Wealth-tech for advisors & distributors

Run your advisory practice in a SingleClick.

SingleClick by Safehands Fintech is an all-in-one platform for SEBI-registered investment advisers and mutual fund distributors — manage client portfolios, financial plans, systematic transactions, reports and research, with a branded client app your investors will love.

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Built for RIAs & MFDs · Portfolio management · Financial planning · Investor app

The platform

Everything your practice needs, in one place

SingleClick brings portfolio management, planning, operations, research and client servicing together — so advisors and distributors spend less time on spreadsheets and more time with clients.

Portfolio management & reporting

Consolidated holdings across mutual funds, equity, bonds, FDs, EPF, NPS and more — with XIRR, asset allocation and ready-to-share MIS reports.

Financial planning & goals

Goal-based planning, cashflow and risk profiling that turn client conversations into clear, trackable financial plans.

Mutual funds & systematic plans

Track SIPs, STPs and transactions, review schemes and folios, and keep every systematic instruction in one organised place.

Research & analytics

Scheme comparison, top performers, factsheets and regular-vs-direct analysis to back every recommendation with data.

SingleClick investor app

Give every client a branded Android & iOS app to see their portfolio, goals and documents — and request advice in a single click.

Compliance & security

Role-based access, audit trails and data protection designed around SEBI expectations and India's DPDP Act, 2023.

About SingleClick

Technology that helps advisors grow

SingleClick is the flagship platform from Safehands Fintech, built for Indian investment advisers and mutual fund distributors who want to scale their practice without adding operational overhead.

One platform for portfolios, planning, operations and client servicing — no more juggling tools.
A branded investor app that keeps clients informed and engaged between reviews.
Secure, India-hosted and built with compliance and data protection at the core.

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Products

One platform, two experiences

A powerful web workspace for your team, and a simple, branded app for your clients.

For your team

Advisor & distributor workspace

The web platform where you run the practice day to day.

Client & portfolio management
Financial planning, goals and risk profiling
Mutual fund operations, SIP/STP and transactions
Reports, research and MIS

Request a demo

For your clients

SingleClick investor app

A branded Android & iOS app that gives investors a clear view of their wealth.

Portfolio, net worth and asset allocation
Goals, SIPs and transactions
Documents and statements in one vault
Request advice from their advisor in one click

App StoreComing soon Google PlayComing soon

Contact

Get in touch

Want to see SingleClick in action or have a question? Whether you're an investment adviser, mutual fund distributor or enterprise, our team would love to show you around and discuss how SingleClick can support your practice.

+91 99234 30110

+91 95117 76711

support@safehands.in

viraj.padhye@safehands.in

502, Medha Apartments, A-64, Tulsibaugwale Colony, Sahakar Nagar No. 2, Pune – 411009, Maharashtra, India