India's Only Financial Supermarket with Advisory Intelligence
Investment Banking. Angel Investing. Startup Funding. IPOs. All integrated, all working together , not four separate relationships pulling your capital in four different directions.
No other platform in India combines investment banking, angel investing, startup funding, and IPO advisory under one roof. DealPlexus does.
Professionals
Products
Deal Value
Why India's Most Demanding Investors, Business Owners, and Advisors Trust DealPlexus
You are not looking for another aggregator. You need a platform that has done this before , at scale, under pressure, with money on the line.
Here is what that looks like at DealPlexus:
Deals Facilitated
Across investments, loans, and advisory mandates. Not projected. Not estimated. Facilitated.
Professionals
Chartered Accountants, investment advisors, wealth managers , actively working within the DealPlexus network. When your CA trusts a platform, you can too.
Products
Across 3 categories: investments (AIFs, PMS, MFs, etc), loans (business, home, LAP), and insurance (life, health, general). One relationship covers all of it.
Regulated at every layer.
Every product on DealPlexus comes from regulated partners , SEBI-registered for investments, RBI-regulated for loans, IRDAI-licensed for insurance. You are not working with a grey-market aggregator , you are working with a compliance-first platform that sources only from India's licensed financial ecosystem.
Investment banking rigor.
Our advisory team brings M&A, valuation, and structured finance expertise to every engagement. This is the depth of EY or Deloitte, at 40–50% of their cost, without the 6-month engagement timelines.
Why Fragmented Financial Solutions AreSilently Costing You
You already know this feeling. You just may not have named it yet.
Your mutual funds sit on one platform. Your business loans are with a bank that has never asked about your growth plans. Your insurance agent calls once a year, at renewal time. Your CA handles your taxes but has never once looked at your investment portfolio. Your wealth advisor pushes the same high-commission products every quarter.
And nobody , not one person or platform , sees your full financial picture.
This fragmentation is not just inconvenient. It is expensive.
High-Net-Worth Individuals
Your wealth is scattered across five advisors who do not talk to each other. Your CA optimizes for this year's tax filing. Your stock broker optimizes for brokerage. Your insurance agent optimizes for renewal commissions. Nobody is optimizing for you.
- No single source of truth on portfolio value
- Missed tax optimization opportunities
- Uncoordinated portfolio decisions
- Fragmented advice costs you compounding returns
Business & MSME Owners
You are calling five banks, waiting six weeks for an approval, and still not sure if the loan structure you accepted was the right one for your cash flow.
- Need growth capital but unclear on structure
- Term loan vs working capital vs equity confusion
- Loan officers measured on disbursement, not your success
- No finance partner who understands your business
Startup Founders
You're burning 40% of your time on fundraising. You don't know the right valuation, the right cap table structure, or which angels actually add value.
- Fragmented tools: AngelList, StartupFino, Vakil Search
- No unified capital + mentorship + execution support
- Cap table and valuation uncertainty
- Time drain from core business building
CA & Independent Financial Advisors
CAs: your compliance revenue has a ceiling, and clients trust you but go elsewhere for products you cannot offer. IFAs: you sell mutual funds and insurance but lack access to AIFs, PMS, loans, and advisory mandates that your HNI clients need.
- CAs: revenue capped at compliance, watching wealth advisors earn from same clients
- IFAs: limited product range means losing clients to full-service platforms
- No infrastructure to offer investments, loans, insurance, and advisory together
- Clients trust you , but you can't deliver the full financial solution they need
The problem is not that good financial products don't exist in India.
The problem is that they are never integrated for you.
DealPlexus fixes that.
One Relationship. Every Solution You Need to Build, Grow, and Preserve Wealth.
DealPlexus is not another aggregator that slaps 89+ products on a webpage. Every product category is backed by genuine advisory intelligence.
Investments Built for Serious Wealth Builders
From angel investing and startup funding to IPOs, AIFs, Portfolio Management Services, and real estate, DealPlexus covers the full investment spectrum.
Access opportunities that retail platforms simply don't offer: angel deals through the Jindagi Live Angel Fund and Nandan Fund, Category I AIFs, IPO advisory, structured fixed income, real estate, and PMS strategies, backed by advisors who understand your tax position, risk tolerance, and full portfolio.
