An integrated Wealthtech Platform for the Wealth Distributors

An assisted Digital platform that breaks through barriers to make investing informed, safe and convenient.

join as wealth distributor
why finhaat

Easy to Understand and Easy to access Platform

With Finhaat and it's Partner ecosystem, our target segment can seamlessly access products and services that are essential to fulfilling their financial dreams yet hitherto inaaccesible.

Diverse Asset Class Portfolio

Curated Portoflio of wealth products on the platform offering a broad mix of investment instruments

Easy to use Interface

A trustworthy ecosystem that is easy to understand, easy to use and more importantly easy to access

Dedicated Service Team

Team of Trained Professionals to help Wealth Distributors grow their business

Completely Digital Product Journey

Suite of APIs to develop end to end servicing product journey.

Diverse Asset Class Portfolio

Curated Portoflio of wealth products on the platform offering a broad mix of investment instruments

Easy to use Interface

A trustworthy ecosystem that is easy to understand, easy to use and more importantly easy to access

Dedicated Service Team

Team of Trained Professionals to help Wealth Distributors grow their business

Our Achievements in Numbers.

4000+
Individual Partners
200+
Institutional Partners
60L+
Lives Covered
85%
Pincodes
benefits

What We Offer

Digital Platform
Sales & Marketing Support
Extensive Training Support
Service Support

Digital Platform

One Dashboard for metrics at product level and customer level including AUM, redemptions and financial metrics

Diverse digital wealth products available on one interface

Completely Digital and Paperless KYC

Additional offering of Insurance on the platform

Sales & Marketing Support

Dedicated Relationship Manager and a team of product experts

Support for Investor Awareness Programs

Access to Customised Reports and Finhaat Insights for further sharing

Well Established Rewards and Recognition system for Partners

Extensive Training Support

Dedicated Relationship Manager and a team of product experts at the backend

Training for the Digital Interface - web as well as mobile app

Sales Training across products and regulations

NISM 5A training for all prospective MFDs

Service Support

Dedicated Service Manager for the Digital Platform queries

Support for Investor Awareness Programs

Access to Customised Reports and Finhaat Insights for further sharing

Well Established Rewards and Recognition system for Partners

Digital Platform
Sales & Marketing Support
Extensive Training Support
Service Support

Digital Platform

  • One Dashboard for metrics at product level and customer level including AUM, redemptions and financial metrics
  • Diverse digital wealth products available on one interface
  • Completely Digital and Paperless KYC
  • Additional offering of Insurance on the platform

Sales & Marketing Support

  • Dedicated Relationship Manager and a team of product experts
  • Support for Investor Awareness Programs
  • Access to Customised Reports and Finhaat Insights for further sharing
  • Well Established Rewards and Recognition system for Partners

Extensive Training Support

  • Dedicated Relationship Manager and a team of product experts at the backend
  • Training for the Digital Interface - web as well as mobile app
  • Sales Training across products and regulations
  • NISM 5A training for all prospective MFDs

Service Support

  • Dedicated Service Manager for the Digital Platform queries
  • Support for Investor Awareness Programs
  • Access to Customised Reports and Finhaat Insights for further sharing
  • Well Established Rewards and Recognition system for Partners

Why become a Wealth Distributor

Be your Own Boss
High Growth Business
Respectable Profession
Regularly Monthly Payouts
High Earning Potential
Minimal Investment
how to become a wealth distributor

Who is Finhaat for?

BECOME A POSP

Seamless, user-friendly technology

Hassle Free Onboarding

Multiple Product line

Flexible Work Schedule

No capping on earnings

Unlimited Growth Potential

Eligibility Criteria

10th Pass
Minimum Age 18 years
Aadhar card / Pan card
Bank Details

Our Products

We offer multiple product options from our network of insurance companies to meet diverse customer needs.

Mutual Fund

Invest in Mutual Funds. Build your wealth, SIP by SIP. Achieve your life-goals & more

Digi Gold

Safe, transparent and low-cost way of investing in gold and diversifying your portfolio

EMI Gold

Structured way to invest in Gold, Multiple plans & more

Insurance

Simple, suitable and affordable insurance products have been curated and designed for all needs

OUR wealth distributors

What do you love most about working with Finhaat

As an insurance agent working closely with Finhaat, I can attest to their unwavering commitment to providing top-notch service and tailored solutions to their clients. It's been a privilege collaborating with Finhaat, witnessing firsthand their dedication to understanding each client's unique needs and going above and beyond to secure the right coverage. Their team's professionalism, expertise, and genuine care for their clients' well-being truly set them apart in the industry. I'm proud to be associated with Finhaat and wholeheartedly recommend them to anyone seeking reliable insurance services.

Sahil Patanwal

Fine Heart", the best words comes first to my mind if I would like to describe the working under "Finhaat", a tremendous atmosphere to work under with the best supportive and caring associates. Wishing a lot of success and Good Luck to whole team for its future endeavors:

Poonam Pandey

First time working as insurance agent (with Finhaat). Great experience……RM’s response to quotation and payment link is very fast. I got my payout on the promised day. Overall I am very happy with Finhaat about the extra income.

Ifraj Mahalunkar

I have been working with Finhaat for the last 10 months. I joined this company as a PoSP. I have learnt a lot to help me enhance my skills. Their payout is very timely and accurate, no hidden charges. My RM Mr Samiran, helps me a lot to close the lead. Whenever I need help my RM always stand with me. Thank you Mr Samiran for suggesting me to join a leading company in the insurance sector. All the processes in Finhaat are very easy and smooth.

Gaurav Srivastava

Group of Companies

Supercharge your Business with Finhaat

BECOME A PARTNER TODAY
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Finhaat Technologies Pvt Ltd

(CIN:U74990MH2021PTC368712)

Corporate Office

No. 101, First Floor, Om Sadan, Mehra Estate,
LBS Marg, B/h Jaswanti Landmark, Vikhroli- West, Mumbai- 400079

Phone
022-46055160
Email
info@finhaat.com

Finhaat Insurance Broking Pvt Ltd

(CIN:U66000MH2021PTC370496)

IRDAI License no. 820   I  Category – Direct (Life & General)
Validity till: 30th May 2025
For any grievance, please write to us
on complaints@finhaatinsurance.com

Finhaat Wealth India Private Limited

(CIN: U66120MH2024PTC425877)

AMFI registered Mutual Fund Distributor (ARN: 304259)
Date of initial registration: 14th Aug 2024 | Valid till: 14th Aug 2027
For reporting of any cyber-attacks w.r.t. your E-Wealth Account, mail us at cyberincident@finhaat.com
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