Four surfaces, one ledger. One source of truth.
Zyphr MF is the operational layer between AMFI fund data and your existing RTA workflow — analysis, suitability, execution and audit, in one continuous trace.
30-day guided trial · 50 clients · full Growth-equivalent features
Daily fund scoring
Score every fund in your universe daily on Sharpe, Sortino, Calmar, peer rank and consistency. Refreshed automatically from AMFI NAV data.
18 coded SEBI rules
Concentration, churning, ELSS lock-in, suitability, KYC currency. Every recommendation runs the gate before it reaches a client conversation.
RTA-ready exports
One-click CSV in BSE Star MF or MFU shape. Place the trade in the portal you already use — Zyphr captures the round-trip into the audit ledger.
Append-only ledger
Hash-chained record of every advisor action: recommendations issued, approvals granted, exports downloaded. Inspector-ready, always.
| Holding | Folio | Current value | XIRR | Score | Status |
|---|---|---|---|---|---|
| Parag Parikh Flexi Cap · Direct | SHA-77421 | ₹4,82,150 | 14.2% | 92 | On track |
| HDFC Mid-Cap Opp · Direct | SHA-77422 | ₹2,64,890 | 12.8% | 88 | On track |
| Axis Small Cap · Direct | SHA-77423 | ₹1,18,420 | 9.1% | 71 | Review · concentration |
| SBI Small Cap · Direct | SHA-77424 | ₹91,300 | 8.4% | 68 | Switch suggested |
From AMFI data to RTA-ready handoff.
Three steps, every one auditable. The same flow that runs in production every day for early advisors.
- 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
Get started
One ledger for analysis, compliance, and audit.
Bring your real client list and run a real scan in the 30-day guided trial — no card needed to start.