Every financial journey
begins somewhere.
My career. My home.
My family. My future.
Life’s biggest moments
need a trusted partner.
Let’s begin, 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
5Pillars
1Trusted partner
4Life moments
AllUnder one roof
Partner Network · Launching Soon
One dashboard to run your business.
Early access is open for anyone who wants to become an entrepreneur, and for those already working as advisors, agents, DSAs or franchise partners. Manage your leads, clients, products and earnings from a single dashboard, and be among the first to join the network.
6Pillars to earn from
1Dashboard
20 secTo register
Why partner with MY FIINBOX
Serve every big moment in your client’s life.
From MY CAREER, MY HOME, MY FAMILY to MY FUTURE, your clients need one trusted partner. With MY FIINBOX you offer it all in one place, you stay at the centre of the relationship, and you earn across every pillar.
What you can offer
Borrow
Home, personal, business, property, education and car loans for every goal.
Invest
Mutual fund SIPs and lumpsum, ELSS, gold funds, bonds and demat accounts.
Protect
Term life, health, critical illness, accident, motor, home and travel cover.
Save
Fixed and recurring deposits, PPF, NPS and senior citizen schemes.
Premium Finance
Pay insurance premiums in 3, 4 or 6 easy instalments after a 35% down payment.
Transact
AePS, UPI, Cash Point and Micro ATM for everyday cash and payments.
Green: product is open for businessRed: product is not available right now
The gap in the industry
Where financial advisors lose business worldwide, and how we close the gap.
Multiple tie-ups, one dashboard
A choice of providers, not a single one.
We are building tie-ups in every category so you can match the client to the right provider instead of the only one you have. Provider names are shared with partners at onboarding.
Banks and NBFCsHome, personal, business, property, education and car loans
Life and health insurersTerm, health, critical illness and accident cover
General insurersMotor, home and travel insurance
Asset managersMutual funds, ELSS, gold funds and bonds
Premium finance lendersInstalment funding for insurance premiums
Deposit and savings providersFD, RD, PPF, NPS and senior citizen schemes
Payment service providersAePS, UPI, Cash Point and Micro ATM
The problem
Money is scattered. 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.
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
One small registration fee, then a low monthly fee. The first three months are free.
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 models
Choose how you want to partner.
Two partnership models, built around what you want to offer your clients and how you want to grow. Both give you the MY FIINBOX platform; Prime adds the full toolkit and the support to scale faster.
STANDARD
Start with the platform
For advisors, agents and aspiring entrepreneurs who want to begin serving clients quickly.
- Standard MY FIINBOX platform with the essential features to serve clients across the pillars
- Product catalogue and smart inquiry forms to log every client need properly
- Starter branding and merchandising kit to present yourself as a MY FIINBOX partner
- Standard onboarding and support to get you started
RECOMMENDED · PRIME
Build a full business
For partners who want to run a complete financial services outlet and grow it with support.
- Full core platform with CRM, lead tracking, reports and all partner benefits
- Complete office presence: signboard, banners and full merchandising
- Data and lead support, up to 500 leads a month, subject to availability at your location
- Larger office set-up support to launch with confidence
- Priority onboarding and priority support
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 is the difference between Standard and Prime?
Standard gives you the platform with essential features, a starter branding kit and standard onboarding. Prime adds the full core platform with CRM and all partner benefits, signboard and full merchandising, larger office set-up support, data and lead support, and priority onboarding and support.
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.
Early 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.
Early access · Launching soon
Join the first partners.
Registering interest is quick. Our team will connect with you personally as we open the partner network.