Knowledge Base
Getting Started
With FintsoGlobal Investments
Bring the world to your clientsCorporate Fixed Deposits
Provide your clients an alternative to bank depositsEquity Baskets
To be a part of next Investment WaveAccessing Fintso Products on WealthMagic
Easy Access to Fintso from Wealth Magic
Recent Articles
How can I enable my clients to invest in Global Investments, Equity Baskets, and Fixed Deposits?
Clients can be enabled for products in one of two ways: 1. By navigating to Clients > Client Name > Profile > Product Information and clicking on the respective product name 2. By Navigating to Products > Product Name > Clients > Add Client The steps ...Will the portfolio statements generated on WealthMagic contain the information of investments made through Fintso?
No, the data of investments done on Fintso will not be pushed to WealthMagic. However, popular WealthMagic report formats will soon be available on Fintso.Can I enable the client app on Fintso?
Yes, you can enable the Fintso client app for your investors irrespective of whether they are already using the MyWealth app or not. On the Fintso app, your clients can track investment made through Fintso and their Mutual Fund portfolios if updated ...Will the MyWealth App show my clients their investments on products which are available on Fintso and not on WealthMagic yet?
As of now, the Fintso client app will show portfolio related to products such as Equity Baskets, Global Investments and Fixed Deposits. These data points will not be shown in the MyWealth app.If I update some details of any existing client on WealthMagic, will it reflect on Fintso?
Any change to the personal details or KYC data on WealthMagic will not be updated in Fintso. This is to ensure that there is no misrepresentation of data in case the same underlying data was used to enable a product on Fintso. Any changes to ...
Popular Articles
How can I access products and value-added services available on Fintso through WealthMagic?
Please see the video below: Begin your journey by logging into the admin user of your WealthMagic account on a laptop or desktop device Click on the Access Fintso button at the top right of your window. This will open a new window with the Fintso ...Why are my bank details asked for at the time of profile completion in Fintso?
Bank details are required to pay out the product revenue earned by you on Fintso for Global Investments and Equity Baskets. For Fixed Deposits, the payout is done directly by the issuer (Mahindra Finance) to the bank account provided by you at the ...Getting Started-On boarding Steps-General-Essential details
Steps to Start: For Onboarding> Click on Profile > General: 1. Essential details: PAN (upload pan in JEPG format) Pan number to be entered. Personal details> Name>DOB> Company name to be added Billing details>Billing Address> GST number ...Who can avail LRS?
The LRS allows all resident individuals, including minors to freely remit. In case of minors, the LRS declaration form must be countersigned by the minor’s natural guardian. LRS is not available to corporates, partnership firms, HUF and Trusts. ...What is not allowed under the LRS?
Usually, you cannot remit money that comes from certain sources such as winnings from gambling and lottery, dividends from certain companies, and interest payments from non-resident rupee bank accounts. Individuals also cannot remit money for any ...