Key Value
A Smarter Way to Access Funds
- Loan Against Mutual Fund Portfolio ₹ 18.4L invested
- Eligible Credit Limit Up to ₹ 8.8L
- Loan Disbursed Stay invested
Stay Invested
- None
Know Eligibility Instantly
- None
Borrow Digitally
- None
Lending Journey
From Portfolio Discovery to Loan Disbursement
Verify Customer
Verified in seconds
- Mobile OTP verified
- PAN validated
- Identity check Passed
Fetch Portfolio
3 sources linked
- CAMS holdings ₹11.2L
- KFintech holdings ₹5.4L
- MF Central ₹1.8L
Calculate Eligibility
60% LTV applied
- Eligible holdings ₹14.7L
- Loan-to-value 60%
- Available limit ₹8.8L
Complete Digital Formalities
4 steps done
- Digital KYC
- Bank verification
- Pledge created
- e-Sign agreement Signed
Receive Funds
Disbursed instantly
- Loan approved ₹5.0L
- Disbursed to bank
- Status Active
Portfolio Analysis
60% LTV
Bluechip Equity Fund
₹6.2L
Flexi Cap Fund
₹5.0L
Sector Thematic Fund
₹3.7L
Portfolio Intelligence
Turn Mutual Fund Holdings Into Available Credit
Evaluate eligible holdings and calculate borrowing capacity using configurable lending policies.
- Portfolio Repository Integration
- Eligible Scheme Identification
- Automated LTV Calculation
- Flexible Loan Amount Selection
Digital Execution
Complete Every Formality Online
Guide borrowers through every lending requirement without paperwork or disconnected processes.
Bank Verification
- None
Pledge Creation
- None
eSign Agreement
- None
eMandate Setup
- None
Post-Loan Experience
Manage the Loan With Complete Visibility
The experience continues after disbursement — with full control over balance, repayments and statements in one place.
Loan Dashboard
Active
Loan Balance
₹4.6L
Available Limit
₹4.2L
Repayment history
On time
Loan statements
Available
- Clear Loan Overview
- Self-Service Repayments
- Complete Transaction History
Capabilities
Built for Digital Secured Lending
- Automated Credit Evaluation
- Portfolio Integrations
- Pledge Management
- Loan Lifecycle Management
- Secure API Integrations
Built for Lenders
Designed for Modern Lending Institutions
For Banks, NBFCs & Lending Platforms
Launch or expand secured lending products with automated workflows, configurable policies and integrated partner services.
- Wealth Management Firms
- FinTech Platforms
- Investment & Advisory Platforms
- Faster Processing
- Lower Manual Effort
- Better Borrower Experience
- Scalable Operations
Why FINVERSAL
Why Build Your Lending Platform With FINVERSAL
Bring portfolio intelligence, digital lending workflows and loan servicing together in one connected ecosystem.
- Lending Expertise
- Workflow Automation
- Financial Integrations
- Enterprise Security
Get Started
Help Investors Borrow Without Interrupting Their Wealth Journey
Launch a secure and fully digital Loan Against Mutual Funds experience from eligibility to repayment.
Eligibility
₹5,00,000
Portfolio
₹18.4L
Limit
₹8.8L