neoFinDesk
The Platform For
Effective Wealth Practice
Your trusted partner in financial excellence
neoFinDesk
The Platform For
Effective Wealth Practice
Your trusted partner in financial
excellence
How do we plan for
retirement?
How can I plan child’s
education?
How can we plan our
savings?
How can we protect
our family?
Help your clients build a retirement plan
Plan your clients' children's education
Plan your clients' wealth journey
Ask your doubts to NFD AI
ABOUT
neoFinDesk
All-in-One Management Suite for Wealth Practice
neoFinDesk empowers a diverse range of partners from
aspiring
professionals to experienced advisors and institutions
It provides the right tools and support to unlock growth, helping them scale their business with
ease.
neoFinDesk at work
Expanding Reach, Driving Revenue, Delivering Results
25k+ Start Your Earnings
Kickstart your journey with neoFinDesk and unlock income opportunities from day one.
10x Markets: Contribute
Boost revenue with smart proposals, client engagement, and automation.
100x Expand Your Horizons
Grow with advanced analytics, referrals, and digital client experiences.
neoFinDesk At Work
Expanding Reach, Driving
Revenue, Delivering Results
25k+ Start Your Earnings
Kickstart your journey with neoFinDesk and unlock income opportunities from day one.
10x Markets: Contribute
Boost revenue with smart proposals, client engagement, and automation.
100x Expand Your Horizons
Grow with advanced analytics, referrals, and digital client experiences.
Challenges
Availability of Financial Products
Poor Client Acquisition and Retention
Streamlined Payout and Compliance
Analytics & Insights
Solutions
Unified platform offering diverse
financial products in one place.
Personalized dashboards &
seamless communication tools to
expand clients and 360o view
Real-time data, research, analytics and
actionable market intelligence for
smarted
decision
making
Transparent Payout eligibility and
payments, with top notch compliance
Empowering
Business Partners for Growth
We provide end-to-end support through training, marketing assistance, advanced tools, and real-time insights. From mastering the platform to client relationship management and portfolio analysis, our solutions are designed to help you strengthen client connections, make smarter decisions, and achieve lasting success.
Journey Based
From onboarding to continuous growth, neoFinDesk streamlines every step of a Partner’s journey — making business simpler, faster, and smarter.
Benefits Oriented
neoFinDesk helps Partners save time, engage clients effectively, and scale their earnings with powerful digital tools.
Relatable & Aspirational
Whether you’re just starting or managing thousands of clients, neoFinDesk empowers you to build trust, close deals faster, and grow consistently.
Regulatory Compliance
neoFinDesk ensures strict adherence to financial regulations while safeguarding sensitive client data with enterprise-grade encryption.
Journey Based
From onboarding to continuous growth, neoFinDesk streamlines every step of a Partner’s journey — making business simpler, faster, and smarter.
Benefits Oriented
neoFinDesk helps Partners save time, engage clients effectively, and scale their earnings with powerful digital tools.
Relatable & Aspirational
Whether you’re just starting or managing thousands of clients, neoFinDesk empowers you to build trust, close deals faster, and grow consistently.
Regulatory Compliance
neoFinDesk ensures strict adherence to financial regulations while safeguarding sensitive client data with enterprise-grade encryption.
Your Client Needs
One platform multiple options
Seamless financial solutions tailored to your client needs
Save, Invest and Grow, all in one place.
Tools
Products
AlternativeInvestment Funds
Broking
EducationLoans
EducationServices
Fixed Income
Insurance
Mutual Funds
MLD
NCD
PortfolioManagement
Services
Pre-IPO
ResearchServices
Study Abroad
Your Client Needs
One platform
multiple options
Seamless financial solutions tailored to your needs.
Save, Invest and Grow, all in one place.
Tools
Products
Alternative Investment FundsBrokingEducation LoansEducation
Services
Fixed IncomeInsuranceMutual FundsMLDNCDPortfolio Management
Services
Pre-IPOResearch
ServicesStudy AbroadneoFinDesk is now on iOS & Android !
Your trusted partner in financial excellence
neoFinDesk is now on iOS & Android !
Your trusted partner in financial excellence