Enhance Your Earnings With
Prudent Credit Solution
WhoWeAre
We are FinCase. A FinTech with a steadfast focus on bringing credit solutions to personal finance space. You have been managing investments for your clients, while they looked at other avenues for credit.
We are making it availabe for you. With the Midas Touch of Advisory, Customizations & More
Solutions
Access Credit Line Against Mutual Funds Assets
We know its hard to build Mutual Fund AUM, but easy to break.
Clients tap on it first due to seamless liquidation process.
Disrupting the growth potential and loss of revenue too
Unique Features For You.
Benefits For Your Clients
Highest LTVs
Stuck at 50%? Not anymore!
Loan Monitoring
As good as investment reporting
Customisable ROIs
Have the pricing power in your hand
DIY & Assisted Flows
Choose what’s best as per your client needs
Triggers & Notifications
To never let a market fall prompt redemptions
Lien Recommendations
Research Algo that suggests the best for clients
How it Works?
Sign up in seconds
Import your RTA Files
See Pre-Approved Loans
Choose Client & Initiate a Loan
Digital Flow, KYC & Instant DIsbursement
Loan Monitoring, Triggers, Payouts & More
Frequently AskedQuestions
By partnering with FinCase you can provide your clients loan against their mutual funds in just 15 minutes during financial emergencies and This helps safeguard your Assets Under Management (AUM) from potential redemptions, enabling you to maintain your trail income and earn extra commissions from referrals. Additionally you will get customized professional marketing tools and 24*7 support for your business to grow in the advisory world and get a chance to stand out in the industry.
Let’s Do This. For You & Your Client’s Interest!
Make It Happen!