What makes DealPlexus different: You are not buying a product. You are building a portfolio with an advisor who sees everything.
Explore Investments
Capital When Your Business Needs to Move Fast
Business loans. Home loans. Personal loans. Loans against property. Working capital lines. CGTMSE-backed collateral-free loans. DealPlexus connects you to multiple loan products across regulated banks and NBFCs, with advisory built into the process.
Where BankBazaar shows you a comparison table and leaves you to figure out the rest, DealPlexus gives you an advisor who asks: "What does your business actually need, and what structure makes sense given your cash flow, your collateral, and your growth plan?"
The result: Loan approvals in 48 hours. Funding in 7 days. Versus the weeks you waste going bank to bank on your own.
Explore Loans
Insurance That Is Actually Advised, Not Just Sold
Life insurance. Health insurance. General insurance. DealPlexus offers the full coverage spectrum, with need-based advisory, not commission-driven product pushing.
Your insurance is not a standalone product. It is a component of your overall financial plan. When your investment advisor understands your coverage gaps and your insurance advisor knows your portfolio exposure, the advice you receive is actually coordinated.
That is not how it works anywhere else.
Explore Insurance
Advisory Intelligence the Big-4 Cannot Match
EY, Deloitte, KPMG: world-class advisory, enterprise pricing, 6-month timelines, and a team that rotates off your account every quarter.
DealPlexus: M&A advisory, due diligence, transfer pricing, startup services, valuation, digital transformation, restructuring, for mid-market businesses and growing startups that need Big-4 depth without Big-4 billing rates.
We are the only platform where your deal advisor, your loan advisor, and your investment advisor are integrated, because the same transaction that funds your business expansion might also restructure your personal portfolio and trigger your estate planning.
Book an Advisory Call
The Numbers That Back Every Claim
DealPlexus was not built in a pitch deck. It was built in deal rooms, advisory engagements, and capital raises that put real outcomes on the line.
One Client. One Platform. An Entire Financial Life.
A DealPlexus client does not just buy a product. They build a financial life:
Business Loan Structured
Advisory helps identify the right lender, the right structure, the right amount for a growth-stage MSME.
Profits Into Investments
Business grows. Profits channeled into mutual funds and fixed income through the same advisor who knows the business.
HNI Status & PMS
HNI status achieved. Portfolio migrated to PMS. Angel investing begins through Jindagi Live Angel Fund.
M&A Deal Structured
Business acquisition opportunity identified. DealPlexus M&A team structures the deal.
IPO, Exit & Wealth Management
IPO or strategic exit. Wealth management team handles the proceeds across the full financial spectrum.
No single-vertical platform can walk with you across that entire journey.
DealPlexus can.
Your Financial Situation Is Not Generic. Your Solution Should Not Be Either.
HNI Investor
You have built wealth. The problem is it is scattered , mutual funds here, stocks there, insurance on one platform, a CA who handles taxes but not portfolio strategy, and a wealth advisor you are not sure you fully trust.
What DealPlexus gives you
- A single advisor who sees your complete financial picture , investments, loans, insurance, and tax position , simultaneously
- Access to investment opportunities that retail platforms cannot offer: angel deals through Jindagi Live Fund, SEBI-registered Category I AIFs, institutional-grade PMS strategies
- Tax-coordinated investment decisions (your portfolio strategy and your tax filing are no longer two separate conversations)
- Independent advisory , not biased toward high-commission products, but toward your actual outcomes
- Investment banking-grade due diligence on every deal we bring you
The honest comparison
Business & MSME
You need capital. You need it fast. And you need someone who can tell you whether the loan you are about to take actually makes sense for your business.
What DealPlexus gives you
The honest comparison
BankBazaar shows you a list. DealPlexus gives you advice.
Startup Founder
You are raising capital, building a product, managing a team, and trying to figure out your cap table , simultaneously. Fundraising alone is consuming 40% of your time.
What DealPlexus gives you
- Access to angel investors through Jindagi Live Fund , operators and founders who bring capital and strategic value
- Advisory on capital structure: debt vs equity, SAFE vs priced round, grants vs bootstrapping , optimized for your stage
- Investment banking-grade pitch refinement, financial modelling, and cap table structuring
- A network of {professionals} professionals , CAs, advisors, business owners , who can become your customers, advisors, or co-investors
- Full lifecycle support: from your seed round through Series A, and eventually through exit and wealth management
The honest comparison
AngelList gives you deal flow. Vakil Search gives you legal docs. DealPlexus gives you the full fundraising ecosystem, with an M&A team that can handle your exit.
