Wealth & Fintech

Launch a wealth or fintech product — faster, leaner, white-labeled

Digital onboarding, mutual fund and wealth platform, advisor CRM, analytics, and APIs — ready to ship under your brand, with regulatory updates handled by SOFCOM.

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Wealth Console
Advisor: Priya Mehta · 21 May 2026
SENSEX 75,142.85 ▲ 0.54%
Total AUM
₹128.4 Cr
▲ +4.8% MTD
Active Clients
842
▲ +18 wk
SIP Book / mo
₹4.86 Cr
▲ +9.4%
Net Inflow MTD
₹7.2 Cr
▲ +12.1%
AUM Trend (₹ Cr)
1W1M6M1Y
Top Fund HoldingsUnitsNAVValue
Parag Parikh Flexi Cap42,180₹84.20₹35.5 L
HDFC Mid-Cap Opportunities18,420₹162.40₹29.9 L
Axis Bluechip Direct36,250₹62.85₹22.8 L
Client Portfolios
All clients · AUM · Returns · Asset allocation
ClientAUMReturnAllocation
AS
Arjun Sharma
HNI · Growth profile
₹84.7 L
+18.4%
RK
Rajesh Khanna
UHNI · Balanced
₹2.4 Cr
+14.2%
SD
Sneha Desai
Retail · Conservative
₹32.8 L
+11.6%
VP
Vivek Patel
Retail · Growth
₹54.2 L
-2.1%
EquityDebtGoldCash
SIP Book
Active · Paused · Mandate & bounce tracking
Active SIPs
624
₹4.86 Cr / month inflow
Paused
42
14 within 30-day grace
Mandate Active
98%
E-NACH · UPI auto-pay
Bounces (30d)
7
5 retried · 2 reach-outs
Started this Mo.
68
₹38.4 L new inflow
Due Tomorrow
186
₹1.42 Cr scheduled
ClientFundAmountStatus
Arjun SharmaParag Parikh Flexi Cap₹10,000Active
Priya MehtaHDFC Mid-Cap Opp.₹25,000Active
Vivek PatelAxis Bluechip Direct₹15,000Paused
eKYC & Onboarding
Aadhaar OTP · Digilocker · Video KYC · KRA · CKYC
23 in pipeline · 8 today
PAN
Verified
Aadhaar OTP
Verified
Digilocker
Verified
Video KYC
In progress
Bank · NACH
Pending
eSign · KRA
Pending
Active
—
ApplicantStageStatusAge
Arjun SharmaVideo KYC scheduledIn review2h
Neha KumareSign + NACHAwaiting5h
Amit KapoorKRA verificationPending1d
Advisor CRM
Leads · Reviews · Servicing · Engagement
New Leads
126
▲ +18% wk
Conv. Rate
28%
▲ +2.4pp
Reviews Due
42
▼ this week
Open Tickets
18
▼ 4 SLA breach
Lead · ProfileStageAdvisor
RV
Rohit Verma · ₹2 Cr est.
Source: Referral · 2d
DemoPriya M.
NK
Neha Kumar · HNI
Source: Ads · 4h
NegotiationSneha D.
AK
Amit Kapoor · IFA partner
Source: Partner · 1w
OnboardedRohit A.
Analytics & Reports
AUM · Asset Mix · Advisor MIS · Client reports
AUM Growth FY
+34%
▲ ₹32 Cr added
Avg Ticket
₹15.2 L
▲ +6.8%
Active Advisors
14
▲ +2 wk
Compliance
100%
SEBI filings on time
AUM by Asset Class
CurrentYoY
Top Advisors
Priya Mehta₹18.4 Cr
Rohit Agarwal₹14.9 Cr
Sneha Desai₹11.7 Cr
Amit Kapoor₹9.8 Cr
Whitelabel Settings
Launch under your brand — domain, logo, modules
Domain & Branding
Modules & Features
Direct MF Investing
NSE NMF II / BSE STAR MF
SIP / STP / SWP
E-NACH mandate & UPI auto-pay
PMS & AIF Module
Strategy onboarding + reporting
Co-branded Mobile App
iOS + Android with your logo
Re-KYC Automation
Periodic cycles + KRA sync
6-10 wk
New fintech go-live
5+
KYC providers wired
100%
White-label-ready
API
First architecture
The stack

The wealth & fintech stack

Production-ready modules you can adopt individually or combine into a full advisor or investor product.

eKYC & Onboarding

Aadhaar OTP, Digilocker, video KYC, KRA & CKYC, PAN/bank verification — paperless and quick.

MF & Wealth Platform

Direct & regular MF, SIP/STP/SWP, portfolio tracking, advisor tools, client review packs.

Advisor CRM

Leads, servicing, portfolio reviews, advisor productivity, and engagement workflows.

Analytics & Reports

AUM dashboards, advisor MIS, client reports, and management views.

API & Integration

Connect KYC, MF platforms, market data, payments, and your existing CRM through one API surface.

Re-KYC & Compliance

Periodic KYC cycles, AML profiling, and audit-ready trails — handled in the background.
Why fintechs pick SOFCOM

Skip two years of build time — start with production-grade modules

Every module is already in production with regulated firms. Your team starts from "configure and launch" instead of "design from scratch."

  • Launch-ready onboarding & investing flows
  • Regulatory updates handled by SOFCOM
  • White-label branding across every surface
  • API-first — extend with your own product layer
Who it's for

Built for the team you have

Wealth Managers
Advisor-led firms & family offices
MF Distributors / IFAs
High-volume MF books
Fintech Startups
Launch on existing rails
RIAs
SEBI-registered advisors

Want to launch faster on our wealth stack?

Tell us your product vision. We'll show you which modules drop in directly and what you'd build on top.

Book a Demo Talk to sales