Every financial journey
begins somewhere.
My career. My home.
My family. My future.
We walk beside
every family, every step.
A healthy financial life
for every family. Together.
Launching Soon · Early Access Open
Every financial journey begins somewhere.
One trusted place to borrow, invest, protect, save and spread the cost of premiums. Built around the moments that matter in your life.
MY CAREERMY HOMEMY FAMILYMY FUTURE
56Pillars
1Trusted partner
4Life moments
AllUnder one roof
Partner Network · Launching Soon
One dashboard to run your business.
Six pillars · six ways to earn
01BorrowLoans for every goalHome, personal, business, car02InvestGrow client wealthSIPs, mutual funds, bonds03ProtectCover every riskLife, health, motor, travel04SaveSafe, steady returnsFD, RD, PPF, NPS05Premium FinancePay premiums in instalmentsOur signature product06TransactEveryday cash and paymentsAePS, Money Transfer, UPI Cash Point
Open to everyoneBuild your own businessAny city, town or villageComplete guidanceGuide your clients’ financial journey, together
6
Income streams from one clientEvery need you serve, you earn from.
1
Dashboard to run it allLeads, clients, products and earnings in one place.
20sec
To register your interestJoin the first partners as the network opens.
Be the first partneror write to info@myfiinbox.com
Your conversation starter
Open every client meeting with a Financial Score.
In about two minutes your client gets one clear score out of 100 across Save, Borrow, Invest and Protect, with a professional report you can share. It shows exactly where they need help, and where you can step in.
- 1A reason to talk, in plain wordsClients see their own gaps, such as no term cover or a thin emergency fund, so the next step feels natural.
- 2A report with your name on itDownload a PDF or share on WhatsApp, in English or Hindi, carrying your partner details.
- 3Gaps become opportunitiesEach weak area points to a product on your dashboard, so one conversation can lead to business across the pillars.
My Financial ScoreSample client · illustration
21/ 100
Needs attention
Rahul Verma
Some important gaps need attention soon. Tap a row to see what it means for you.
Sample data. Scores and reports are for information and guidance, not advice.
Try it with your own numbers
Sample report
Sample data from the partner portal. Reports download as PDF or share on WhatsApp, in English or Hindi.
Why partner with MY FIINBOX
Serve every big moment in your client’s life.
With MY FIINBOX you offer every need in one place, stay at the centre of the relationship, and earn across every pillar.
The gap in the industry
Where financial advisors lose business, and how we close the gap.
The problem
Your finances are scattered. Your life isn’t.
Every product needs a different app: one for loans, another for mutual funds, another for insurance, another for deposits and another for premiums. Each has its own login, forms and follow-ups, and families end up guessing what to do next.
Borrow: loan appInvest: Mutual Funds appProtect: insurance appSave: deposits appPremium Finance: separate app
↓
MY FIINBOX
One app for all five pillars. Every product tied to a real-life goal, with a trusted partner who stays at the centre of the relationship.
Your customer’s problem, your opportunity
Your clients juggle many apps. Be their one answer.
A single family today uses a loan app, a mutual fund app, an insurance agent, a deposit app and a premium reminder. Every need you can’t solve is a client who may go elsewhere. With MY FIINBOX you solve each need from one dashboard, and earn from every one of them.
Client needs a loanWants to start investingNeeds health or term coverWants to save safelyCan’t pay a big premium at onceNeeds cash and payments
↓
You, with MY FIINBOX
One dashboard to solve every client problem, with six income streams from a single relationship: Borrow, Invest, Protect, Save, Premium Finance and Transact.
One platform. Five pillars.
Six pillars. Six income streams.
Everything you need, in one place.
Everything your clients need, and every way you can earn.
Select a pillar to see the products inside. Availability and terms depend on the provider.
Select a pillar to see what you can offer your clients and how it adds to your income. One dashboard, one client relationship, multiple earning opportunities.
Green: product is open for businessRed: product is not available right now
Earnings depend on the product, provider and plan terms. Distribution of mutual funds and insurance may require the applicable registrations or certifications.
Built around life
From first job to lasting legacy.
We start with the moment you are in, then connect the right products around it.
My Career
Start strong: build savings early, begin a first SIP and add health cover from your first salary.
Save · Invest · ProtectMy Home
Finance the home, insure it, and spread the premium so cover starts on day one.
Borrow · Protect · Premium FinanceMy Family
Term life and health cover to protect the people you love, with steady savings and investments for goals you share.
Protect · Save · InvestMy Future
Retirement, tax-saving and long-term wealth through NPS, PPF, funds and deposits. When every pillar is managed together, each one leads to your goal.
Borrow · Save · Invest · Protect → Leads to GoalThe App
Your financial life, in one app.
A glimpse of the MY FIINBOX app: your score and journey, loans, investments, cover and savings goals, all in one place.
