The operating system for multi-product wealth
One platform for every product you distribute.
Mutual funds, AIF, PMS, equity, bonds, and insurance, with order management, valuation, commissions, CRM, and reporting built in from day one.
- 12Product classes on one book
- 16Modules in the platform
- 07Stages, onboard to earn
- 01Reconciliation a month, not three
- Mutual Funds
- AIF
- PMS
- Bonds
- Direct Equity
- Fixed Deposits
- Recurring Deposits
- NPS
- Insurance
- Real Estate
- BSE StarMF
- CAMS
- KFintech
- AMFI
- CVL KRA
- Fund administrator statements
- Custodian feeds
- Market data
Twelve classes above · connected at the API layer below, not by upload
The problem
Most practices run on four systems and a spreadsheet.
- 01
Mutual funds live in one platform. AIF, PMS and bonds live in Excel.
- 02
Commissions are reconciled by hand, once a month, late.
- 03
A client asks what they own. The answer takes three logins and an hour.
Six practices, one platform
Different books. One system underneath.
“I run my own practice”
Three things worth checking
Breadth is claimed everywhere. Here is where to look for it.
Every product class in one book
Twelve classes under one client record, valued on one run. Not nine logos on a features page with a mutual-fund product underneath.
One reconciliation, not three
The RTA feed lands and the book updates itself. Commissions compute daily and reconcile against the AMC file, with variances flagged rather than found.
Compliance built in, not bolted on
An expired EUIN blocks the order at entry rather than being rejected by the AMC two days later. KYC runs against the KRA inside onboarding.
Every product class.
- Mutual FundsOrdered, routed, valued and commissioned end to end
- AIFCommitments, drawdowns and NAV-based valuation
- PMSProvider statements reconciled into one book
- BondsAccrual and market price, corporate and G-sec
- Fixed DepositsBank and NBFC deposits, accrual valuation
- Direct EquityListed and unlisted, priced against market data
- NPSTier I and II corpus from CRA feeds
- InsurancePremium and sum assured tracked on the book
How we charge — stated plainly.
- One per-firm subscription. Everything in one licence.
- The price never scales with your AUM.
- No revenue share. No basis points. Ever.
- The number is quoted on your demo — and it holds.