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Your Trusted Fintech Partner

Build Local To Scale Global 

Digitize Your Advisory Practice

Wherever You Are, Scale Your Financial Advisory Practice Global.

Zreya In Sanskrit is “TRUST”. We at Zreya empowers financial advisors with the right technology tools to build your practice. As a financial advisor you can focus on spending your time with advising clients and we at Zreya do the heavy lifting of empowering you with right technology tools. Our platform assists you starting with establishing a digital brand with a professional financial website, tools for onboarding your clients, creating a goal based financial plan, transactional platform for implementation of the financial plan, track and review the progress of financial plan real time.

OUR OFFERINGS

Digitizing Bharath Financial Advisors

Zreya Lite

₹30,000/- Plus GST

₹15,000/- Renewal

White Labelled Goal Based Financial Planning Platform.

Personalised Branded Financial Website.

Financial Calculators

Integrated CRM Lead Management Tools.

Client Onboarding Tool.

Android Mobile application.

Zreya Enterprise

Contact For Price

360-Degree Customisable Solution.

Build Over Your Existing Technology Platform

Customisable User Experience

Incorporate Your Existing API’s

Digitizing Financial
Advisory Practice.

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