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Demo

Upgrade to an advisor
your clients will
prefer and refer

Our technology empowers insurance agents to
create Goal Based financial strategies for their
clients in under 5 minutes

Learn How

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ABOUT FINERGY

Finergy is a cutting-edge tool for Insurance and Mutual Fund Agents.
It empowers advisors to provide customized financial fitness plans to their clients in less than 5 minutes. Now, advisors can focus on overall financial planning instead of just selling a single product, making it easier to engage with clients.

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No. of Agents

345

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No. of Tests

1045

Analyze Your Client's
Financial Goals in 5 Mins

Educate your clients about the future value of their goals and Provide them with accurate Quotations based on this data.

goals

Get a Monthly Budget
Calculator for your clients

Offer personalised budget calculations to your clients and help them achieve financial fitness by managing their monthly expenses based on their ‘needs’ and ‘wants’. 

budget management

Make clients self-realize
their Insurance Needs

Show risk graphs to your clients so that they can visualize their preparedness to face a financial crisis. Let your clients self-realize their needs for Insurance protection.

risk management

Analyse your client's wealth
management habits

To reach their financial goal, your clients need investment knowledge and adopt strategic habits. Guide them like a pro to align their wealth habits with their goals. 

wealth management

Give your clients a reality
check on their financial health

Provide your clients with a detailed report to help them understand where they stand financially and give them a roadmap for achieving their financial goals.

final report
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Every Client
under One Roof

The Finergy Client Management Solution streamlines the process of tracking clients' finances by putting all financial data in one place, so you can focus on what matters most.

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new leads

New Leads

notification

Notification

store documents

Store Documents

meetings

Schedule Meetings

save notes

Save Notes

FINERGY

Reports

Set your clients up for a
successful financial future

Finergy delivers a comprehensive 12-page analytical report for advisors to help clients achieve their financial goals. With this report, advisors can gain a deeper understanding of their clients' financial positions and provide them with customized solutions in the form of financial products, counseling, and guidance.

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BENEFITS

So awesome it’ll change your life!

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Become a Financial
Advisor

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Upskill
yourself

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Sell beyond friends
and referrals

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No more ‘pushy’
sales

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Use a standard process
to acquire leads

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Know what your
Client needs

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Create a Personal
Brand

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Advise backed with
Data and Statistics

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PRODUCT FEATURES

What makes Finergy so awesome you ask?

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Store and Track all your Leads at one place

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Get Personalised Financial Plan for your clients

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Get Reminder for Meetings and Tasks

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Track Financial Fitness of your Clients

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Schedule Meetings with your clients

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Store Quotations

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Store Policy Documents

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Connecting with clients has never been this easy

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Blog

News and insights

blog

26 Apr 2023

Comparing Financial Doctors to Medical Doctors.

Medical doctors are highly valued consultants who help individuals maintain their physical well-being...

blog

27 Apr 2023

Importance Of personal branding for Insurance Agents.

As consultants, insurance agents rely heavily on their personal brand and reputation to attract...

blog

28 Apr 2023

Why financial advisors should adopt technology?

As a financial advisor, your clients rely on you for sound advice and guidance on their finances...

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Let’s chat

Our door is always
open for
a good
cup of coffee

phone

+91 7028 0783 88

location

504/505, Gera Imperium 1,
Patto-Panaji, Goa-403001

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Support

FAQ’s

Everything you need to know about the product and how it works. Can’t find an answer? Please chat with our friendly team.

FINERGY

Finergy application is a financial Goal planning tool designed for Insurance and Mutual Fund Agents. Its purpose is to assist these professionals in guiding their clients to better understand and plan for their financial goals.

With the details and analysis provided by the Finergy Tool, Advisors can effectively guide their clients to achieve their financial goals.

The Finergy Tool subscription fee is Rs. 750 per month, with a minimum subscription period of one year.

However, we encourage you to reach out to us to learn more about any current special discounts or offers that may be available this month. Our team would be happy to provide you with more information and assist you in subscribing to the Finergy Tool.

The Finergy Tool subscription is exclusively available for licensed financial distributors who possess an IRDA certification, an AMFI certification, or an RIA registration.

These ensure that users of the Finergy Tool are qualified professionals who possess the necessary knowledge and expertise to provide sound financial advice and guidance to their clients.

Yes, the Finergy Tool enables financial goal planning by providing a list of popular financial goals to choose from.

Once a goal is selected, the tool automatically analyzes it on various parameters such as the future value of the goal, tenure available, inflation rate, life expectancy, and more. With this detailed goal analysis and data, advisors are empowered to provide customized solutions to help their clients achieve their financial objectives.

It offers numerous benefits, including helping agents make a positive first impression on their clients, educating clients, enabling goal-based financial advising, and monitoring long-term progress of their Goals.

Finergy users have reported 10 times growth in business after using Finergy. Overall, the tool is designed to assist financial advisors in delivering high-quality financial planning services, resulting in improved client satisfaction and increased revenue.

Yes, the Finergy Tool includes built-in customer relationship management (CRM) features that allow you to track your leads and monitor the progress of follow-ups.

You can access all of your client's Finergy plan details through the CRM, and you can also upload other relevant client documents to the application. The tool's CRM features are designed to provide you with a comprehensive view of your business pipeline.

FINERGY