MY FINANCIAL HOME
Good morning,
Vivaan
78
MY FINANCIAL SCORE
Excellent+3 pts this month
My financial journey
✓Savings
✓Term cover
✓Home loan
✓Funds
Retire
Home Loan EMI due
Pay₹42,500 in 3 days
Car Insurance renewal
RenewExpires in 12 days
TOP GOAL
Dream Home₹6.7L savedof ₹10L
HomeBorrowInvestProtectSave
Home: your score and journey
‹ Home
Borrow
Smart borrowing solutions
Credit score764
Active loans
Home LoanEMI
HDFC Bank · 8.5% p.a.₹42,500
Outstanding: ₹45,00,000
62% paid
Personal LoanEMI
ICICI Bank · 13.2% p.a.₹6,200
Outstanding: ₹2,00,000
38% paid
Explore products
Home LoanFrom 8.35%
Car LoanFrom 9.25%
PersonalFrom 10.5%
EducationFrom 8.8%
HomeBorrowInvestProtectSave
Borrow: loans and credit score
‹ Home
Invest
Grow towards your goals
Portfolio₹4.8L
Current value+12.4% overall
₹4,82,000Invested ₹4,29,000
Active SIPs
Nifty 50 Index Fund₹5,000/mo
Auto-invest · Active
Flexi Cap Fund₹3,000/mo
Auto-invest · Active
Explore
Mutual fundsSIP from ₹500
GoldDigital gold
Fixed depositSteady returns
Tax savingELSS funds
HomeBorrowInvestProtectSave
Invest: SIPs and portfolio
‹ Home
Protect
Your shield for every risk
Total coverage
₹1.1 Crore+
Annual premium
₹44,700
My policies
Term Life Insurance
LIC of India
Cover
₹1 CrorePremium
₹14,500/yrDue
Aug 2027
₹1 CrorePremium
₹14,500/yrDue
Aug 2027
Health Insurance
Star Health
Cover
₹10 LakhPremium
₹22,000/yrDue
Oct 2027
₹10 LakhPremium
₹22,000/yrDue
Oct 2027
Car Insurance
HDFC Ergo
Cover
ComprehensivePremium
₹8,200/yrDue
In 12 days
ComprehensivePremium
₹8,200/yrDue
In 12 days
HomeBorrowInvestProtectSave
Protect: policies and cover
‹ Home
Save
Build the habit
Saved₹2.45L
Auto-saveOn
₹500 every week · round-ups ₹320 this month
Savings goals
Dream Home67%
₹6.7L of ₹10L
Emergency fund80%
₹1.2L of ₹1.5L
Holiday50%
₹30K of ₹60K
HomeBorrowInvestProtectSave
Save: habits and goals
Swipe or use the arrows to see more screens. Screens are illustrative previews; names, figures and offers are examples and may change before launch.
For partners
Built for the way you work.
A single dashboard that replaces spreadsheets, scattered portals and manual follow-ups. Open to aspiring entrepreneurs, and to anyone already working as an advisor, agent, DSA or franchise partner.
Complete product catalogue
Loans, investments, insurance and savings products, each with a plain-language explanation to share with customers.
Smart inquiry forms
Every product has its own form that asks exactly what that product needs, so files are complete.
Lead database and CRM
Every inquiry becomes a lead. Track stages, follow-ups and notes in one place.
Monthly and yearly reports
See leads, wins, business volume and conversion by month and by year.
Earnings tracking
Set your payout rates and watch your earnings build up as deals close.
Simple SaaS pricing
A one-time set-up fee, then a low monthly platform fee. Early access: the first 30 partners get 25% off set-up and their first 3 months of platform fee waived.
Platform glimpse
See the partner dashboard in action.
A look inside the partner platform: all six pillars, CRM, reports and more. Screens show sample data and may change at launch.
1
Register your interest
Share your name, mobile number and preferred plan. It takes about 20 seconds.
2
We connect with you
Our team contacts you personally as we open the partner network.
3
Onboard and start
Set up your plan, get your dashboard and begin serving clients.
Partnership plan
The Prime Partner plan
One complete plan, built for entrepreneurs in Tier 3 and Tier 4 towns who want to run a full financial services outlet with the MY FIINBOX platform behind them.
PRIME PARTNER
Build a full business in your own town.
For aspiring entrepreneurs, advisors, agents, DSAs and franchise partners ready to serve their community.
Tier 3TownsTier 4Towns
EARLY ACCESS · FIRST 30 PARTNERS
25% offon set-up
3 monthsplatform fee waived
- Full core platformCRM, lead tracking, reports and every partner benefit in one dashboard.
- Complete office presenceSignboard, banners and full merchandising so your outlet looks like a MY FIINBOX centre.