CA or IFA
Your clients trust you. They ask you where to invest, which loan to take, and whether they need more insurance. Right now, you refer them to three different advisors , and lose the relationship every time.
What DealPlexus gives you
The honest comparison
Policybazaar's POSP program is insurance-only. BankBazaar's partner program is loan-heavy. DP Buddy lets you earn across investments, loans, insurance, and advisory , from one partnership.
Large Corporate
You need M&A advisory, due diligence, transfer pricing, restructuring, or capital management support , and you are tired of paying Big-4 retainers for junior teams and six-month engagement timelines.
What DealPlexus gives you
- Investment banking advisory for M&A, capital raises, and restructuring at mid-market pricing
- Independent valuation and due diligence , without the conflicts of interest from using the same firm for advisory and audit
- Integrated capital access: Advisory + execution, not advisory then "go find your own financing"
- Transfer pricing expertise for tax efficiency on international transactions
- A faster, leaner team , strategic advisors who are senior and stay on your account
The honest comparison
EY and Deloitte have the brand. DealPlexus has the expertise, the speed, and pricing that does not require a board approval to initiate.
Your Existing Client Relationships Are Worth ₹5–40 Lakhs Annually
You have already done the hard work. You built the trust. Your clients call you first when they have a financial question. Now let those relationships pay you accordingly.
Refer
Introduce a client to any DealPlexus product: a loan, an investment, an insurance policy, or an advisory service. One platform covers it all.
We Serve
DealPlexus handles everything: product configuration, underwriting, compliance, customer support, and ongoing advisory. Your client gets world-class service. You keep the relationship.
You Earn
Lifetime referral income tracked in real-time on your personal DP Buddy dashboard. No chasing payouts. No hidden deductions.
₹5–40 Lakhs/yr
Active DP Buddies earn
None
Targets or minimums
30 Minutes
Setup time
Real Results. Real People.
Hear from the businesses and investors who transformed their financial outcomes with DealPlexus.
HNI Investor, Delhi NCR
“I had a CA, a stock broker, a wealth advisor, and an insurance agent , all giving me completely different advice about what to do with ₹2 crores I had liquid. DealPlexus was the first time someone actually looked at all of it together and gave me a coherent plan.”
MSME Business Owner, Manufacturing
“We needed ₹40 lakhs fast for a production expansion , a major customer contract was on the line. DealPlexus got us approved in 36 hours and funded in four days. Our bank would have taken six weeks just to respond.”
Startup Founder, Fintech
“I was spending two days a week on fundraising and still not getting meetings with the right people. DealPlexus connected me to three serious angels in my sector, helped me restructure my pitch, and I closed my seed round in 45 days. The advisory team understood our cap table better than we did.”
Chartered Accountant, Bangalore
“I joined DP Buddy expecting a standard referral program. Eighteen months later it has become my third-largest revenue stream. My clients are better served because they have access to products I could never offer on my own. Everyone wins.”
There Is No Other Platform That Does All of This
Let us be direct about what you are choosing between.
| Feature | DealPlexus | Policybazaar | BankBazaar | Zerodha | EY / Deloitte |
|---|---|---|---|---|---|
| Angel Investing | |||||
| Investment Banking & M&A Advisory | |||||
| Business & Personal Loans | |||||
| Insurance | Limited | ||||
| Mutual Funds & PMS | Limited | ||||
| Advisory Intelligence | |||||
| B2B2C via CA Network | |||||
| Mid-Market Pricing | |||||
| Full Lifecycle (Loan → Wealth → Exit) | Partial |
Policybazaar has insurance at scale. BankBazaar has loan comparison breadth. Zerodha has retail trading dominance. The Big-4 have advisory credibility.None of them have all of it. DealPlexus does.
Start the Conversation That Changes How You Manage Money
Whether you are an investor, a business owner, a startup founder, or a CA who wants to earn significantly more from client relationships — DealPlexus is the only platform built for all of it.
Talk to a DealPlexus advisor within 24 hours.