25+ Years in Wealth.
Now Powering the Future of WealthTech.
MIDASX comes from over two decades of deep market understanding, financial distribution experience and close work with India’s intermediary ecosystem. That legacy now powers a smarter, AI-led platform for modern wealth businesses.
Vision
To be the trusted technology backbone for India’s modern wealth businesses.
Mission
To help financial intermediaries serve better, scale faster and stay in control with smarter technology, wider product access and AI-led intelligence.
Trusted by a Growing Wealth Ecosystem.
Multi-Asset WealthTech Platform
Company Profile
More than two decades of strong pedigree in building and successfully servicing thousands of financial intermediaries like MFDs, RIAs, Stock Brokers, Wealth Management firms, Family Offices, PMS & Banks across the country.
A WealthTech Platform Made for Financial Intermediaries.
MIDASX works with MFDs, RIAs, wealth firms, stockbrokers, banks and enterprises, helping them bring their business, clients and digital journeys onto one smarter platform.
We Help Intermediaries Scale With More Control.
From client management and portfolio visibility to branded investor journeys, multi-product access and AI-led insights, MIDASX helps wealth businesses work sharper and grow stronger.
Led by Wealth, Tech and Growth Thinkers.
MIDASX is guided by leaders with experience across financial distribution, investments, technology, AI, product strategy and business growth.
Our Champions
The Team Behind the Platform.
Our team brings together product, engineering, AI, wealth-tech, client success, operations and growth expertise. We work on the systems that help intermediaries look sharper, work faster and serve better.
Frequently Asked Questions
Everything you need to know about MIDASX, our platform, and how we work with you.
MIDASX is a multi-asset WealthTech platform designed for financial intermediaries: Mutual Fund Distributors (MFDs), Registered Investment Advisors (RIAs), wealth managers, and NBFCs. It combines a SaaS infrastructure layer, a product marketplace, and an AI engine to help you scale your business without scaling your headcount.
Your clients get a white-labelled mobile app under your brand with your logo, colors, and identity. They can track portfolios, receive product recommendations, access reports, and stay engaged with your business. You configure it; they experience it as yours.
The MIDASX Marketplace allows you to distribute Mutual Funds, PMS, AIF, Insurance products, Bonds, and more all from a single unified platform. You can curate your shelf, manage client recommendations, and process transactions without juggling multiple portals.
MIDASX is built for both. Whether you're an independent MFD managing 100 clients or a large wealth firm with 10,000+ portfolios, the platform scales with your business. Our modular pricing ensures you pay for what you use and grow from there.
Most clients go live within 2-4 weeks after onboarding. Our team handles the entire setup from data migration to branding to integrations so you can focus on your clients while we handle the technology.
