Portfolio Intelligence,
Reimagined.
Construct, monitor, and optimize client portfolios with AI-powered compliance technology. One platform for your entire advisory practice.
Everything you need.
From portfolio construction to billing — one platform, zero compromises.
Smart Portfolio Construction
Build risk-profiled portfolios from 3,700+ SEBI-categorized mutual funds with automated fund selection and allocation.
SEBI Compliance Engine
18-rule enforcement pipeline validates every trade before execution. Suitability, KYC, churning detection — built in.
Client Portal & Reporting
Share read-only portfolio views via secure links. Generate GST-compliant PDF invoices with one click.
How it works.
Three steps from onboarding to revenue — fully compliant.
Onboard Clients
Import portfolios from CAS statements, CSV, or manual entry. KYC and risk profiling built in.
Scan & Recommend
Automated scanning detects drift, underperformance, and constraint violations. Get actionable rebalancing tasks.
Execute & Bill
Approve tasks, execute with full audit trail. Generate invoices with trail commissions and GST.
Ready to transform your practice?
Join India's leading MFDs using Safari Intelligence to deliver superior client outcomes — with full SEBI compliance.
Get Started Free