Finvesto is a white-label solution for mutual fund investment businesses or individuals.

The Finvesto app provides goal-based investment, SIP or Lumpsum investment amount recommendation, portfolio rebalancing, and e-KYC for distributors, advisors, and stockbrokers to smoothen their clients' investment journey. In addition, it provides features for individual investors to explore various mutual fund schemes based on their life goals and perform direct investments.

Yes, you can add your branding to a white-label mutual fund platform. It is typically a key component of white-labelling, allowing you to present the platform as your own and build brand recognition among your clients.

Integrating additional features or functionality into your mutual fund platform is possible, depending on the platform provider's capabilities. However, it is important to remember that customizations will come with some additional costs and time.

A well-designed mutual fund app can enhance your brand's reputation and credibility by providing a user-friendly, reliable, and convenient way for clients to manage their investments. However, if the platform is well-designed, fast, and reliable, it could protect your brand's reputation and credibility. Therefore, choosing a platform provider with a high-quality product and a good track record in the industry is essential.

The Finvesto admin panel has investment options in different categories, including conservative, balanced, or aggressive funds, to select from various mutual funds offered by top investment companies. You can also create mutual fund investment baskets and customize them according to your client’s requirements.

• Conservative funds generally invest in lower-risk securities such as bonds and fixed-income instruments.
• Balanced funds invest in a mix of lower-risk and higher-risk securities, such as stocks and bonds.
• Aggressive funds invest primarily in higher-risk securities such as stocks and have the potential for higher returns and volatility.

As an advisor or distributor using Finvesto’s admin panel, you can easily access your clients' investment details by following these steps:

• Step 1: Log in to the Finvesto app on your mobile device or computer using your registered credentials.
• Step 2: Click on the "User" tab to view a list of all your clients.
• Step 3: Select a specific client whose investment details you want to view.
• Step 4: View their portfolio and investment history on the client's page. You can also see the different sections for profile, KYC, orders, holdings, investment with goals, and investment without goals details.
• Step 5: You can click on any individual fund to view detailed information, such as the fund's performance history, expense ratios, and other vital metrics.
• Step 6: You can generate various reports and analytics on your client's investment portfolio, such as capital gains reports and portfolio analysis.

The platform allows distributors to easily purchase and sell mutual funds on behalf of their clients. You can select from mutual funds like debt, equity, commodity, or hybrid and track your clients' investments within the app.

You can customize it to match your branding and business needs. You can add your branding, logos, and messaging in the section on managing banners and campaigns to provide a seamless user experience for your clients. You can upload images and add links to redirect your business page there.

The admin panel for mutual fund distributors or advisors has user management functionality to control user access and permissions.