- Data and lead supportUp to 500 leads a month, subject to availability at your location.
- Larger office set-up supportHelp to launch your outlet with confidence from day one.
- Priority onboardingGo live faster, with a dedicated start-up path.
- Priority supportYour questions answered first, as you grow.
Lead volumes are indicative and subject to availability at your location. Pricing and full plan details are available inside the Partner Portal. Terms and conditions apply.
Questions
Frequently asked questions
When is MY FIINBOX launching?
We are launching soon. Early access is open now, and early-access members will hear from our team first as we go live.
What is MY FIINBOX?
A financial platform that brings borrowing, investing, protection, savings, premium financing and everyday transactions together, organised around real-life goals.
What is Premium Finance?
A loan that lets you pay an insurance premium in easy instalments. The lender pays the insurer upfront so your cover starts on day one, and you repay through EMIs.
Does early access cost anything?
No. Registering for early access is free and does not commit you to anything. Our team will contact you personally.
Are rates and terms fixed?
Rates, eligibility and terms depend on the lender, insurer or provider and are confirmed at the time of application.
Who can join?
Anyone who wants to become an entrepreneur can join, with or without a financial background. People already working as financial advisors, insurance agents, loan agents, DSAs or franchise partners can join too.
What do I get with the Prime Partner plan?
The full core platform with CRM, lead tracking, reports and all partner benefits; signboard and full merchandising; larger office set-up support; data and lead support, subject to availability at your location; and priority onboarding and support. It is designed for Tier 3 and Tier 4 towns.
Where can I see pricing?
Pricing and full plan details are shown inside the Partner Portal.
What happens after I register my interest?
Our team will connect with you personally as we open the partner network. Registering interest does not commit you to anything.
About us
A financial life, understood and looked after together.
MY FIINBOX is an AI-based financial platform with a human heart. It looks at your whole family’s financial life, tells you clearly where you stand, and guides you to the next right step.
Our vision
A healthy financial life for every family.
We imagine families who sleep easy: their loved ones are protected, their savings are growing and their dreams are within reach.
Our mission
We walk beside every family, every step.
We stay beside you, with real care and in plain words, from your first saving to a wedding, a child’s education and the home you dream of.
The meaning of FIINBOX
FI · IN · BOX
Our name is a promise in three parts. It says what we do, how we do it, and where it all lives.
FI
FinancialYour whole financial life: what you borrow, grow, save and protect.IN
Insurance & InvestmentThe two ways to secure and grow your future, with you IN every decision.BOX
One safe placeEverything together: plans, documents and goals, in one trusted box.Financial + Insurance & Investment + One safe box
IN connects to our pillarsProtect = InsuranceInvest = InvestmentBorrow, Save and Premium Finance complete the FI
What we stand for
Our values
Clarity first
One score, plain language, no jargon. If you cannot understand it, we have not finished explaining it.
People before products
We start with your life and goals, then find the product that fits, never the other way round.
Trust and safety
Your information and documents stay protected. Product terms and charges are shown clearly before you decide.
Partnership
Finance is a relationship. Our partners know their communities and stay with families over the years.
Simple to use
Short, easy journeys on any phone. Complex things should feel easy.
Responsibility
We help families borrow, invest and protect within what they can afford, and say so honestly.
What we do
Five pillars, one journeySix pillars, one journey
Borrow
Home, personal, business, education and other loans, compared and applied for in one place.
Invest
Mutual funds, SIPs and long-term investments matched to goals and time horizons.
Protect
Life, health and motor insurance, with gaps in cover shown clearly.
Save
Build safety nets and habits that make the other pillars stronger.
Premium Finance
Pay insurance premiums in easy instalments, so cover starts on day one.
Transact
AePS, Domestic Money Transfer and UPI Cash Point for everyday cash and payments. For partners.
Everything feeds one Financial Score out of 100 and a shareable report, so a family and its partner always talk about the same picture.
Why we started
Built by people who have done the work
Your financial life deserves to be understood, not just managed.
We come from years in insurance distribution: running networks of partner insurance centres and cross-selling insurance, mutual funds and IPOs. Again and again we saw families get products, but rarely a clear view of their whole financial life.
MY FIINBOX is the platform we are building to close that gap, one that explains, guides and stays with you.
Where we are going
How we are rolling out
Phase 1
Partner network
Advisors, agents and local professionals join and serve their clients with our tools.
Phase 2
Customer app
Your Financial Score, goals, documents and guidance in one app on your phone.
Always
More products
New lenders, insurers and services added steadily, every journey kept simple.
Early App Access · Launching soon
Get early access to the MY FIINBOX app.
MY FIINBOX is launching soon. Register your interest and our team will contact you personally when the app is ready for you.
Partner Access · Launching soon
Join the first partners.
Registering interest is quick. Our team will connect with you personally as we open the partner network.