finexis advisory Pte Ltd
finexis advisory Pte Ltd provides more than just financial advisory services – we cover a range of financial needs throughout your lifetime. Think of us as lifelong financial confidantes – always there to help apply broad-based solutions in thoughtful and meaningful ways.
Our Philosophy
At finexis, we think of ourselves as more than financial consultants. We advise people on some of life’s most important concerns. Simply because, money lies in the heart of many areas of our lives – from taking care of our basic needs to fulfilling higher aspirations.
With a goal to create a lasting positive influence on every life we touch, we listen to what our clients have to say and design our solutions to complement their needs. We want to impact lives beyond finance.
Our Partners
finexis offers the range and depth of products and services that can assist in fulfilling our clients’ unique needs. We are in partnership with over 30 international fund houses offering more than 400 professionally managed funds, more than 8 major life insurers, more than 18 general insurers, 2 investment platforms and 7 international banks.
Our Promise
finexis believes in providing our clients with not merely the hardware of products, but also with a complete
financial experience through quality long term planning and sound advice. The finexis 3i approach
Imagine . Implement . Involve is a step by-step guideline that covers the entire client consultation process.
Euro Asia Alternative provides alternative investments sourcing, platform, consultation and services.
Copernicus Gold enables anyone, anywhere, in a transparent and secure manner, to digitally acquire, save, store or use as payment, any amount of gold. Copernicus Gold operates a multi-currency cloud-based platform that enables the issue of an amount of digital gold, in any measure, which is represented by gold bullion that has been purchased in advance of the issue of digital gold and stored in Singapore.
The company issues digital gold or money that is linked to a physical store of gold, which enables anyone, anywhere to acquire and save digital gold that can be redeemed for physical gold at a retail store, or used to make payments online. Currently, digital gold is redeemable at retail stores in Singapore for gold coins or gold jewelry. Copernicus Gold is a platform for issuance and circulation of electronic currencies developed on the basis of the blockchain technology. From the very beginning of its development, the project was designed to feature an open API (https://github.com/copernicusgold/api) and has been functioning as a Bank-as-a-Service allowing to accomplish the tasks of holding wallets (accounts) in different currencies, assets (including a currency linked to physical gold bullion), with the purpose of investments, carry out conversions with market spreads between such wallets, as well as carry out transfers between its users. Its clients are both individuals and corporate entities.
Syfe is a MAS-licensed Wealth Manager offering professionally managed portfolios for everyone.
Software consultancy company providing core banking consultancy and digital payment solution
We are part of Informa PLC, a leading international events, intelligence & scholarly research group.
Ploutos Strategic focuses on Asian UHNW business families and family offices in a unique niche – by providing independent and holistic strategic financial solutions for their family businesses.
In addition, Ploutos Strategic also works with FinTech/Blockchain startups – helping to raise capital from, as well as initiate strategic partnerships with, business family clients.
Mint is a management consultancy specialising in Career Change Management. Our consultants provide career change advice and support to individuals who would like to find a new career.
Considering a change of career is daunting for most people. Mint Consulting helps those who are faced with uncertainty take personal control of their situation. Mint works with clients to develop a realistic understanding of their career options and provides practical guidance in moving to the next stage of their working lives.
Mint’s Career Change Programme is designed to assist clients to find their way through this period of transition by helping them to identify and explore a broad range of alternatives. This may involve trying different avenues along the way before deciding upon a preferred direction.
Kina Bank is a diversified financial services provider in Papua New Guinea, offering customers end-to-end financial solutions, from savings accounts to small business loans, investments to mortgages, stockbroking and financial advice, investment management and fund administration.
Our vision is to support and enable our clients to deliver their vision through strategy, good design, execution.
Be Inspired, Be Empowered & Embrace The Change
Ingenico Group is the global leader in seamless payment, providing smart, trusted and secure solution
GoalsMapper™️ is the first fintech / insurtech company in Singapore with the vision to redefine financial planning, through its real-time, scenario-based and customer-facing financial planning software.
GoalsMapper™️ leverage on smart technology to allow advisers to take in consumer’s financial information and present them in simple-to-understand and powerful charts. Because information, scenarios and recommendations are continuously computed in the background, consultants and consumers can focus their time on more effective discussions and better planning experience.
Furthermore, the high detailed and accuracy of the GoalsMapper™️ charts allows consultants to assist clients to plan out multiple financial goals and multiple life scenarios to ensure that they are prepared for their financial future and make smarter financial decisions.
GoalsMapper™️ is committed to the digitalization of the financial advisory industry. At the same time, we believe this is still a people-centric industry. By empowering the financial consultants with a powerful planning and client-facing solution, it increases their professionalism, value offering and credibility to the client.
Visit https://www.GoalsMapper.com to know us more.
GoodWhale was created to make financial literacy inclusive and easily accessible to all.
The GoodWhale application aims to empower everyday people to understand stocks in a fun and simple way. Through its fun and engaging platform, users can expect to research and understand their investments in a simple yet comprehensive manner while levelling up their skills through fun content.
We are a fintech providing Hulgrave Rankings to money managers who are proud to distribute Hulgrave to their clients.
Hulgrave is an independent and clear score that eliminates information asymmetry between clients and money managers.
At Im@ginarium Advisors, we combine intelligence, insight, and imagination to deliver bespoke advisory services to seed, early and growth-stage fintechs in SG that are looking to build product capabilities, go-to-market strategies or strengthen delivery processes. Client engagements are structured around specific business problems and are worked on using a multi-disciplinary toolset. Arvind Sankaran, the firm’s founder and Managing Director has 25 years of global expertise in consumer financial services. He has built and run retail banking and wealth management businesses at global banks such as Citi, HSBC, and Barclays in five countries and two continents spanning ASEAN, Middle East, Europe, and Latin America. He is a chemical engineer by training and earned an MBA at the Indian Institute of Management, Calcutta. Arvind is a member of the Indian Business Leaders’ Roundtable in Singapore. He is also on the Executive Committee of the Pan IIM Alumni Association. He currently in on the advisory board of two SG-based fintechs- Crayon Data (advanced analytics) and Tookitaki (AI/machine learning)
CashTrack is a Singapore-based company that provides an automatic expense. It converts text-based transaction history and presents it in an easy-to-understand format for users. The product is currently in private beta mode.
A international legal, tax, regulatory licensing firm focused on fintech, crypto and blockchain.
BankBazaar is a neutral online marketplace for financial products. The company offers a platform for consumers to discover, compare and directly apply for financial products such as credit cards and loans.
CO-CREATION
We partner with developers, enterprises, and investors to facilitate solutions and drive adoption.
CONSULTING
We provide personalized recommendations using sophisticated insights from our network of domain experts and deep research.
CORPORATE TRAINING
We enable capabilities in new economy skillsets to empowering you to win in the new competitive landscape.