Fintao

Fintao LLP

About this app

Fintao is an all-in-one personal finance management app that simplifies your financial life. With the "One Family - One Account" feature, you can keep all your family's financial data in one place. The app's user interface is immersive and interactive, with multiple themes to choose from for a personalized feel.

Fintao offers a client self-onboarding feature that allows you to invest within 10 minutes of sign-up. You can also use the interactive goal planning module to track your financial goals' progress. The profile page is designed to bring all your profiling related information together in one place, including personal data, online investment account onboarding, and mandate-related information.

Security is a top priority with Fintao, and the app offers PIN protection and biometric security measures such as fingerprint and face detection unlock for additional security.

The app's mutual fund enhancements allow you to seamlessly manage your MF portfolio and view all transactions and SIPs. You can also search for various baskets and compare different mutual funds to make informed investment decisions. Online investment account creation is simplified to just 5 minutes, and transactions can be completed entirely within the app without having to authenticate through email. Mandate authentication can also be activated within 2 minutes.

With over 20 asset classes available, Fintao offers a comprehensive portfolio management solution. You can view detailed information for each of your assets in an enhanced manner, and the app makes adding, editing, and deleting assets a breeze. Simplify your personal finance management with Fintao today.

What’s new

Nominee addition made compulsory while creating a UCC.
NEFT/RTGS payment mode added in relevant transaction modes
Other bug fixes & improvements