Finlura

Finlura connects you to your financial advisor's practice, so your mutual fund portfolio is always current — without spreadsheets, PDF statements or chasing anyone for an update. FOR INVESTORS • See your complete portfolio — holdings, current value, gains and XIRR • See your family's portfolio together in one place • Track every SIP, its next instalment and its history • Browse your full transaction record across folios and fund houses • Review goals and progress towards them • Contact your advisor directly from the app Portfolio data is updated from registrar feeds, so what you see reflects your actual folios rather than manual entry. FOR ADVISORS • Your client book, portfolios and AUM at a glance • Each client's allocation by SEBI scheme category, with XIRR per holding • Alerts for bounced SIPs, expiring KYC and dormant clients • Callback commitments, tasks and follow-ups that stay tracked • Firm performance by relationship manager, team or branch SECURITY • Encrypted connections • Sensitive identifiers stored tokenised, never in plain text • Biometric app lock • Role-based access for your team GETTING ACCESS Finlura is provided through mutual fund distributors. Your account is created by your advisor, who will invite you to sign in. Advisors can create an account in the app or at finlura.com. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Finlura is a technology platform for distributors and their clients; it does not provide investment advice.