Finlura
Advisors

Your Wealth, Your Way.
Powered by Your Advisor.

Track your mutual fund portfolio, plan your financial goals, and stay connected with your advisor — all in one modern platform built for Indian investors.

Why Finlura

Built for Modern Investors

Consolidated Portfolio

All AMCs, all schemes — one view.

Goal Planning

Link investments to life goals.

Family Mapping

Plan as a family, not individuals.

Health Score

Know how healthy your portfolio is.

Features

Everything You Need

Track your mutual fund investments, plan financial goals, and stay connected with your advisor — all from one secure platform.

360° Wealth View

Mutual funds, EPF, NPS, real estate, gold, crypto and PMS — every asset class in one screen with live valuations.

Performance & XIRR

Track absolute and XIRR returns, gain/loss, and historical performance with interactive charts.

Goal-Based Investing

Link investments to financial goals like retirement, education, or buying a home — and track progress.

Health Score

One-click 0–100 score across 7 dimensions with personalized recommendations to improve your finances.

Achievements & Streaks

Earn badges for SIP streaks, goal milestones, diversification and more — saving made motivating.

Smart Nudges & Alerts

Real-time transaction alerts plus proactive nudges before SIPs miss, KYC expires, or goals fall behind.

Family Portfolio

View family members' portfolios together (Individual, HUF, Minor, Trust) and plan at the household level.

Quick Planners

Can-I-afford-this, retirement gap, SIP step-up, inflation impact — fast answers to your biggest money questions.

Chat with Advisor

Secure in-app chat with your advisor — approve SOAs, proposals and orders with one tap.

Quarterly Engagement Letters

Personalized portfolio reviews delivered to your inbox every quarter — always know where you stand.

CAS, Tax & Compliance Reports

Download CAS, capital gains, tax harvesting opportunities, and FY-wise reports ready for filing.

Fraud & Anomaly Protection

Unusual transactions, large redemptions and pattern breaks are flagged automatically and reviewed by your advisor.

Smart Document Vault

Insurance, mandates, property and tax docs in one place with automatic expiry reminders.

Bank-Grade Security

OTP login, AES-256 encryption, PAN tokenization, and full DPDP Act compliance.

Mobile Friendly

Fully responsive — access your portfolio from any device, anytime, anywhere.

Your Investments. Safe & Transparent.

Encrypted & Secure

All personal and financial data is encrypted end-to-end. Secure OTP login keeps your account protected.

SEBI-Approved ARN Advisors

Only SEBI-approved, ARN-registered advisors operate on Finlura. Your investments are in trusted hands.

Full Visibility, Anytime

Access your portfolio, track performance, and download reports from any device — whenever you need them.

Are you a Mutual Fund Advisor?

Finlura helps IFAs manage their entire practice — investors, portfolios, compliance, and billing.