Get all your queries answered here.

  • 5nance

  • What is
    • It is an integrated, one stop shop for all your financial needs.
    • Consider us as your holistic financial partner.
  • What can I do at
    • All your money management needs such as budgeting , expenses tracking and savings optimization.
    • Do a comprehensive financial planning and get investment recommendations
    • Track your portfolio and optimise the returns.
    • Invest through us at no extra cost. You don’t have to pay anything for our services. There are no hidden charges too.
  • How is this platform different from others?
    • Its one platform where you can get the benefit of budgeting, planning, advisory, tracking and investing in a click.
    • Link your bank accounts for ease of operation.
    • Execute all the transaction and get prudent advisory at zero cost.
  • How does make money?
    • We are in the business of distribution of investment products, hence we get commissions from the product manufacturers. However this is the normal industry practice, hence the cost of the investment products on our site or any other site or from any distributor or advisor is the same.
    • As a user of, you have no extra cost for investing through us. However advisory services are offered for free and no charge to you, which is the benefit you derive on this site.
  • Does it recommend me where should I invest?
    • Yes. We provide prudent research on various asset classes that helps you take an informed decision for the correct investments.
    • You have an option to compare products across asset classes to make smart investment choices.
  • How can I initiate investing with you?
    • We offer a wide range of investment products ranging from Mutual Funds, FDs, Bonds, Gold, Real Estate, Loans , Credit cards etc.
    • You need to get registered with us and follow a simple process.
    • We help you do the required documentation. All your transactions are absolutely free.
  • Is it safe to invest through
    • The security standards are same as what your bank offers, hence its absolutely safe to do a financial transaction on our site.
    • All our processes are complied as per required regulations.
    • The ownership of all the assets remains with the investor. We provide an excellent platform for you to invest and keep your records updated.
  • Investments

  • What is the research methodology that you use?
    • In-house research is done by domain experts who hold a significant experience on various investment products and advisory.
    • We provide an exhaustive research on various product classes that helps you make a smarter choice of investments
  • Payments

  • How do I make a payment for the transaction that I initiate?
    • You can initiate the payment through net banking, credit cards whichever are applicable.
    • We provide a platform where you are initiating payments directly to the respective company from where you purchase a product.
  • What if my account is debited but have received the mail for failure of transaction
    • 5nance uses third party payment gateway for facilitating transfer of amount from customers bank account.
    • 5nance sends the successful order mail to customer on receipt of confirmation from payment gateway (Techprocess or Billdesk). The amount is directly remitted to the bank account of AMC (Asset management company) by payment gateway and does not come to the account of 5nance.
    • In case of debit of amount from customers account but failure of receipt of intimation from PG, the amount would be refunded within 3 to 5 working days to the registered bank account of customers by PG/AMC.
  • Useful Topics

  • How will the site help me on a pro-active basis?
    • We facilitate you with various alerts that will help in better management of your finances.
    • You can create customized alerts too.
  • Are there any pre-defined alerts?
    • Yes. We have this facility on selected parameters that will help you keep up with the pace of your finances.
    • We pro-actively send you the alerts on your registered mobile number, mail that will help you take better control on your financial aspects.
  • Can I use only selected features on the site?
    • Yes. You can use any part of the site. We offer Budgeting, Financial Planning, Portfolio tracking and investment platforms.
    • We recommend you to use all our offerings to help you have an integrated experience.
  • What is the best way I can use this site?
    • You can make the best use of our platform in 5 easy steps:
      • Register yourself with and create your profile.
      • Create your budget and track your cash flows.
      • Update your financial portfolio and monitor the growth at different time lines.
      • Create your financial plan and optimise your returns through our advisory.
      • Invest through us and save a transaction cost, otherwise incurred on other platforms.
Could not find what
you are looking for?
Send us your query / question
10 am to 6 pm (weekdays)
Call Me Back
Need Help?
Chat With Us
Do Video Calling
It’s Free, Start Now!
Give little, Get More
Invite your friends and share your referral code - .
Both of you win shopping vouchers when your friend completes his/her first transaction
You’re Inviting
I know Email ID