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 • 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 • Download statements and capital gains reports at tax time • 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 • Callback commitments, tasks and follow-ups that stay tracked • Firm performance by relationship manager, team or branch SECURITY AND COMPLIANCE • Bank-grade encryption in transit…