Finexa

Brand : Finexa

4.2
3 Ratings
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Starting Price:

₹ 10,000 excl. GST View plans

₹ 11,800 incl. GST

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Save upto 28%, Get GST Invoice on your business purchase |
T&C
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
- the GSTIN of the user associated with their registered business, and
- the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.
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Finexa is a management software for financial institutions to help investment advisors, wealth managers, and distributors. ...Read more

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Finexa Software Pricing, Features & Reviews

What is Finexa?

Finexa is an integrated financial management software for investment advisors, wealth managers, and distributors. It empowers them by offering a comprehensive business solution to plan and advise clients on diverse financial goals.

The platform provides a range of features, including a planning and advisory suite and a transaction suite that facilitates paperless transactions into mutual funds and other financial products, to name a few. It also offers a back office and customer relationship management suite integrating RTA feeds for automated client portfolio and business tracking.

This financial management software also has a "Find an Advisor" feature that aids lead generation and client acquisition. The platform is designed to be multi-product, allowing users to advise clients on various products, including mutual funds and other instruments. That’s not all, as the software can also be customized to meet the unique needs of your financial business.

Why Choose Finexa?

Finexa software can be an ideal financial management software option for investment advisors, wealth managers, and distributors looking for a comprehensive solution to grow their business.

Benefits of Finexa

Enables you to offer professional expertise and advice to your clients with a proven, global, and repeatable methodology.
Allows paperless transactions into mutual funds and other products, making the onboarding process more efficient.
MF back-office and CRM integration with RTA feeds allow for automated client portfolio and business tracking.
Provides investors access to real-time tracking, query resolution, and more.
Helps with lead generation and client acquisition.
Enables account aggregation, tracking, planning, and execution for multiple products, allowing you to advise clients on various financial solutions.
Offers secured, reliable, 24/7 available, and robust technology bench-marked with global standards.

Pricing of Finexa

Finexa is priced at INR 10,000 on TechJockey.

The overall pricing model is based on different factors such as personalization, extra features required, total users, and deployment type. Please feel free to request a call from our product experts if you want to learn more about our subscription plans or premium package deals.