One platform.
Every financial product.
Every IFA.
Fincentive.One is the operating system and marketplace that connects India's Independent Financial Advisors to every AMC, pension fund, and insurer — in one place.
No credit card required · 15-day full access
Running an advisory practice in India is harder than it should be.
IFAs lose half their week to admin work. We built Fincentive.One to give it back.
Every AMC has its own login. Every CRA has its own dashboard. Your day disappears in tab-switching.
Re-keying KYCs, chasing penny drops, downloading commission statements. None of it grows your book.
Held-away assets, NPS, insurance, real estate — you can't advise on what you can't see.
Fincentive.One changes that.
One platform at the centre. AMCs, PFMs, insurers, CAS, MF Central, WhatsApp, e-sign — all wired in.
Everything you need, in one place
8 pillars. Built for the way Indian IFAs actually work.
AI-assisted lead discovery, enrichment from public signals, contact capture from business cards and WhatsApp, and intent scoring.
Kanban pipeline, stage automation, activity timeline, reminders, duplicate detection.
Continuously engage clients and prospects on WhatsApp, email, and SMS nurture sequences, and personalized templates. Bulk but warm.
Goal builder, risk profiling, asset allocation, monte carlo projections, and PDF export.
Aadhaar e-sign, penny drop, PAN verification, video KYC, cross-AMC re-use.
Unified service request queue, SLA tracker, templated responses, and escalation ladders.
CAS ingestion, MF Central sync, NPS CRA pull, consolidated family view.
Brokerage reconciliation, trail income forecasts, payout tracking, and GST-ready reports.
One bridge to the entire ecosystem
20+ AMCs, every PFM, growing every month.
Why IFAs pick Fincentive.One
From IFAs across India
“I replaced four logins and a notebook. My empanelment came through in 48 hours.”
“The held-away view changed how I have client conversations. I see what's actually theirs.”
“Finally a platform that understands ARN, not just CRM jargon. Onboarding took 7 minutes.”
Simple, transparent pricing
Start free. Upgrade when you're ready.
Platform + marketplace + 50 /ask queries
Everything in Core + unlimited agents
For practices with multiple users
Frequently asked questions
Is Fincentive.One SEBI / PFRDA / AMFI compliant?+
Yes. We are aligned with SEBI, PFRDA and AMFI guidelines, and DPDP Act compliant from day zero. Hosted in India (DigitalOcean BLR1).
How long is the free trial?+
15 days, no credit card required. You get full access to the platform and marketplace.
Do I need to be an existing ARN holder?+
No. We support both existing ARN holders and aspiring IFAs — our Certification Factory helps you get certified if you aren't yet.
Will my client data be safe?+
All PII is segregated into dedicated schemas with row-level security. We never share client data with AMCs or third parties.
Can I import my existing book?+
Yes. Upload a CSV or sync via CAS / MF Central. We auto-deduplicate and reconcile.
How does empanelment work?+
One form, one e-sign — we route your application to all partner AMCs and PFs simultaneously. Most empanelments complete in 48–72 hours.
What if I have only NPS clients?+
Pension Pro is for you. All NPS workflows, CRA sync, and PFRDA compliance — no MF clutter.
Do you have a mobile app?+
The Hub is fully responsive. The IFA platform also has a dedicated iOS and Android app.
Can I cancel anytime?+
Yes. Month-to-month, no lock-in. Annual plans get 2 months free.
How do I get support?+
In-Hub service requests with SLA tracking, plus email and WhatsApp support during business hours.