Power mutual funds, equities, SIPs, advisory, KYC, portfolio analytics, settlements, partner distribution and investment execution — all through one unified WealthTech infrastructure.
Powering mutual fund distribution, equity execution, advisory workflows, portfolio management, KYC, settlements, reporting, and analytics for modern WealthTech & investment platforms.
CKYC, Aadhaar XML, DigiLocker, eSignature, bank verification and FATCA collection for seamless investor onboarding.
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SIP/STP/SWP, purchase/redemption, NAV sync, RTA feeds (CAMS/KFin), portfolio updates and settlement processes.
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Order routing, brokerage APIs, market data feeds, holdings sync and real-time portfolio valuation.
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Track MF, equities, ETFs, digital gold, bonds, P2P lending, returns, XIRR, asset allocation & risk indicators.
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Automated goal planning, asset allocation, risk profiling, model portfolios and personalized recommendations.
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UPI AutoPay, NACH eMandate, netbanking, card-based SIPs, payment confirmation and real-time status updates.
Learn More APIs for MF distributors, RIAs, brokers, partners, embedded wealth apps and 3rd-party investment platforms.
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Auto-recon for MF orders, NAV-based settlements, brokerage payouts, fee collection and RTA feed mismatches.
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Risk profiling logs, investment rationale, audit trails, reporting modules, distributor compliance and RIA workflows.
Learn More Bofin is building enterprise-grade fintech infrastructure, banking APIs, payment orchestration systems and embedded financial technology solutions for banks, NBFCs, fintechs and digital businesses.
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Bofin provides technology infrastructure and software solutions for financial ecosystems. Certain regulated financial services may be offered in partnership with licensed banks, NBFCs, payment institutions or regulated entities where applicable.
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