Book a Demo
MIDASX HederMIDASX Header
ABOUT MIDASX

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

0
Years of Legacy
0
Intermediaries
0
Investors Served
0
AUM Managed

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.

Aakash Bansal

Co-Founder & CEO

Leading MIDASX’s vision to build an open-architecture, AI-driven B2B2C WealthTech ecosystem for financial intermediaries.

Paresh Paladiya

Co-Founder & CTO

Building the foundation for a scalable technology platform that supports intermediary-led wealth distribution.

Anil Gupta

Co-Founder & CIS

Driving AI innovation, quantitative investment intelligence and next-generation portfolio analytics.

Rajesh Soni

Co-Founder & Chairman

Strengthening the platform’s business, ecosystem and execution capabilities.

Our Champions

Rahul Yadav
Head of Sales
Raghu Yadav
Business Head
Jaya Sharma
Head of Customer Success
Mihir Tailor
Tech Head (Fintech & AI Leader)
Ketan Soni
Head of Business Development
Ramesh Rachuri
Fund Manager
Riya Joshi
Head of Training
Shweta Menon
Co-Head of Customer Success
Iqbal Ahmad
AVP Tech
Junaid Kachchhi
Tech Head (Full Stack Developer)
Jayendra Kapadia
Project Manager
Hardik Sadana
Head of Product Partnership
Prakash Paladiya
Head of Finance
Ojasvi Mehta
Senior Marketing Manager
Manisha Rayan
Senior Manager HR

The Team Behind the Platform.

Our team brings together product, engineering, AI, wealth technology, client success, operations and growth expertise. We work on the systems that help intermediaries look sharper, work faster and serve better.

ProductAI & DataWealthTechClient SuccessPartnershipsOperationsGrowth
We stay behind the scenes, so your brand can stay centre stage.
Knowledge Base

Got Questions?

Explore our comprehensive guides to mastering the MIDASX platform.

Brand White Labelling

What is the Brand White Labelling section used for?
  • The Brand White Labelling section allows you to customize the software’s appearance with your company’s branding.
  • You can update logos, color themes, chart colours and trade code settings.
How do I upload or change the default logo?
  • You can upload the default logo by clicking on the logo box under "Default Logo" and selecting an image from your computer.
  • This logo will appear in the standard theme.
What is the purpose of the "Logo for dark background"?
  • This logo appears when the mobile application uses a dark colored background.
  • It ensures the logo remains clearly visible in dark mode.
What is the "Favicon icon"?
  • The favicon is a small icon displayed in the browser tab.
  • You can upload a customized favicon for branding consistency.
How do I change the primary and secondary colours of the application?
  • Simply enter the hex colour codes in the Primary Color and Secondary Color fields.
  • These colours will be applied across various UI components.
What is the "Use Primary color in header" option?
  • Enabling this option applies the selected primary colour specifically to the header section of the portal.
What is a Trade Code Prefix?
  • The Trade Code Prefix is the initial alphabetical character added before the numerical trade code.
  • For example, if prefix V and series 1213 are set, trade codes will appear as V1213.
What is the Sidebar Color Class?
  • The Sidebar Color Class defines the theme or color style of the left-side navigation menu.
  • You can choose from predefined classes (e.g., fuse-white-50).
Can I customize the chart colours?
  • Yes. The Chart Colours section allows you to set up to 20 different colours using hex codes.
  • These colours will be applied to graphs and dashboard charts.
What does the "Refresh Chart Preview" button do?
  • This button reloads the chart preview to reflect the latest colour changes you have configured.
How do I save the changes after customization?
  • Click the Submit button located at the top right to save all the branding and color settings.
Will these settings be visible to all users?
  • Yes, once saved, all customized branding settings will be applied globally across the platform for all users under your organization.

Our Key Partners