FinoTrust provides a white-label platform to Independent Financial Advisors to offer financial planning & wealth management advisory services including execution & CRM capabilities across all products viz. equity, derivatives, MFs, Fixed income/Debt, Non-discretionary PMS, real estate, structured products, etc. IFA’s will get the platform as plug-n-play software. S/he pays only a % of the AUM that is being managed by IFA for his/her set of clients or pays a minimal subscription fees per client.

FinoTrust is a B2B company. It is a technology driven company that will provide independent financial/wealth advisors the following services:
- state of the art financial planning and execution platform;
- superior analytical and reporting tools
- operations, risk and control

We at FinoTrust believe IFAs will remain an integral part of selling and managing wealth for a vast majority of Indians. Working with IFAs will allow Finotrust to scale faster and secure higher AUM.

How does FinoTr...
FinoTrust provides a white-label platform to Independent Financial Advisors to offer financial planning & wealth management advisory services including execution & CRM capabilities across all products viz. equity, derivatives, MFs, Fixed income/Debt, Non-discretionary PMS, real estate, structured products, etc. IFA’s will get the platform as plug-n-play software. S/he pays only a % of the AUM that is being managed by IFA for his/her set of clients or pays a minimal subscription fees per client.

FinoTrust is a B2B company. It is a technology driven company that will provide independent financial/wealth advisors the following services:
- state of the art financial planning and execution platform;
- superior analytical and reporting tools
- operations, risk and control

We at FinoTrust believe IFAs will remain an integral part of selling and managing wealth for a vast majority of Indians. Working with IFAs will allow Finotrust to scale faster and secure higher AUM.

How does FinoTrust help the end-consumer where some of the challenges are as follows:
- IFAs are not all educated to a standard level to provide quality advice on a number of different financial products;
- 1-time advise giving vs. continuous monitoring
- Critics of IFAs challenge that financial advise is based on pushing products
- IFAs themselves are feeling threatened from above factors plus regulatory overhand wrt commissions
- Physical asset (RE, gold) form a large part of Networth (and advise giving involve more than financial products).

Long term strategy for FinoTrust is to market its financial planning and execution services to consumers directly. A recognized and well established technology platform will lower customer acquisition for FinoTrust in the longer term -- FinoTrust will have a better ability to segment customer base and better customize its product offerings for different segments.


Benefits to Financial advisors:
Customer loyalty, ability to scale (improve revenue prospects) and optimal risk & control.

Benefits to the end consumer:
- Higher quality advise (across different products - MF, equity, debt, gold, etc.) based on a robust robo-advisory engineer
- Reports and execution across different platform
- Higher risk adjusted returns
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Ajinkya Deshmukh
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Ajinkya Deshmukh