Fnexis – Trusted BFSI IT Solutions Partner !

PRACTICE MANAGEMENT
SOFTWARE FOR IFAs & MFDs

One platform to manage clients, portfolios, leads, renewals and commissions. Built by a financial advisor — for financial advisors.

// Practice Management for Financial Advisors

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TECHNOLOGY BUILT FOR
FINANCIAL BUSINESSES

Custom web portals, client dashboards, and practice management tools for wealth firms, NBFCs, and DSA networks across India.

// Custom BFSI Technology Solutions

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// about company

Your Partner for
Financial Technology

Fnexis (by Sadanta Infotech Pvt Ltd) is a Mumbai-based financial technology company building practice management software and custom digital solutions for India’s financial advisory ecosystem. Our founder holds an ARN registration and has worked as a DSA with HDFC, an insurance advisor with Bajaj Allianz and Kotak, and a mutual fund distributor through NJ Wealth. We understand financial advisors because we are one. We build the software we always needed.

We understand financial advisors because we are one. We build the software we always needed.

// WHAT WE OFFER

AI Implementation Partner (new)
BFSI Industry

KYC & Document Verification AI

Streamline the customer onboarding process with AI-powered identity verification and data collection to reduce drop-offs and frauds.

Intelligent Processing

Intelligently automate data extraction and processing financial documents using AI, ML, and NLP-trained models, reducing manual intervention.

Fraud Detection Integration

We help financial businesses to detect tampered and fraudulent documents to safeguard against spoofs and malicious activities.

// IT services

Technology Solutions
Built for Financial Businesses

all services

Fnexis Advisor Platform

Practice management software for IFAs, MFDs, and DSAs. Manage clients, portfolios, leads, and renewals in one place. Starting ₹999/month.

Business Process Automation

Automate renewal reminders, lead follow-ups, report generation, and WhatsApp alerts. Stop doing manually what technology can do automatically.

Custom BFSI Web Applications

Bespoke web portals, client dashboards, loan management systems, and internal CRMs for wealth firms, NBFCs, and financial advisory businesses.

Client Portal Development

Give your clients a branded login portal to view portfolios, download statements, and upload KYC documents — under your company name.

Real Estate Tech Solutions

Property listing portals, broker management platforms, and lead tracking systems for real estate developers, channel partners, and consultants.

Fintech Strategy Consulting

Technology guidance for financial businesses going digital. Our founder has worked as an IFA, DSA, and MF distributor — we advise from real experience, not theory.

Years of Industry Experience

Live Projects Delivered

Client Satisfaction

Years in BFSI & Real Estate

// latest case studies

Introduce Our Projects

Software development outsourcing is just a tool to achieve business goals. But there is no way
to get worthwhile results without cooperation and trust between a client company.