Platform Live

Portfolio tools and research workflow software for India.

Understand your portfolio. Find a SEBI-registered research analyst and read their published research. FindNex is software, not advice. Your money and securities stay with your broker.

Your money stays with your broker.
FindNex does not hold your funds or securities.
Portfolio Intelligence
Connection: Active
Health Score
Illustration
Research updates
Example
Broker Link Connected Securely
Research inbox Example
Choose your journey

Built for the entire wealth ecosystem

For Investors

See concentration and risk in the portfolio you already hold.

For Advisors

Software for SEBI-registered research analysts: client onboarding records, research publishing, and audit trail. The analyst stays responsible for advice and client KYC.

Alerts

Set your own price and indicator alerts and get notified.

See how FindNex works.

A simple 3-step framework: understand your portfolio, find a research analyst, and subscribe to their research.

1
Understand
Connect broker read-only, see portfolio health.
2
Discover
Find a registered analyst, check their SEBI number on the SEBI site.
3
Subscribe
Buy research from the analyst.
Non-Custodial

Link your existing broker

We never touch your funds. Connect your broker via secure APIs to scan your current portfolio health and risk metrics instantly.

Supported APIs
Read-Only Scan

Find an analyst and check their registration

Each advisor publishes their own SEBI registration number. FindNex does not certify that number. You can check it on the SEBI register.

Illustration Registration number shown by the advisor
Strategy: Momentum Risk: Moderate

Subscribe to the research you choose

Buy research from the analyst you have chosen. The analyst writes and publishes it and is responsible for it. FindNex is software, not advice, and does not recommend securities.

Analyst publishes research
You read it in your research inbox

Zero Transfers. Complete Control.

FindNex does not hold your funds or securities. Your holdings stay with your broker, and you maintain custody.

Infrastructure
FindNex Platform
Custody
Your Indian Broker

Works with major SEBI-registered brokers that offer APIs.

Platform Features

Everything you need to understand your portfolio.

Portfolio health and research from analysts who publish their own registration number.

Understand: Portfolio Intelligence

Stop guessing. Connect your existing portfolio to instantly see if you are too concentrated, where risk has elevated, and your overall diversification health.

Portfolio Health Illustration
Risk Elevation Moderate
Concentration Healthy

Discover: Find research analysts

Find research analysts who publish their SEBI registration number, and read their published research.

  • Registration number published by the analyst. FindNex does not certify it.
  • Compare historical context
  • Transparent risk profiles

What a research update looks like.

This is an illustration, not a live feed. Real research updates appear only after you subscribe. FindNex is software, not advice.

Register to Unlock
Analyst name Illustration
Research update title EXAMPLE
Registration number: shown by the analyst
Date: shown when published
Published by the analyst, not by FindNex. Not investment advice.
Analyst name Illustration
Research update title EXAMPLE
Registration number: shown by the analyst
Date: shown when published
Published by the analyst, not by FindNex. Not investment advice.
Analyst name Illustration
Research update title EXAMPLE
Registration number: shown by the analyst
Date: shown when published
Published by the analyst, not by FindNex. Not investment advice.
Analyst name Illustration
Research update title EXAMPLE
Registration number: shown by the analyst
Date: shown when published
Published by the analyst, not by FindNex. Not investment advice.
Research inbox
New update
Research update Published
Research update title

Wealth control, in your pocket.

Don't be tied to a terminal. Read research updates, check portfolio health, and manage your alerts on your mobile device.

  • Research inbox

    Get a notification when an analyst you follow publishes research, and read it in the app.

  • Portfolio health

    See concentration and risk for the portfolio you already hold.

  • Alerts you set

    Set your own price and indicator alerts and get notified.

Frequently Asked Questions

Transparent answers about infrastructure and operations.

Absolutely not. FindNex does not hold your funds or securities. Your money and your shares remain entirely in your existing Demat account.
Broker login uses the broker's own official flow. FindNex stores your broker API keys and access token encrypted, and removes them when you close your account. FindNex has no withdrawal feature. Funds stay at your broker.
Advisors publish their own SEBI registration number on their profile. FindNex does not certify that number and does not audit returns. You should check the number on the SEBI register before you subscribe.
No. FindNex is a software provider. Research is written and sold by SEBI-registered research analysts, who are responsible for it. FindNex does not recommend securities.

Ready to understand your portfolio?

Review a portfolio you already hold, and find research from analysts who publish their own registration number.

The FindNex account is free to open. Advisor strategy fees and add-on tools are billed separately. Past performance is not a promise of future returns.