Finuro

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Finuro is a SEBI-compliant operating platform for Research Analysts (RAs), Investment Advisers (IAs) and wealth firms in India. It covers the whole advisory workflow in one place: client onboarding with e-KYC and Aadhaar e-sign, subscription billing and payments, delivery of stock recommendations, digitally signed research reports, model portfolios with rebalancing, and trade execution through brokers. Advisors can send recommendations and updates over WhatsApp and Telegram channels. They can also sell courses, locked content and 1:1 sessions, and offer clients EMI plans. Performance records are kept PaRRVA-ready for compliance. Higher plans add AI-assisted research reports, a recommendation engine that triggers updates automatically, CRM, API access, and white-label hosting on the firm's own domain and payment gateway. Finuro also runs a free public directory of SEBI-registered research analysts. Advisors can claim their profile there to be found by investors. Plans start at ₹999/month.