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.
Digitizing Bharath Financial Advisors
₹30,000/- Plus GST
White Labelled Goal Based Financial Planning Platform.
Personalised Branded Financial Website.
Integrated CRM Lead Management Tools.
Client Onboarding Tool.
Android Mobile application.
Contact For Price
360-Degree Customisable Solution.
Build Over Your Existing Technology Platform
Customisable User Experience
Incorporate Your Existing API’s
Download The App