Mutual Fund App and API FAQs

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.

The admin panels allow you to customize the interface with your logo, colours, and branding elements. It is typically done through a theme or customization settings within the admin panel.

Yes, the admin panel allows you to customize the dashboard to display the metrics and data that are most relevant to your business. In addition, you can select the widgets or modules you want to show and arrange them to suit your needs.

Yes, the Finvesto admin panel provides reporting and analytics functionality and allows you to create custom reports or dashboards based on your needs. It involves selecting the data sources you want to include, defining the metrics and filters, and configuring the report layout and visualization.

As an advisor or distributor using the Finvesto app, you can view your client's order list by following these steps:

• Step 1: Open the Finvesto app on your mobile device or computer and log in to your account.
• Step 2: Navigate to the "Orders list" section of the app.
• Step 3: You can see a list of your client's orders. You can use order ID in the search function or filters to narrow the list and find specific orders.
• Step 4: Click on a specific order to view its details, such as the order date, order amount, order status, and the fund invested.

The Finvesto app allows you to manage your clients' portfolios more efficiently by personalized recommendations based on their risk appetite and investment goals. You can also track and analyze their investments.

The Finvesto app allows stockbrokers to expand their product offerings and reach new clients by providing access to various mutual funds and investment goals. You can create fund baskets based on your client's investment goals, risk tolerance, and other preferences. Additionally, you can monitor clients' portfolios and rebalance them as needed.

The Finvesto app provides various investment graphs, including capital gains reports, AUM reports, total investment and asset allocations. These graphs help distributors, advisors, and stockbrokers track their clients' investment performance and make informed investment decisions.

You can compare the performance of different mutual funds on the admin panel by viewing their performance history, expense ratios, and other key metrics. The app also provides various tools and analytics to help you compare and analyze different funds.

The Finvesto app uses state-of-the-art security measures to protect your client's sensitive information, including encryption, two-factor authentication, and other security protocols. The app also complies with industry-standard regulations for data privacy and security.

Yes, it's possible to import data from other financial platforms into the Finvesto app, depending on the data format and the compatibility of the two platforms. However, ensuring all imported data is accurate and complete before using it for investment decisions is essential.

To update your personal or business information on the admin panel, login to your account and access the "Settings" or "Profile" section. Then, you can edit your personal or business information and save the changes. Ensuring all information is accurate and up-to-date is essential for proper regulatory compliance.

Here's a general overview of the steps to host your app on the Google Play Store or Apple App Store: For Google Play Store:

• Create a Google Play Console account and pay the one-time registration fee.
• Create a new app and provide all the required information, such as the app name, description, screenshots, and category.
• Upload your app's APK file to the Google Play Console.
• Choose your app's pricing and distribution options, such as whether to offer it for free or a fee and which countries or regions to make it available.
• Submit your app for review and wait for it to be approved. This process typically takes a few days, during which Google will check your app for compliance with its policies.

For Apple App Store:

• Join the Apple Developer Program and pay the annual membership fee.
• Create a new app in App Store Connect and provide all the required information, such as the app name, description, screenshots, and category.
• Upload your app's binary file to App Store Connect and any additional materials, such as app icons and marketing assets.
• Choose your app's pricing and distribution options, such as whether to offer it for free or a fee and which countries or regions to make it available.
• Submit your app for review and wait for it to be approved. This process typically takes a few days, during which Apple will check your app for compliance with its policies.

The Google Play and Apple App Store have specific guidelines and requirements that apps must meet to be approved. These requirements cover various aspects of the app, such as content, design, functionality, and security. We review these guidelines before submitting your app to ensure it meets all the requirements.

We create a developer account and follow the respective submission processes to submit your investment app to the Google Play Store or Apple App Store. It typically involves providing information about your app, such as its name, description, screenshots, and binary file, and choosing pricing and distribution options. Once we submit your app, it will go through a review process to ensure it meets the app store's guidelines and requirements.

Once your investment app publishes on the Google Play Store or Apple App Store, you can use various marketing strategies, such as social media marketing, influencer marketing, paid to advertise, and app store optimization (ASO). ASO involves optimizing your app's metadata and content to improve its visibility and ranking in the app store's search results.

Choosing an investment app that adheres to all relevant regulatory requirements and has robust compliance processes is essential. It may involve conducting due diligence on the app's regulatory framework and reviewing its compliance policies by ensuring it adheres to all applicable laws and regulations.

Admin panel can benefit your business in several ways, including:

• Increased efficiency: With advanced investment tools and reports, Finvesto streamlines the investment management process, saving time and effort for financial professionals like distributors, advisors, and stockbrokers.
• Enhanced client service: Finvesto provides personalized investment recommendations based on the client's risk appetite, investment goals, and horizon, allowing admins to offer exceptional service.
• Diversified investment options: A comprehensive mutual fund selection and risk-based fund basket creation help admins provide clients with a diversified investment portfolio that aligns with their investment goals.
• Cost-effective: SIP and Lumpsum investment amount recommendations help distributors, advisors, and stockbrokers increase their clients' returns on investment while reducing the overall investment cost.
• Simplified rebalancing: The investment portfolio rebalances according to the client's investment goals and risk appetite, making it easy for financial professionals to manage their client's investments.

Regarding white labelling, the product and the timeline for customization can vary depending on the customisation level required and the changes' complexity. Finvesto offers a white-label solution, and you can discuss the timeline for customization during the partnership process. Generally, the process can take 2 -3 weeks, depending on the scope of the customization.

No, you will have a dedicated server and backend system. Finvesto takes the privacy and security of client data very seriously. Client data is subject to strict privacy and security measures, and Finvesto adheres to all applicable data protection regulations. When a financial institution or partner uses the white-label solution, the partner stores and manages the investor data.

To set up your account in the Finvesto app, follow these steps:

• Step 1 - Download and install the app from the Google Play Store or Apple App Store.
• Step 2 - Open the app, and enter your name with mobile no. Then click on get OTP.
• Step 3 - Enter the OTP received on your mobile no. and click continue.
• Step 4 - Create a new 4-digit pin and get started.

You change your login pin under the account setting section in the app. For example, click on account setting > enter current pin > new pin > confirm new pin > update pin.

Finvesto has a dedicated support team available to assist distributors, advisors, and stockbrokers with any questions or issues they may have with it. They can contact the support team by mailing connect@finvesto.in or talking to them at +91 8867 6222 62.

To get a partnership with Finvesto, mail us at connect@finvesto.in or talk to us at +91 8867 6222 62.