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 and at rest • Sensitive identifiers stored tokenised, never in plain text • Biometric app lock • Role-based access, with every action recorded in an audit trail • Built around AMFI and SEBI practice requirements, and DPDP-compliant GETTING ACCESS Finlura is provided through AMFI-registered mutual fund distributors. Your account is created by your advisor, who will invite you by email or mobile number. If your advisor does not yet use Finlura, they can request access 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.