to rebalance portfolios efficiently, perform better investment research, and obtain portfolio performance.

View more details

Features

43 AMCs
SIP and Lumpsum order placement
Life goal-based investment
Capital gain, holding, and transaction reports
Back office system for admin
View other features

Our API suite

Various transaction and data API suites for managing your client's investments effectively. We also offer mutual fund Rest API data to enhance goal-based and other investment strategies.

Search AMC & schemes

Explore fund houses by filtering category-wise to get AMCs and scheme details before investing your wealth in SIP and Lumpsum.

Details of AMCs & schemes

Get details of each scheme or AMC, like NAV, fund size, minimum SIP or lumpsum investment, risk level, and the expense ratio in percentage.

NAV returns & history

Provides NAV updates, transaction APIs, and historical NAV data to make informed decisions.

Search AMC & schemes

Explore fund houses by filtering category-wise to get AMCs and scheme details before investing your wealth in SIP and lumpsum.

Details of AMCs & schemes

Get details of each scheme or AMC, like NAV, fund size, minimum SIP or lumpsum investment, risk level, and the expense ratio in percentage.

NAV returns & history

Provides NAV updates, transaction APIs, and historical NAV data to make informed decisions.

Search AMC & schemes

Explore fund houses by filtering category-wise to get AMCs and scheme details before investing your wealth in SIP and lumpsum.

Details of AMCs & schemes

Get details of each scheme or AMC, like NAV, fund size, minimum SIP or lumpsum investment, risk level, and the expense ratio in percentage.

NAV returns & history

Provides NAV updates, transaction APIs, and historical NAV data to make informed decisions.

General FAQ

A white-label or readymade mutual fund app is a pre-built investment platform that can be customized and rebranded by mutual fund businesses to suit their unique requirements. These apps typically include hassle-free onboarding, fund management, customizable dashboards, and more. Using a white-label or readymade mutual fund app, distributors, advisors, or stockbrokers can offer their clients a seamless and convenient investment experience without extensive development work.

An API data suite is a collection of APIs that provide developers with access to a wide range of data related to mutual fund investments, including NAV data, transaction data, and account information. It can be used to build customized investment management applications or to integrate mutual fund investment data into existing software applications.

The advantages of using an API data suite include
  • Swiftly access and evaluate massive volumes of mutual fund investment data.
  • Customize investment management applications to meet the specific needs of investors.
  • Automate investment management processes to save time and eliminate mistakes.

A white-label mutual fund platform can benefit your business in several ways. You can enhance your brand visibility and reputation by offering investment services under your brand name. You can also attract and retain clients by providing a seamless, branded investment experience. Additionally, a white-label platform can save you time and resources in developing and maintaining your app.

Yes, a white-label mutual fund platform is designed to be customizable, allowing you to tailor it according to your business requirements. You can choose the features and functionalities you want to offer your clients, such as investment options, portfolio tracking, reporting, and many more.

Our white-label mutual fund platform offers various investment options, including systematic investment plans (SIPs), lump sum investments, goal-based investments, and more. In addition, you can customize the investment options based on your clients' needs.