Nuvanta by Rupeeflo

NRI onboarding, rebuilt for PMS

Your next PMS client could be

60 days away. Or under 24 hours.

Your next PMS client could be

60 days away. Or under 24 hours.

Your next PMS client could be

60 days away. Or under 24 hours.

The only platform built to onboard NRI investors into your PMS: KYC, e-notarisation, digital signing and account activation across bank, depository and broker. No courier trail, no re-attestation.

Book a product walkthrough

See how it works

Nuvanta PMS · live operations

PMS Portal

Dashboard

Funds

Clients

Approvals

Distributor

Reports

Org Setup

Admin

Support

admin@pmsportal.in

PMS Admin

Sign out

Portfolio Management System

PMS Admin

Help

Dashboard

Pipeline health across every fund, regime and onboarding path.

Add client

147

Total clients

In progress

Completed

Pending KYC

Awaiting execution

PulseHub CRM

Onboarding trend

Jul

Jun

May

Apr

Mar

Feb

Client countries

Active client markets

India

United Kingdom

Canada

Singapore

New Zealand

Qatar

Netherlands

United Arab Emirates

Kuwait

Switzerland

Germany

United States

Saudi Arabia

Hong Kong

Australia

Fund portfolio

View all

Contra Strategy PMS

Min ₹50 L · 60 cases

India Equity Fund ]

Min ₹50 L · 42 cases

PIPE Strategy PMS

Min ₹50 L · 45 cases

My approvals

2 pending

Go-live: PIPE Strategy PMS

Level 2 · Maker → Compliance → Business Head

Disclosure acknowledgement gate: Rohan Kapoor

Level 1 · Single maker-checker

Alerts

Arjun Mehta: mandatory documents outstanding

Priya Nair: mandatory documents outstanding

Rohan Kapoor: mandatory documents outstanding

Sandra Coelho: mandatory documents outstanding

Vikram Shah: mandatory documents outstanding

Portfolio Management System

PMS Admin

Help

Dashboard

Pipeline health across every fund, regime and onboarding path.

Add client

147

Total clients

In progress

Completed

Pending KYC

Awaiting execution

PulseHub CRM

Onboarding trend

Jul

Jun

May

Apr

Mar

Feb

Client countries

Active client markets

India

United Kingdom

Canada

Singapore

New Zealand

Qatar

Netherlands

United Arab Emirates

Kuwait

Switzerland

Germany

United States

Saudi Arabia

Hong Kong

Australia

Fund portfolio

View all

Contra Strategy PMS

Min ₹50 L · 60 cases

India Equity Fund ]

Min ₹50 L · 42 cases

PIPE Strategy PMS

Min ₹50 L · 45 cases

My approvals

2 pending

Go-live: PIPE Strategy PMS

Level 2 · Maker → Compliance → Business Head

Disclosure acknowledgement gate: Rohan Kapoor

Level 1 · Single maker-checker

Alerts

Arjun Mehta: mandatory documents outstanding

Priya Nair: mandatory documents outstanding

Rohan Kapoor: mandatory documents outstanding

Sandra Coelho: mandatory documents outstanding

Vikram Shah: mandatory documents outstanding

Trusted by India’s

leading financial institutions to onboard NRIs.

Trusted by India’s leading financial institutions to onboard NRIs.

Compliance Sutra

4 Sessions • April & September

The Opportunity

The NRI wealth pool is already there.

Your PMS has reached

less than 3% of it.

The NRI wealth pool is

already there. Your PMS has reached less than 3% of it.

The NRI wealth pool is

already there. Your PMS has reached less than 3% of it.

9 lakh+ NRIs already hold Indian equity through demat accounts. Only 19,000 have an active PMS account. The gap is the opportunity.

Book a product walkthrough

The problem

The NRI PMS journey

breaks in two places.

The NRI PMS journey

breaks in two places.

The NRI PMS journey

breaks in two places.

Getting the account open is one problem. Getting the money into it is a second, separate problem, and most platforms only solve the first one.

01 · ONBOARDING

It takes 60+ days to

onboard an NRI to PMS

It takes 60+ days to

onboard an NRI to PMS

Multiple accounts across bank, depository and broker.

KYC and documentation, repeated per institution.

Notarisation, coordinated separately each time.

Physical paperwork and re-attestation by courier.

60+ days can disappear into operations.

02 · FUNDING

Then it takes weeks more

to fund the account

Then it takes weeks more to fund the account

Source account requirements the investor didn't expect.

Source account requirements the investor didn’t expect.

Limited visibility & tracking into fund transfers

Bank transfers as the fallback, tracked over email.

A live account does not mean a funded account.

Two operational bottlenecks. One investor journey.

The workflow

One workflow, from lead generation

to investment.

One workflow, from lead generation

to investment.

