Fintuple Platform FAQs

Frequently Asked Questions (FAQs) about the Fintuple platform

General Questions

How does Fintuple collect and validate its data?

The Institutional, Strategy and personnel data on the platform is collected directly from the Fund Institutions. The data collected is then standardised, using our templates and algorithms, before being published on the platform.

If data is collected from secondary web sources, it is validated with the Fund institution, before being published on the platform.

What is the level of security in maintaining funds data?

We strive to maintain a high level of protection for all data resources. Running on enterprise-grade infrastructure, our cloud solutions enable us to implement security measures at a greater scale. Feel free to reach us out at [email protected]  in case of any further assistance/ clarifications on the same.

Will I get a personalised Dashboard?

Yes, all registered users of the platform have a personalised Dashboard.

How do I Subscribe to Fintuple? What additional benefits do I get as a Subscriber?

Please click here to know more about the benefits of subscribing to Fintuple Pro, pricing details and the steps to become a Fintuple Pro user.

Questions About Fintuple iQ

iQ Strategies (Funds)

What kind of Strategies are available on the platform?

As of now, we have Portfolio Management Services (PMS) Strategies on the platform. We are in the process of onboarding other strategies such as, Alternate Investment Funds (AIFs), Real Estate funds, Private Equity Funds, etc., to the platform shortly.

Do I need a subscription to view the Strategies?

You should be a registered user to view the Strategies snapshot and basic portfolio details. In order to view the detailed portfolio such as performance, analytics, and analysis, etc. you need to be a subscribed user (Fintuple Pro) to access the detailed data on the IQ platform.

Please click here to know more about the benefits of subscribing to Fintuple Pro, pricing details and the steps to become a Fintuple Pro user.

 Can I follow the Strategies to receive updates?

Yes, you can bookmark a Strategy by clicking on the ‘Bookmark’ icon on the top right corner of each Strategy. The next version of iQ will have a notification feature where you will receive updates on performance, and other pertaining materials, etc.

Can I compare my strategy’s performance with the benchmark?

As a registered user, you can view basic comparison of strategies and their benchmarks such as setup info and trailing returns. As a Fintuple Pro user, you will also be able to compare NAV Growth, Financial & Quarterly performances, risk ratios, and other comparisons such as Standard deviation, Alpha, Beta, etc.

 Do you have detailed analysis and analytics for comparison of strategies?

We will be rolling out a version shortly, wherein you can compare individual strategies across different parameters such as portfolios, performances, fund managers, etc.

Is there a Growth Calculator feature/tool on the platform? Can anyone access it?

Yes, there is a Growth Calculator tool available on the platform, in the Snapshot section of all Strategies. This is used for determining an annual growth rate on an investment where value typically has fluctuated widely from one period to the next.

This tool can be accessed by Fintuple Pro users or users who have complete access to fund performance & portfolio data.

What kind of analyses do you have on the strategies?

As part of our analysis around each strategy, we look at how the funds performed during the market’s bull and bear periods, their quarterly and financial year performances, their portfolio top holdings’ exposure changes, and their historical sector and market cap exposures.

This analysis is available to Fintuple Pro users or users who have complete access to fund performance & portfolio data.

iQ Professionals

What kind of professionals can register or onboard to the platform?

Fund Managers, IFAs, RIAs can register with the platform. IFAs and RIAs can onboard themselves by simply filling out a form. At a later stage, we will look to onboard Research Analysts, Wealth Managers / Distributors / Relationship Managers.

Should I subscribe to view other professionals’ profiles?

No, you do not need a subscription, you just need to be a registered user on the platform, to view the list of professional in our network.

Can I follow a Professional to know more about his updates?

You can bookmark a professional by clicking the bookmark button present on the top right corner of each professional. You can also search by bookmarked professionals in the ‘Search Professionals’ page. In the next versions, you will also be able to see Insights pertaining to them

iQ Institutions

What kind of institutions can be onboarded onto the platform?

Currently, the following types of institutions can be onboarded on the iQ platform:

  • AMCs
  • IFA Institutions

At a later stage, we will look to onboard Single and Multiple Family Offices, Financial Research organisations, Wealth Institution, and Institutional Investors.

Will I be able to view other Institutions information?

Yes, once you register, you will be able to view the other Institutions’ details which include Institutions’ snapshot, contact info, fund performance, etc.

You will also be able to view AMC generated PDF factsheets and other documents – Marketing Materials, Policies, Disclaimers, Disclosures, Videos and Podcasts, etc. shared by the AMCs. Our factsheets (fs) platform, has a list of all relevant documents pertaining to an institution along with their historical information. You will find the links to the documents from the Institutions information page.

Subscribed Users can also view interactive, Fintuple Standardised Factsheets. They can also download Fintuple standardised factsheets, all AMC Generated Factsheets and Other Documents as PDFs.

