Why Ideal Finance?
Holistic Portfolio
View
Access detailed mutual fund information, track performance with real-time and historical data, and analyze your portfolio’s diversification and risk profile to ensure alignment with financial goals—all in one place.
Enterprise-grade
security
We employ the latest security protocols used by the biggest and most reputable financial institutions. All your investments are routed through the MFU / BSE platform.
Client Service
Portal
You do not have to wait for our advisor to give your monthly portfolio performance report. Our client portal is quick to get you the information you need in a click of a button.
Service
Ticketing
Keeping a track of your requests has been never easier. With the service ticket feature, all of your requests can be tracked to closure. You can always go back to any ticket to see the service log.
Please note that the information provided is for informational purposes only and does not constitute investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully before investing.
How our solution helps
We take immense pride in servicing you with the right insights and method so you also clear about the investment strategy, and style.
Meet the Suite
All your reports
in a single tap
We give you an eye-opening digital experience and offer a transparent and detailed advice through a cutting-edge technology platform.
View your overall
Financial health
Take a look at your holistic financial health by clicking a button. Download, analyse and discuss with us to create a holistic financial plan for you and your family.
Meet the most secure
Financial application
Your data is hosted in India and has 24x7 security monitoring. The servers use enterprise grade security and the data is stored and transmitted in an encrypted format.
Contact Ideal Finance
Dhanlap
Ark Neo Financial Services Private Limited
CIN : U74110TN2020PTC135036
Dhanlap is a tech-enabler for RBI regulated NBFC(s) empanelled with them.
Contact :
Terms & Conditions :
Lender Details :
IFIN Securities Finance Limited
CIN : U65991TN1989GOI017792
ISFL is an NBFC-NDSI entity regulated by RBI.
Contact :
Terms & Conditions :
AbhiLoans
KNAB Finance Advisors Private Limited
CIN : U65100KA2015PTC083383
Abhiloans is an NBFC-ND entity regulated by RBI.
Contact :
Terms & Conditions :
AbhiLoans
KNAB Finance Advisors Private Limited
CIN : U65100KA2015PTC083383
Abhiloans is an NBFC-ND entity regulated by RBI.
Contact :
Terms & Conditions :
Riskcovry
UMBO IDTech Private Limited
CIN : U74999MH2018PTC305567
Riskcovry is a SaaS platform that enables the insurance distribution business through API and combines 75+ insurance products from 35+ insurers.
Contact :
Terms & Conditions :