Everything your practice needs. Switched on for your firm.

Leads from your website, campaigns and referrals land in one list, with sync logs so none are lost.

Leads and opportunities move through stages your team can see at a glance.

Call logs, notes and meetings kept with the lead or client they belong to.

Each family in one profile: members, accounts, holdings, goals and conversations.

Clients sign up on their own in your firm's app, with a one-time code. No password to forget.

Pull a client's KYC record during sign-up. Switches on once your KYC vendor account is connected.

See where each client's KYC stands, inside the onboarding flow.

A risk questionnaire your firm can make mandatory.

Your investor charter, shown during onboarding where your firm turns it on.

The details your onboarding needs, in one structured form.

A dedicated onboarding step for regulatory details, for every client.

Your firm's agreement template, signed during onboarding where it applies.

Agreements and forms signed digitally with Aadhaar-based e-sign.

Set how an advisory client pays your fee, through UPI AutoPay or bank transfer. Switches on once your payment vendor is connected.

Open the client's BSE StAR MF or NSE account (UCC) and MF Utilities account (CAN) from the platform.

Register eNACH, NACH or UPI AutoPay mandates for SIPs and fees.

Each new client gets a welcome email when onboarding starts.

Personal details, family, bank accounts, address and contact.

Record goals, plan for them and track progress, projected against actual.

Assets, liabilities and insurance, from feeds, statements, the account aggregator or manual entry.

Income and expenses, so plans start from real numbers.

A financial plan your clients can follow.

Set and review the family's allocation.

Record the suitability check behind each recommendation.

Capital gains tax, child education, lumpsum and SIP, retirement, SIP target, SIP to SWP, step-up SIP and step-up SIP target. Results are illustrative.

Everyday and retirement expense trackers for the client.

Mutual funds, equities, PMS, AIFs and other assets, grouped for the family.

Folio-level holdings, allocation and performance, with XIRR.

See how a portfolio splits across plan types.

Every transaction with its details, for you and your client.

Values updated daily from NAVs, with an on-demand refresh.

A view of the assets your firm advises on.

Reports your team can run, brand and share with clients.

Purchases, SIPs and other systematic transactions, with BSE mandates.

Transactions, systematic transactions and mandates, plus UCC creation.

Account opening, mandates, transactions and systematic transactions.

Start, pause, step up and stop SIPs, and see every instalment.

Every order and its status, from placed to allotted.

Clients can buy, start a SIP or redeem themselves, where your firm switches it on.

Every order batch and what needs attention, in one view.

Clients pay through payment links and mandates. The platform does not hold client money.

My tasks, client tasks and team tasks, in one place.

Daily CAMS and KFintech feeds bring holdings and transactions in.

Read a client's consolidated account statement (CAS PDF) to bring holdings across.

Match orders and holdings to registrar feeds, folio by folio.

Failed orders, reconciliation breaks and expiring mandates in one queue.

Schemes, AMCs, team members and settings, maintained in one place.

Meetings and minutes of meeting, shared with the client.

Advice your adviser has written, kept with the client.

What the client needs to do next: tasks, meetings and, for advisory clients, advice.

Statements, agreements and documents, kept with each client.

With the client's consent, bring in accounts held elsewhere: bank selection, consent and data fetch.

A chat room between your team and the client.

Support and notifications for the client.

The client sees who their adviser or distributor is.

AUM, flows and revenue trends across the book.

Trail brokerage by AMC, scheme and client, from the registrar files.

Advisory fees calculated, invoiced and tracked to collection.

Each person sees what their role needs, and nothing else.

The identity block and the standard risk warning cannot be edited out of templates.

Assets, client families, SIP book, net sales, flows and book composition.

Revenue and, for advisory firms, fee collection.

Families at risk, concentration and drift, so reviews start in the right place.

Where every new client is in onboarding.

Team workload, reviews due, plan health and data quality.

Add a client, place an order, renew mandates and export, from the dashboard.

Net worth, goals, allocation, cover and loans, statements and next actions, in your client's view.

A client brief before the meeting, and a summary with actions after it.

Drafts the review for your team to edit and approve.

Drafts reminders, SIP and birthday messages for approval.

Flags reconciliation breaks, KYC expiry and missing documents.

Answers your team's questions from your firm's own client records.