Please click here to know more about the benefits of subscribing to Fintuple Pro, pricing details and the steps to become a Fintuple Pro user.

Questions About Fintuple fs

fs Strategies (Funds)

What kind of strategies are available on the fs Platform?

As of now, we have Portfolio Management Services (PMS) on the platform. We are planning to onboard other strategies such as Alternate Investment Funds (AIFs), real estate funds, private equity funds, etc., shortly.

Do I need a subscription to view Factsheets and Other Documents?

You must be a registered user to view the Factsheets and Other Documents shared by AMCs. You need to be a Fintuple Pro user to access AMC customised Factsheets and other detailed data on the fs Patform.

Please click here to know more about the benefits of subscribing to Fintuple Pro, pricing details and the steps to become a Fintuple Pro user.

Will I be able to bookmark Factsheets strategies?

Yes, you will be able to bookmark strategies by clicking the ‘bookmark’ icon on the top right corner of each strategy and access them easily on the dashboard. In the next version, you will receive a notification whenever new Factsheets or other pertaining materials, have been added.

fs Institutions

What kind of Institutions have their factsheets on the fs platform?

Currently, there are Asset Management Companies (AMCs) that have their Factsheets and Other Documents on the Platform. In the future, we will have IFAs publish their reports on the platform too.

Which Product Factsheets and Other Documents can I view on the platform?

Currently, there are PMS Factsheets and Other Documents shared by AMCs on the FS platform. At a later stage, we will be adding Factsheets and Other Documents of other products like AIFs, MFs, etc.

What information can I see under institutions?

You can view information about the institution, the different PMS Strategies offered by the Institutions, details about the Professionals managing the Strategies, Factsheets and Other Documents.

Factsheets

  • AMC Generated, historic and up to date Factsheets about their PMS strategies
  • Fintuple Standard Factsheets for each reporting period for these strategies. This can be accessed by Fintuple Pro users.

Other Documents

Marketing Materials, Policies, Disclaimers, Disclosures, Videos and Podcasts, etc. shared by the AMCs.

Can Factsheets and Other Documents be downloaded as PDFs?

Fintuple Pro users can download AMC Generated Factsheets, Fintuple Standardised Factsheets and Other Documents shared by the AMCs.

Please click here to know more about the benefits of subscribing to Fintuple Pro, pricing details and the steps to become a Fintuple Pro user.

Will I be able to view other Institutions information?

Yes, after registering, you will be able to view the other Institutions’ details which include a brief about the Institutions, PMS Strategies offered, contact info, etc.

Questions About Fintuple fi

What kind of content is available on the fi Platform?

fi is a content platform focused on providing research and analysis around the strategies and institutions we have on the platform, and the Indian capital markets. Our content is focused on analysis, news, and perspectives around India-based funds across asset classes, including alternates such as PMS, AIF, etc. It is the only platform that provides deep insights on alternate funds in India and the stakeholders behind it.

This platform is focused on providing analysis and perspectives around India-based funds across asset classes, including alternates such as PMS, AIF, etc., all the stakeholders behind these funds and various aspects of the Indian Capital/Financial Markets.

On this platform, you will be able to see content in the following formats:

  • Analysis – these are articles based on deep research around the funds and their analysis
  • Blogs – perspectives around India-based funds from our Research team
  • News – external articles that pertain to key professionals, strategies or institutions in our platform, published through Creative Commons Licenses.
  • Reports – periodic reports about the alternate industry and the strategies and professionals on the platform

Will I be able to bookmark an article for later reading?

Yes, you will be able to bookmark individual articles. Your bookmarked articles will show up on your personalised Dashboard.

How can I know what strategies or professionals or institutions are related to an article?

Each article will be tagged against a certain set of strategies and/or professionals and/or institutions. These tags are available at the bottom of each article. You can click on these tags to view details about these entities.

Do you publish article series? How will I know if an article is part of a series?

If an article is part of a series, the article page will show a box on the right with the articles in that series. So, even if you missed the first article in a series, you can start from the beginning and work your way down.

Do you have any downloadable reports that I can use?

Currently, no. But we intend to publish downloadable reports for our Fintuple Pro Users on a regular basis.

Please click here to know more about the benefits of subscribing to Fintuple Pro, pricing details and the steps to become a Fintuple Pro user.

Do I need a subscription to view Articles, Blogs, News, Reports and any other insights on the platforms?

As a registered user, you have access to the free Articles, Blogs, News and Reports. However, you need to be a Fintuple Pro user to access the following types of content of the fi content:

  • Perspectives on Fund performance
  • Market Trend Analysis
  • Curated Blogs / Articles
  • Periodic Reports
  • Any other curated content

Please click here to know more about the benefits of subscribing to Fintuple Pro, pricing details and the steps to become a Fintuple Pro user.

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