Nuvanta connects the full journey across account opening and fund transfers,

with parallel processing and visibility from start to finish.

Stage 01

ONBOARD

Verify

KYC from passport, OCI or PAN.

Capture

One intake feeds bank, demat, broker.

Notarise

One remote session, all institutions

Sign

DSC-based eSign, wet-ink fallback.

Stage 02

FUND

Initiate Payment

Right source account, guided upfront.

Transfer Funds

Choose local bank or SWIFT to transfer funds.

Track Payment

Faster funding, with security at every step.

Confirm Funding

Reconciliation-ready proof to the PMS.

Activate

Custodian, depository, broker: same day.

The platform

Built around how your team actually works.

Five interfaces, one platform, from the investor’s self-serve app to your own back office.

app.rupeeflo.com/pms

LIVE

PMS Portal

Dashboard

Funds

Clients

Approvals

Distributor

Reports

Org Setup

Admin

Support

admin@pmsportal.in

PMS Admin

Sign out

Portfolio Management System

PMS Admin

Help

Dashboard

Pipeline health across every fund, regime and onboarding path.

Add client

147

Total clients

In progress

Completed

Pending KYC

Awaiting execution

PulseHub CRM

Onboarding trend

Jul

Jun

May

Apr

Mar

Feb

Client countries

Active client markets

India

United Kingdom

Canada

Singapore

New Zealand

Qatar

Netherlands

United Arab Emirates

Kuwait

Switzerland

Germany

United States

Saudi Arabia

Hong Kong

Australia

Fund portfolio

View all

Contra Strategy PMS

Min ₹50 L · 60 cases

India Equity Fund ]

Min ₹50 L · 42 cases

PIPE Strategy PMS

Min ₹50 L · 45 cases

My approvals

2 pending

Go-live: PIPE Strategy PMS

Level 2 · Maker → Compliance → Business Head

Disclosure acknowledgement gate: Rohan Kapoor

Level 1 · Single maker-checker

Alerts

Arjun Mehta: mandatory documents outstanding

Priya Nair: mandatory documents outstanding

Rohan Kapoor: mandatory documents outstanding

Sandra Coelho: mandatory documents outstanding

Vikram Shah: mandatory documents outstanding

Built-in interfaces for every stakeholder involved

PMS Admin

Full platform control: org setup, fund creation, journeys, approvals and admin catalogues.

Fund Manager

Fund portfolio, client onboarding progress, approvals and performance reporting.

Custodian

Document verification, settlement visibility and compliance checks on the custodian side.

Business head

Business oversight across funds, clients, distributors and pipeline analytics.

Customer

Self-serve upload, verify, e-sign and status tracking for the NRI investor, end to end.

Distributor

Your own client pipeline, onboarding links and support.

Operations

Distribution CRM workspace: partner network, client pipeline and onboarding activity.

Shared across every interface

AI OCR &

Verification

Analytics

Identity

Verification

Multi-Jurisdiction

Notarisation

Every Stakeholder,

One Journey

Every Stakeholder,

One Journey

Investor

Apply · Sign · Pay · Track

PMS Admin

Review · Coordinate · Monitor

Custodian

Receive · Process

Distributor

Track · Follow Up

How It Works

Under 24 hours. Without cutting a single compliance corner.

Digital document capture

OCR-extracted, validated at capture, not after.

Remote notarisation

Live video session with licensed notaries, 50+ countries.

DSC / Aadhaar eSign

CCA-licensed, valid under the IT Act, 2000.

Parallel institutional submission

Custodian, depository and broker pushed at once.

Audit-ready records

Recorded session, notary certificate, signed AOF/CAF.

End-to-end TAT

<24 hrs

per NRI client · PMS onboarding, DSC path

per NRI client · PMS onboarding,

DSC path

Regulatory basis: RBI Master Direction, Know Your Customer, 2025 (as amended) · SEBI PMS Regulations · Information Technology Act, 2000

At scale

Built for institutions that already work with global investors.

What began as a hard infrastructure problem is now a live operating layer for investment teams and their counterparties.

50+

Countries covered

20+

Financial institutions live

Financial institutions

live

Financial institutions live

20,000+

20k+

Global investors onboarded

Global investors

onboarded

Global investors onboarded

30,000+

30k+

Documents verified

Home

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About Us

PMS

Book a Demo

nuvanta

by Rupeeflo

Handle complex investor journeys end to end - from identity and document verification to notarization, account activation, and payments.

Products

Onboard

e-Notary

Verify

Credit Risk Analytics

e-Sign

Global Payments

Company

About Us

Contact

nuvanta

by Rupeeflo

nuvanta

by Rupeeflo

Handle complex investor journeys end to end - from identity and document verification to notarization, account activation, and payments.

Products

Onboard

e-Notary

Verify

Credit Risk Analytics

e-Sign

Global Payments

Company

About Us

Contact