The Problem We Solve
Rapid Growth in Customers onboarding products of wealth creation, calls for review of existing practice and provide enhanced solutions
Finatoniq exists to provide — Behavioural, Market and Industry Knowledge based Practice Management Solutions to all stakeholders of the Wealth Management Ecosystem
At Finatoniq, we do not treat behaviour as an
afterthought
Our Approach
Our solutions are built on four foundational pillars:
Understanding
how people actually make decisions basis capacity, tolerance, and
suitability
Aligning
business & market trends to create positive impact
for all stake holders
We provide
business growth oriented CRM with a holistic approach
and one-stop solution
Human intervention
training by industry experts on all relevant aspects
of wealth creation & management
This allows us to deliver durable financial outcomes, not just short-term performance narratives.
Our Verticals
For AMCs, PMS providers, and AIF
manufacturers seeking deeper investor trust and stronger intermediary engagement.
For fintechs, wealth firms, banks,
MFDs, RIAs, and national distributors aiming to professionalise and scale.
Holistic financial wellbeing programs
designed to reduce stress and improve decision-making at the workplace.
Building long-term financial and
behavioural intelligence across schools, colleges, and universities.