Run a 250-client MFD practice with the rigor of a small AMC.
Daily fund scoring, SEBI-aware recommendations, and an audit trail that satisfies the next inspection — without leaving your existing BSE Star MF or MFU workflow.
30-day guided trial · 50 clients · 1 seat · ARN onboarded in < 48h
Four invariants. Verifiable on day one.
Compliance, audit, residency, and encryption are platform invariants — not optional add-ons.
Three steps. Every one auditable.
A linear workflow from fund analysis to RTA-ready execution. No black boxes — every recommendation can be traced back to the data and rules that produced it.
- 01
Analyze
Score every fund in your universe daily. Risk-adjusted returns, peer benchmarks, and consistency — refreshed automatically from AMFI data.
- Daily fund score snapshots
- Sharpe / Sortino / Calmar
- Canonical fund identity
- 02
Recommend
Generate suitability-checked recommendations grounded in 18 SEBI compliance rules. Every suggestion is reviewable, explainable, and auditable.
- 18 coded compliance rules
- Per-client risk-aware
- Full audit on every approval
- 03
Approve & hand off
Approve recommended actions, export an RTA-ready CSV in seconds, place the trade in your existing BSE Star MF / NSE NMF II / MFU portal, and log execution back. Every step is captured in a tamper-evident audit trail.
- Approval workflow with explicit per-action sign-off
- RTA-ready CSV export for BSE Star MF / MFU / NSE NMF II
- Hash-chained audit ledger + GST invoicing
Five tiers. Tiered overage. No surprises.
Pricing scales with the size of your client book — never with how often you log in. Start with the 30-day guided trial — 50 clients, 1 seat, full Growth-equivalent features.
Get started
Modernize your practice without rebuilding your stack.
Activate the 30-day guided trial. Bring your client list, run a real scan, and see whether Zyphr fits your workflow — before you pay anything.