Finyman

Finyman
Personal Assistant for your insurance & mutual fund business!

Each & every person in this world wants to increase their wealth

As a financial advisor you help people to achieve their wealth goals & play a crucial role in helping people make good decisions with their money. We want you to focus on talking to your clients and helping them with decisions instead of doing operational work. We have built this app for financial advisors who constantly strive to improve in their service towards their clients and provide exceptional experience to their clients.

We want you to offload all operational work to our app and just focus on your clients by using our app to do the following

Get client details-
Forget physical forms. Share a unique link with your clients to get their details for buying life insurance, health insurance or mutual funds in a single click. Then share your clients details with your company representative in just one click on Whatsapp

View all clients in one place-
No need to maintain registers and excel sheets. Use Finyman app to see all your insurance & mutual fund clients in one place. You can always access all your client details using your mobile phone anywhere you want and use these details to up-sell and cross sell different financial products

Sell any insurance & mutual funds -
You can use Finyman to collect details and then sell insurance & mutual fund using any company or broker of your choice without any restrictions

Get insights on your sales -
We help you get a sense of your earnings every month and how you are improving over time. We give you a summarised view of your earnings, clients and sales for different products every month. This will help you analyse and improve your performance over time

Never miss an important date -
We notify you on your client’s birthdays and important dates so that you are always on time to wish your clients and make them feel special. We will also have more important events captured in the future so that you are always providing exceptional service to your clients

Health Insurance brochures -
No more searching for brochures to tell health insurance benefits to your clients. Get insurance brochures from major health insurance companies on your finger tips and share these brochures with your clients in 1 click.

Mutual fund performance tracker -
You can come on Finyman and readily check top mutual funds across different categories within equity & debt funds and explore the top large cap, small cap, flexi cap, etc. funds based on their 1,3 or 5 year returns. You can also share these funds with your potential clients in 1 click.
This will also help you to shortlist and select best funds for your clients for taking best decisions for their wealth creation

SIP Calculator -
Use SIP calculator to help your clients with their investment goals. Enter investment amount, rate of return and time period to get invested amount and total returns. You can share this with your client in just 1 click to help them realise power of compounding by doing an SIP
This will help you get more clients by easily sharing a view on how their investments can grow by following your financial advice

SWP Calculator -
Use SWP calculator by entering investment amount, withdrawal amount, rate of return and time period to get final output of invested amount, total withdrawls and final value. You can share this with your client in just 1 click to help them understand mutual funds as an investment instrument to get regular income.
This will help you grow your AUM with major lumpsum investments from your clients

We are working hard to make sure that you enjoy using Finyman and grow your business further and serve your clients even better