Built for compliance-first advisors.
Every feature designed around SEBI regulations and the real workflow of India's independent MFDs.
Portfolio Intelligence
Institutional-grade fund analytics
Score funds across rolling returns, drawdown analysis, and category-relative ranking. Our fund universe covers 3,768 AMFI-listed funds with daily NAV sync.
- Rolling return analysis across 1, 3, and 5 year windows
- Maximum drawdown and volatility scoring
- Category-relative ranking with SEBI classification
- 3,768 funds with daily NAV updates from AMFI
Rule Engine & Scanning
Automated portfolio health monitoring
Run a 7-rule scanner across your entire client book. Detect cleanup opportunities, allocation drift, underperformance, and KYC expiry — before they become compliance issues.
- Fund cleanup: exit legacy regular plans
- Drift detection: allocation deviation from mandate
- Risk drift: portfolio risk above client tolerance
- Underperformance: below-category return flagging
- Constraint & KYC expiry monitoring
Enforcement & Compliance
18-rule pre-trade compliance gate
Every advisory action passes through an 18-rule enforcement pipeline. Suitability checks, KYC validation, regular plan enforcement, churning detection, and allocation validation.
- Suitability check against client risk profile
- KYC status and document expiry validation
- Regular plan enforcement for direct migration
- ELSS lock-in period verification
- Churning detection: minimum holding period check
- Allocation sum validation (must equal 100%)
Execution & Audit
Full task lifecycle with tamper-proof audit
Tasks move through a structured approval workflow. Every state change is recorded in an append-only audit ledger with hash chaining.
- Task approval workflow with maker-checker support
- Portfolio versioning on every rebalance
- Append-only audit ledger with hash chaining
- Export transactions as CSV for RTA submission
Billing & Invoicing
Commission management and GST invoicing
Track AUM trail fees, upfront commissions, and generate GST-compliant PDF invoices. Five pricing tiers adapt to your practice size.
- AUM trail and upfront commission tracking
- GST @ 18% computed automatically
- One-click PDF invoice generation
- 5-tier subscription plans (Pilot to Enterprise)
- Overage billing at just ₹30/month per additional client
Client Portal
Secure, read-only portfolio views
Issue token-based read-only links directly to clients. No login required — share via WhatsApp or email.
- Token-based access, no client login required
- 30-day expiry on all shared links
- Holdings, allocations, and advisory action feed
- Mobile-responsive for WhatsApp sharing