Turbocharge your advisory Made for RIAs serving India
Run your portfolio practice better and faster with 24/7 AI that is aware of all your client portfolios.
- Customized research for every client
- Tax aware rebalancing
- Strategy/allocation suggestions with backtesting
- Real time monitoring with alerts
- One click generation for polished client updates
What you get
Designed around Indian advisor workflows
Natural language actions
Ask in plain English or Hinglish to analyze, rebalance or draft a client note.
Portfolio health
Holdings, allocation, risk and drift at a glance with NSE and BSE context.
Strategy studio
Test what if scenarios, target mixes and factor tilts. See tracking error and drawdowns before you advise.
Macro explainer
RBI policy, Union Budget, CPI, IIP, GST collections and monsoon - what it means for each portfolio.
Rebalance suggestions
Draft trades with LTCG and STCG and STT in mind. Export clean baskets.
Client reporting
One click PDFs and WhatsApp friendly summaries with clear rationale.
CAS onboarding
Import NSDL or CDSL CAS to bootstrap holdings and start advising faster.
Languages
Write to clients in English or regional languages without losing clarity.
Workflows that save hours
Onboard in one day
Import CAS, set mandates and be ready for your first review cycle.
Review day autopilot
Ask for each client's health, drifts and suggested actions. Run a quick what if when needed.
Update clients fast
Send a clean note with rationale and next steps. No copy paste.
Built for India, with trust
For SEBI registered advisors
Clear disclaimers and consistent outputs help you stay client first.
No execution
Advice and communication only. You’re always in control.
Privacy by default
Only what is needed to advise, nothing more.
Works with your stack
Request access
We are onboarding Indian RIAs and wealth desks. Book a short call to get a guided preview.