Fintech SaaS Solutions Built for Finance Companies
Powerful, cloud-based software platforms that automate compliance, tax filing, portfolio management, and reporting — purpose-built for financial institutions and NRI-focused businesses.
Our SaaS Product Suite
End-to-end software modules for every function of a modern finance company.
Portfolio Management System
Real-time portfolio tracking, P&L reporting, and client-level dashboards for wealth managers and brokers.
Tax Filing Automation
Automated ITR filing, DTAA computation, and TDS reconciliation for NRI clients across 90+ countries.
Compliance & Regulatory Engine
SEBI, IRDAI, AMFI, and RBI compliance workflows with automated audit trails and regulatory reporting.
Client Onboarding Suite
Video KYC, digital documentation, e-sign, and NRI-specific onboarding flows with CKYC integration.
Trading & Order Management
NSE/BSE integrated OMS with algo-ready APIs, risk management, and real-time margin monitoring.
NRI Repatriation Module
Automated repatriation workflows, FEMA documentation, and RBI reporting for NRO-to-NRE fund transfers.
Why Finance Companies Choose Us
Cloud-Native Architecture
Built on AWS with auto-scaling, 99.9% uptime SLA, and disaster recovery across multiple availability zones.
API-First Integration
RESTful APIs and webhooks for seamless integration with your existing CRM, ERP, and trading platforms.
White-Label Ready
Fully brandable interfaces so your clients see your brand, not ours. Custom domains and theming included.
Regulatory Updates
Automatic compliance updates whenever SEBI, IRDAI, or RBI issues new circulars — zero manual patching.
Transparent Pricing
No hidden fees. Scale as you grow.
Starter
For boutique advisory firms and independent RIAs.
- Up to 100 clients
- Portfolio Management
- Tax Filing Module
- Email Support
Professional
For growing brokerages and wealth management firms.
- Up to 500 clients
- All Starter features
- Compliance Engine
- Video KYC Suite
- API Access
- Priority Support
Enterprise
For large institutions and multi-branch operations.
- Unlimited clients
- All Professional features
- White-label
- Dedicated SLA
- On-premise option
- 24/7 Support
Ready to Modernise Your Finance Operations?
Book a personalised demo with our product team and see how our SaaS platform fits your workflow.