Products & Services

We offer a wide range of products and services that makes your business efficient, scalable and compliant for the long term.

Mutual Funds and Direct Plans

By signing up with us, you get instant access to over 3000 funds managed by more than 40 asset management companies and direct plans of 25 asset management companies. Depending on your client's unique needs and investment objectives, you will be able to make holistic recommendations and execute your asset allocation strategy seamlessly.

For the Registered Investment Advisers (RIAs), iFAST is the only online wrap platform that offers direct plans and enables automated fee collection on funds.

Wrap Account Service

Our pioneering wrap account service developed over 10 years ago in Singapore is the engine that empowers the fee-based advisory model. In the wrap account, your client's investments are consolidated with a single view to see all transactions and portfolio information. In addition, our advanced tools provide easy-to-use electronic transaction capabilities and an automated fee collection and payment service. Managing clients' assets and earning a fee has never been this easy.

Global Investments

Sophisticated investors and high net worth individuals (HNWIs) understand the benefits of global diversification and the risks of home market bias and concentration. For those who are planning for their children's overseas education in future, the currency risk is another obstacle to realise that dream. Under the Liberalised Remittance Scheme, all resident Indian individuals, including minors, are allowed to freely remit up to USD 2,50,000 per financial year (April - March) for any permissible current or capital account transaction or a combination of both.

With the access to global markets, you can tap this new opportunity. Through iFAST, your clients can select from the mutual funds of global renowned fund managers, ETFs and direct bonds on the iFAST Singapore and Hong Kong platforms to construct a well-diversified global portfolio in a number of different currencies. In both jurisdictions, there is no capital gains tax and you can offer the best investment products in the world to your clients.

Professional Indemnity Policy

For the first time in India, iFAST Financial India in association with India Insure presents a Professional Indemnity Policy that covers all the potential risks of your profession with the minimum premium at Rs. 300 per year.

The Professional Indemnity Policy can protect you against a broad range of potential risks and blind spots, thereby safeguarding the long term viability of your business against contingencies that can prove to be financially debilitating.

White Label Service

We provide complete white label service that is integrated with your processes and website. Adviser and client login will be white label with the login integrated with your website login page.