About Fin-Soft Solutions
Fin-Soft Solutions was established by Mr. Ashesh Shah in Ahmedabad in 2000, initially undertaking software projects for banks, investment advisors, and brokers. Over two decades, we have grown into India's dedicated mutual fund software provider for IFAs and corporate wealth managers.
Real-Time Assessment of Transactions, Risk and Information Has Become Fundamental to All Areas of Financial Services.
— Guiding principle at Fin-Soft Solutions since 2000
Built in Ahmedabad.
Built for India's Advisors.
Fin-Soft Solutions was established in Ahmedabad in 2000 by Mr. Ashesh Shah. The company began by undertaking software projects for banks, investment advisors, and brokers — building deep domain expertise in India's financial services sector.
Recognising that India's growing IFA community had no software purpose-built for their specific needs — trail commission reconciliation, AMC relationships, sub-broker hierarchies — Fin-Soft pivoted to product development.
Today, Fin-Soft Solutions operates from its headquarters in Ahmedabad with a Research and Business Liaison presence in Mumbai. Our Data Centre provides daily NAV updates from 7 AM, and our Development, Support, Research, and Marketing teams serve IFAs and corporate distributors across India.
Founded in Ahmedabad by Mr. Ashesh Shah, serving banks and brokers.
Pivoted to purpose-built IFA software — trail reconciliation and AMC workflows.
Launched mobile apps and online transaction platform for end clients.
500+ advisors served. Six dedicated teams. One guiding mission.
Markets We Serve
- 01Mutual Funds
Portfolio tracking, NAV updates, trail reconciliation, and AMFI-compliant reporting.
- 02Equity / Share Market
Holdings management and reporting for equity-linked advisory services.
- 03Derivatives F&O
Futures and options tracking integrated within the advisory workflow.
- 04Fixed Deposits
FD portfolio management and maturity tracking for comprehensive client portfolios.
- 05Bonds
Debt instrument tracking and reporting alongside mutual fund portfolios.
Real-Time Assessment of Transactions, Risk and Information Has Become Fundamental to All Areas of Financial Services.
This principle has guided every product Fin-Soft has built since 2000 — from our first portfolio tracking tools to today's online transaction platform, mobile apps, and robo advisory module. Financial advisors need information that is current, accurate, and actionable. That is what we build.
Six Teams. One Mission.
Fin-Soft Solutions is structured around six dedicated functional teams, each focused on delivering reliability and value to our clients.
Development Team
Continuous product maintenance and feature development across all Fin-Soft platforms — Wealth Track Auto, AMFI Web, Mobile Apps, Online Transaction, and Robo Advisory.
Support Centre
Ahmedabad-based client service for all Fin-Soft users. Real human assistance — not chatbots or automated ticket queues.
Data Centre
Daily AMC and RTA data feeds starting from 7:00 AM. NAV updates and scheme information kept current every working day.
Research Team
Market domain analysis, SEBI and AMFI regulatory tracking, and product direction insights to keep Fin-Soft ahead of industry changes.
Marketing Team
Client communications, industry engagement, and outreach to the IFA community across India.
Mumbai Liaison
Business development and client liaison operations from Mumbai, extending Fin-Soft's reach across India's financial centres.
Reach Us Directly
Next to Pariseema, CG Road
Ellisbridge, Ahmedabad 380006
Ready to See Fin-Soft
in Action?
Contact our team in Ahmedabad and book a demonstration of any Fin-Soft product.