Closing the gap between retail apps and professional advice
We believe India's mutual fund distributors and registered investment advisors deserve tools as sophisticated as the institutions they compete with.
Our Mission
To give every financial advisor in India an AI-powered analytics platform that turns raw portfolio data into clear, defensible, client-ready advice — in minutes, not days.
Our Vision
A future where the quality of financial advice no longer depends on the size of the firm — where a solo MFD can deliver reviews as rigorous as a global wealth manager.
20+
Advanced KPIs
₹2,400 Cr+
AUM analysed
5
Wealth Health sections
3 min
Avg. report time
Principles behind the platform
Advisor-first
Built for the depth professionals need — not simplified for retail self-monitoring.
AI with accountability
Every insight is grounded in computed metrics and fully explainable, never a black box.
Institutional rigor
The same quant lens used by fund houses, made accessible to independent advisors.