Built for the Indian market
Complete financial health, for every life stage.
One platform for advisors and investors — deep portfolio risk analytics for professionals, and lifelong wealth, tax and goal planning for clients.
Live risk metrics Bank-grade security
Two experiences, one platform
For Professionals
Manage your book, run institutional-grade portfolio risk analysis, and advise clients across every financial product.
- • Beta, Alpha, Sharpe & Value-at-Risk analytics
- • Multi-client AUM dashboard
- • AI-generated rebalancing advice
For Clients
See your complete financial picture — investments, net worth, tax, and life goals from your 30s to retirement.
- • Net worth & financial health score
- • Goal projections & retirement planning
- • Old vs New tax regime optimiser
Everything you need to manage wealth intelligently
Portfolio Risk Analytics
Beta, Alpha, Sharpe, volatility & VaR across stocks, MFs, bonds and commodities.
Life-Goal Planning
Retirement, education & property goals projected across every stage of life.
Indian Tax Optimisation
Old vs New regime comparison with 80C, 80D and HRA — instantly.
Financial Health Score
A single number capturing net worth, savings rate, debt and insurance adequacy.