Launch your own branded mutual fund investment platform. Enable digital investing for your customers while generating recurring fee-based income.
Your bank's look & feel
Wide range of funds
Trail commissions
SEBI & AMFI approved
Complete white-label solution to launch your digital investment platform, with full control on data and transparency of the customers and their investments
Fully branded app and web platform with your bank's logo, colors, and identity. Launch under your own brand.
End-to-end paperless KYC, e-signature, and instant account opening. Video KYC ready.
Generate recurring trail commissions on AUM. New revenue stream with minimal operational cost.
API-based integration with core banking systems, payment gateways, and existing infrastructure.
Everything you need to offer comprehensive investment services
Goal-Based Planning
AI Portfolio Recommendations & Rebalancing
SIP & Lump Sum Investing
Daily SIP Option
Customer Dashboard
RM Dashboard & Analytics
From setup to launch in 8-12 weeks
White-label branding with your bank's logo, colors, and design elements across app and web platform.
API integration with core banking systems, payment gateways, and existing customer databases.
Comprehensive user acceptance testing, security audits, and performance validation.
Platform launch to customers via app/web with complete training for RMs and branch staff.
Continuous platform updates, customer support, and performance monitoring with dedicated account management.
Multiple deployment scenarios for different customer segments
Digital investment platform for mass retail customers with SIP starting from ₹100/day.
Premium platform for high net-worth individuals with dedicated RM support and portfolio management.
Employee investment programs for corporate salary accounts and group benefit schemes.
Convert idle savings account balances into systematic investments for existing customers.
Built on regulatory frameworks for banks and financial institutions
Full regulatory compliance for mutual fund distribution
256-bit encryption and fully secure transactions
Complete audit trails, reporting, and compliance documentation
RBI guidelines adherence for Banking Trusts & Payment Gateway partnerships
Partner with WealthUpp to offer mutual funds to your customers and grow your fee-based revenue.