For Financial Professionals
Finamize gives CAs, SEBI-registered Investment Advisors, Research Analysts, and Certified Financial Planners the tools to manage clients, stay compliant, and grow their practice — all from one platform.
Chartered Accountant
Tax filing, GST, accounting workbench, client management.
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Portfolio management, financial planning, risk profiling.
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Stock baskets, subscriber management, compliance automation.
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Comprehensive plans, retirement projections, insurance analysis.
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Professional Types Supported
18+
Built-in Calculators
100%
SEBI Compliant
₹0
Setup Cost
Why Professionals Choose Finamize
Everything You Need.
Nothing You Don't.
All-in-One Platform
Every tool you need — tax filing, portfolio management, research baskets, financial planning — unified in a single platform. No juggling between apps.
SEBI & DPDP Compliant
Built for Indian regulations from day one. SEBI intermediary verification, DPDP Act 2023 consent management, and mandatory AI disclosure labels.
Client Management
A single dashboard for all your clients — pending tasks, documents, deadlines, communication history. Assign work, track progress, never miss a deadline.
Automated Workflows
From ITR bulk processing to basket alerts, automate the repetitive so you focus on advice. Automated reminders, status updates, and compliance nudges.
Revenue Tools
Collect fees, manage subscriptions, and track revenue across all your services. RA basket subscription billing is fully integrated — you keep 100%.
Multi-License Support
Hold CA, RIA, RA, and CFP licenses simultaneously. Finamize activates the right feature set per license so you serve every type of client from one login.
How It Works
Get Started in Minutes
Register & Verify
Create your account and verify your license — SEBI auto-check for RIA/RA, document upload for CA/CFP.
Set Up Your Practice
Add your firm details, branding, service offerings, and compliance disclosures. Takes under 10 minutes.
Accept Clients
Share your marketplace profile. Clients find and engage you directly. Onboard with a single click.
Grow Your Revenue
Use analytics, automated billing, and Finamize's marketplace reach to scale your practice without hiring.
Tools for Every License
Built for What You Do
Chartered Accountant
- ITR Filing (ITR-1 to ITR-4) with regime comparison
- GST Return Filing (GSTR-1, GSTR-3B)
- Tax Computation Engine (both regimes)
- Accounting Workbench
- TDS/TCS Module
- Compliance Calendar
- Bulk ITR Processing
- 18 Financial Calculators
Investment Advisor
- Portfolio Analytics Dashboard
- Client Risk Profiling
- Recommendation Creator
- Rebalancing Queue
- SCORES Complaint Tracker
- Communication Log
- Performance Metrics
- Deposit Tracker
Research Analyst
- Basket Management (Equity & F&O)
- Subscriber Management
- Research Report Builder
- F&O Trade Ideas
- WhatsApp Alerts
- Revenue Analytics
- RA Compliance Automation
- Cross-RA Overlap Detection
Financial Planner
- Financial Plan Workflow
- Retirement Projections
- Estate Planning Tools
- Planning Templates
- Insurance Tracker
- Goal-Based Planning
- AI Planning Insights
Regulatory Compliance
Built for Indian Regulatory Compliance
Finamize is built ground-up for Indian financial regulations. All AI features include mandatory 'Insight Only — Not Financial Advice' disclosures. F&O features carry the SEBI-mandated risk warning. DPDP Act 2023 consent management is built in. Tax calculations source exclusively from incometaxindia.gov.in. GST data from cbic-gst.gov.in. SEBI data from sebi.gov.in.
Common Questions
FAQ
Get Started Today
Start Managing Your Practice Today
Join thousands of Indian financial professionals on Finamize.
Register NowFree to start. No credit card required.