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A Complete Suite for Every Asset Class.

From mutual funds to alternative investments, deliver seamless digital experiences across the entire wealth spectrum.

Execution Engine

Real-time routing and execution across all major exchanges and RTAs.

Risk Guardrails

Automated pre-trade and post-trade compliance checks for HNIs.

Data Security

Bank-grade encryption and isolated tenant architecture for total privacy.

API Ecosystem

Over 200+ RESTful APIs allowing infinite frontend customizability.

The Platform

Built for Scale and Complexity

Mutual Funds

Complete lifecycle management for Mutual Funds with real-time portfolio tracking and seamless transactions.

Onboarding of partners & clients
Complete transaction offering including SIP
Dashboarding and reporting - client, family & business level
Gain Loss reports
Mutual Funds

Equities, PMS, & ETFs

Bring your existing investments and holdings within FundCore and see a consolidated portfolio view and transactions.

Single View
Multi-Asset reporting
Underlying holdings & analytics
Overall portfolio performance
Equities, PMS, & ETFs

Fixed Income (FD, Bonds & NCDs)

Comprehensive fixed income marketplace. Manage bonds, NCDs, and FDs with yield calculators and maturity alerts.

YTM calculators
Interest payout tracking
Liquidity analysis
Cash Flow analytics
Fixed Income (FD, Bonds & NCDs)

Ready to build the future of wealth management?

Schedule a personalized platform walkthrough with our product specialists.