Review faster. Approve with confidence.
Zyphr helps MFD teams review client portfolios, check risk, record reasons, and prepare clean handoffs from one calm workspace.
30 days
Guided trial
50 clients
Trial book
18 checks
Review layer
Zyphr MF Review Workspace
Command centre
Click a scene to expand it inline.
Morning Review
Start with the clients that need attention.
Daily fund movement, client limits, and pending notes are arranged into one review queue.
Morning book
Advisor review queue
Anand Mehta
Switch review
Nisha Rao
SIP concentration
Mahesh Iyer
Exit load check
Priya Shah
Debt allocation
Selected review
Switch review for Anand Mehta
Amount
INR 2,50,000
Risk check
Clear
Client band
Moderate
Reason shown
Fund drift is above client policy tolerance. Advisor note required before export.
A daily review flow that feels calmer.
Zyphr does not ask your team to learn another complicated system. It gives each morning a clear order: review, check, approve, hand off.
01
Open the morning queue
See which clients and funds need review today. No digging through sheets.
02
Check the reason
Risk, concentration, NAV freshness, and policy checks sit beside the recommendation.
03
Approve or hold
The advisor edits the note, signs off, or holds the action for client discussion.
04
Prepare the handoff
Export what your current portal needs and keep the evidence in the record.
Advisors stay in control.
The product can prepare the work, but it does not move money, place trades, or send client actions without advisor review.
Trust rule
Zyphr prepares the review. Your advisor approves the action.
This is the trust boundary. The software makes the work clearer, but the advisor remains responsible for what moves forward.
No trade placement
Zyphr prepares and records. Execution stays in your existing portal.
Reasons stay visible
Each recommendation keeps the source, check result, and advisor note together.
Data stays in India
Client and portfolio data is stored within Indian jurisdiction.
Every action is saved
Approvals, holds, exports, and edits remain in the client record.
Start small. Keep the path clear.
Begin with the 30-day guided trial. Bring up to 50 clients and test the workflow on a real book.
Guided Trial
50 clients included. 1 seat.
30 days
- Up to 50 clients for 30 days
- Full recommendation engine (Growth-equivalent)
- Compliance + portfolio + execution tracking
Solo
25 clients included. 1 seat.
INR 1,499 / month
- Up to 25 clients · 1 advisor seat
- Portfolio engine + client records
- Basic compliance checks
Growth
200 clients included. 2 seats.
INR 9,999 / month
- Up to 200 clients · 2 advisor seats
- Full recommendation engine
- Task & workflow automation
Questions advisors ask first.
How does billing work?
You pay monthly or yearly. Each plan includes a client band, and extra clients are billed at the per-client rate shown on the plan. Yearly billing saves two months.
Why does overage change by plan?
Each tier is set up so the next plan becomes the better choice as your book grows. The overage rate steps down as you move up.
What happens if I am an existing customer?
Existing customers keep their current terms for 12 months after the catalog refresh. We email before the change takes effect.
Is there a guided trial?
Yes. Every signup starts with a guided 30-day trial, 50 client slots, and Growth-equivalent features. Convert before day 30 to keep your data and pricing.
What is the founding-member offer?
The first 10 MFDs to come on board get 50% off the first year in exchange for feedback and a short call. Founding pricing is locked for the full first year and reverts to the standard plan at renewal.
Run a cleaner review on your own book.
Start the guided trial, bring real clients, and see whether the morning workflow becomes clearer.