Every Capability You Need
for Wealth Management
Pick only what you need. Deploy in weeks. Every module is independently configurable — from digital onboarding to AI advisory to compliance reporting.
Digital Onboarding & KYC
From first visit to KYC-verified investor — fully digital, zero paper, available 24/7.
Video KYC
AI-assisted Video KYC with liveness detection — SEBI/RBI compliant, agent and self-service modes.
eSign & eMandate
Aadhaar-based eSign and NACH eMandate for SIP authorization — paperless end-to-end transaction approval.
Investor Risk Profiling
SEBI-mandated risk profiling questionnaire with AI-enhanced scoring — resident and NRI variants.
Bank Account Linking
Penny-drop verification and UPI VPA linking — single flow to link payment source for investments.
NRI Onboarding
Foreign address KYC, passport + OCI support, NRE/NRO account detection — fully FEMA-compliant flow.
AML / KYC Compliance
CERSAI, CIBIL, watchlist screening, FATCA/CRS self-declaration — all automated within the onboarding flow.
Product Marketplace
A curated, live product catalogue with real-time pricing, ratings, and transaction rails for every asset class.
Mutual Funds (10,000+)
All 44 AMCs, all scheme types — direct and regular — with live NAV, factsheets, and SEBI risk-o-meter.
Fixed Deposits
Bank and NBFC FDs with real-time rate comparison — standard, senior citizen, and NRE/NRO types.
Bonds & SGBs
G-Secs, Treasury Bills, corporate bonds, NCDs, and Sovereign Gold Bonds with ISIN-level research data.
NPS Tier I & II
Full NPS onboarding, PRAN creation, contribution processing, and annual statement integration.
Insurance
Term life, health, and ULIP products from partner insurers — embedded recommendation at the goal-planning stage.
PMS & AIF
Portfolio Management Services and Alternative Investment Funds for HNI customers — SEBI-regulated onboarding.
Portfolio Analytics & Reporting
The full picture — from individual fund performance to consolidated household net worth — in real-time.
XIRR & Absolute Returns
Fund-level and portfolio-level XIRR with absolute and annualized return computation — always current.
Asset Allocation View
Equity / debt / gold / real estate breakdown with current vs. target allocation and drift alerts.
Consolidated eCAS
Aggregated Consolidated Account Statement covering all folios across all AMCs — auto-pulled monthly.
P&L Statement
Realized and unrealized gains/losses per fund, financial year, and product category — export to PDF/XLS.
Tax Summary
STCG, LTCG, dividend income breakdown for income tax filing — with 80C/80CCD deduction tracker.
Benchmark Comparison
Fund and portfolio performance vs. Nifty, Sensex, category average — visualized over 1/3/5/10-year periods.
Advisory, RM & Goal Planning
RM Dashboard
Client 360 view, recommended actions queue, SIP calendar, AUM leaderboard, and activity tracking — all in one RM workspace.
Goal Planning Engine
Pre-built goal templates with SIP calculators, inflation adjustment, and milestone-linked fund mapping.
AI Recommendation Engine
ML-powered fund and product recommendations — personalized, explainable, and compliant with SEBI guidelines on robo-advisory.
Rebalancing Engine
Automated or advisor-triggered rebalancing — switch recommendations generated based on allocation drift thresholds.
Nudge Engine
Behavioral finance–driven nudges delivered via push, in-app, email, SMS, or WhatsApp — A/B tested and throttled automatically.
CRM & Client Segments
Segment customers by AUM, engagement, risk profile, product holding, or custom criteria — for targeted campaigns and outreach.
Infrastructure & Compliance
API Gateway
RESTful API layer with OAuth 2.0, rate limiting, webhook support, and Postman + OpenAPI documentation.
Order Management
SIP/lump sum/switch/redemption order routing via BSE Star MF and MFU rails — with T+1 NAV compliance.
Multi-Tenancy
Single platform serving multiple partners — with complete data isolation, brand configuration, and feature-flagging per tenant.
SEBI Reporting
Automated SEBI disclosures, AMFI reconciliation reports, and compliance dashboard for operations and legal teams.
Audit Logging
Immutable audit trail for every user action, order, and advice event — exportable for regulator inspection.
SLA & Monitoring
99.9% uptime SLA with real-time health dashboard, alerting, auto-scaling, and incident response runbooks.
Configure Your Exact Module Set
Talk to our solutions team and design a modular deployment that precisely matches your product requirements and compliance obligations.