Filot.
India needs advisors, not salesman
As mutual fund SIP inflows in India reached a record high of over Rs 1 trillion, it is crucial to increase the number of advisors in order to safeguard the financial futures of young investors.
In 2022, the gap between the number of new investors and advisors has widened due to the increase in the number of new investors.
Tech company that understands finance
What do you get?
We enable you with technology to advise a larger number of young investors.
Financial Planning Tools
Get access to various tools that helps in efficiently planning for your customers. Add your touch.
Onboard and Manage Fee
Onboard your customer, perform KYC, personalize the recommendations, send reports and manage fees.
White-labelled Solution
Fully white-labelled product that can your branding, from updating the logo, changing the colours.
Frequently asked questions
01 What is Filot?
Filot is a comprehensive advisory platform that allows you to onboard your clients, complete KYC procedures, create a plan, and track progress all in one place. You can also collect advisory fees from your customers through our payment gateway solution.
02 Is there a fee to use Filot?
We do not charge a monthly subscription fee. However, we charge a small setup fee and a 5% cut on your advisory fees. You get to keep 95% of your earnings and we only make money when you do. We do not charge a monthly fee and we will never show ads or sell your data.
03 Can I build a serious business using Filot?
We have developed products for industry leaders and will continue to create and deliver tools that make it easier to create personalized and comprehensive plans for your customers.
04 Do I have complete ownership of my clients?
Your supporters belong solely to you and we do not email them. You can export their list at any time.
05 How do I contact Filot?
You can email us at hello@gofilot.com, or leave us a message on the whatsapp chat.