Automate your business functioning with Robo Advisor

It’s the time to turn traditional advisory business into modern advisory firm by adapting self operative technology which performs all your business functions with minimum human engagement.

  • Auto on-boarding of investors.
  • Paperless procedure.
  • Low cost solution.
  • Little human efforts.
Register for Free Demo
robo advisory platform in india

Why Robo Advisory App?

  • No Geographical Limit:
    Client on boarding process is same whether the client is at your office or in Dubai or New York, all it take 5 minutes process to enable client his first purchase.
  • No Human dependency:
    Flawless, seamless investment process! Handle more number with very less employees.
  • 24 X 7 Business Hours:
    Now your business is not depending on your office hours, it’s round the clock open without any holiday throughout the year.
  • Compete with Big Brands:
    RED Vision Robo Advisory Platform Mobile app is powered by robust backoffice platform in india, you can achieve the better technology at comparatively very less amount of Investment, it make you enable to compete with Major Big Brands.

Why Robo is made for you?

  • To automate your business process.
  • Improves Asset Under Management.
  • Controls operational cost.
  • Keeps connected with clients every time.
  • Attracts small investors.

Key Features

mutual funds software service

Create your presence 24x7

Your business hours in your hand, deal with clients from anywhere at any time and be a witness of own progress.

mutual funds software white label

Turn into a Brand

Forming your own brand is no more hectic when you have right resources and technology that assures success.

best mutual fund software for distributors

More Business at Low Cost

Reducing operational cost is the expertise of Robo that wants you to earn more while incurring less.

best mutual fund software for ifa

Become Future Ready

Artificial Intelligence is the new era for pursuing business operations that gives you edge over the rivals in the industry.

mf distributors software

Get Access to Overseas Nation

Discovering clients across the globe is way too easier than ever before, perform hassle free transactions with no barriers.

online KYC for mutual fund distributors

Quick Instant Video KYC

A non-KYC investor needs to undergo the online process of verification, while the investor with KYC can proceed for BSE Registration.

Robo Advisory Process

robo advisory process

Key Features

  • 100% Paperless Client Onboarding.
  • Instant E-Mandate Registration.
  • Instant Video-KYC Creation.
  • Instant Login Creation on App.
  • Can Start SIP Immediately.
  • All Above Processes takes hardly 5 Minutes.

Additional Benefits

  • Smooth virtual on-boarding of new investors.
  • Self monitoring of clients portfolio based on financial algorithms.
  • Advisors don’t need to perform complex calculations.
  • Complete assistance to fresh investors without advisors intervention.
  • Regulates your business even in your absence.

What you’ll get from Robo?

  • Package of complete Business solution.
  • Assistant to look after your business in your absence.
  • Your marketing tool to improve business revenue.
  • Gives consistent leads to your business.

Robo Advisory process

wealth management software

Our Mobile Application


Growth Point - Complete Solution

Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns


Blackpearl Securities

We all dream of owning a successful company, calling the shots and pocketing a nice paycheck every other week. Oh, there are plenty of dreams out there but how many of us actually take that first step toward financial independence and a quality of life that depends, not on the folks upstairs in the big offices, but on your own hard efforts.


Shree consultants

Shree Consultants – an Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products. Started in 2004, we have been making zesty strides in the financial services, sales and distribution markets.


MG Wealth

We, M G Wealth Pvt. Ltd. started our journey of ‘Mutual Fund Investment Advisory’ in late 2005 with a handful of investors. Presently we are managing around 1500 retail investors with a dedicated team of experienced and young pragmatic members.


DS Wealth

We are team of committed and experienced professionals providing Financial Advisory services for Insurance and investment planning in Mutual Funds registered with AMFI, and competent authorities like IRDA for over 15 years to the satisfaction of our clients.



Living a corporate life was keeping us all too much busy and occupied with loads of unavoidable things coming on our way. Due to this heavy engagement, we could not find time to add real value to our client’s requirements at large.


WealthyBliss Capital

To be financially fit is essentially achieving financial independence - a key pillar that allows us to achieve our goals. Be it buying our first house, planning for our children's education, saving for retirement - these are just some of the goals for which it is never too late to start planning early.


Assured Prime

Assured Advantage Advisory is a one-stop shop for financial solution & products. Multiple researches have highlighted the huge gap that exists in India on financial literacy/awareness. Most of the decisions are taken through the trial & error method.

Why your clients need Robo Advisor?

Robo advisors are self driven investment platform that manages your client’s portfolio on your behalf. Starting from on boarding a new investor to deliver consolidated financial statement, everything is made easy for advisors as to reduce human dependency. These digital advisors acquires goals, income, assets, liabilities and other relevant information of investors and structures appropriate financial strategy to invest funds of your clients without ignoring risk associated with their profile. The best thing is that you can generate leads from any part of the world with no extra effort or cost.

  • Investors with low income can even enter.
  • Get services within less cost.
  • Assist beginners in learning investment markets.
  • Avail services 24x7 with no interruptions.
  • Promotes tax harvesting.

Trend in India

  • Companies like Groww, Funds India, ET Money and many others are getting high response from investors as millions of users are registering through mobile apps.
  • Robo Advisory market in India is estimated to attain a growth rate of more than 50% by year 2025.
  • Indian Investors are revealing interest towards digital algorithms based advisors due to their affordable service charge.

Trend in US and UK

  • US is the leading nation in adopting 100% automated investment platform.
  • Globally, US have the highest Assets Under Management in Robo Advisor segment with $ 682,726 million.
  • By the end of 2020, wealth management firms in UK are planning to shift maximum operations to automated investment platforms.

In short such an assistive partner helps you to overcome any business challenge and cares for your business irrespective of the market downfalls. If you still feel confused about Robo or having any query then you should definitely Register For Free Demo as what can be a better way than having hands on experience.

Request a call back here mutual funds software