Goodbye to physical form filling!

Make more money every month!

Get client details in just 1 click. Share unique link on Whatsapp. Get a notification when client fills the form. Share details easily

Remember your Reminders!

Send policy due dates and SIP reminders easily. Never forget wishing your clients on their important life events like birthdays and more

Manage, Measure, Improve!

Set goals. See all your clients in one place. Get insights on your sales - all of this on our platform and make more money every month

and much more...

Our Team

We are a team of graduates from BITS Pilani - one of the top Universities in India who are passionate about creating solutions that helps in improving each and every individual's financial wellness

We have prior experience in working at leading financial services companies and understand the financial services ecosystem well through our own experience and with advisors and mentors with 20+ years of experience in the financial services industry across insurance, mutual funds, stock broking and more.

We are committed to help people make better financial decisions. Given that financial decisions are driven with a mixture of logic and emotions, we believe that taking these decisions becomes much easier with a human touch. Hence, we are creating solutions which empowers intermediaries who sell financial products to serve their clients much better than their current ways. We want to get everyone

One step closer to financial freedom!

Take your first step now

Frequently asked questions

What is Finyman?

Finyman's platform empowers your insurance & mutual fund business by helping you manage your clients easily and helps you increase your sales with actionable insights

Why should I use Finyman?

Because Finyman's platform is the best and easiest way for you to gather your client's details and manage all your clients in one place. It also helps you in increasing your engagement and revenue per client

How much does it cost?

ZERO. Yes you read it right. Finyman's platform is free and accessible without any payment or compulsory credit card addition currently

Why is using Finyman's platform FREE?

We want to democratise access to new age tools to any intermediary selling financial products to empower their business. We'll soon have premium features which you can opt-in as per your use case

Can I sell insurance / mutual fund from Finyman's platform?

No. Finyman's platform is a client management tool. We currently do not have capabilities to help you sell insurance or mutual fund directly

How can I contact you in case of any issues?

We are always at your service at contact@finyman.com and looking forward to your feedback and suggestions