5 AI analysts for every mutual fund decision you make.
Multi-agent research, tax-loss harvesting, goal-based SIPs, CAS import — in one place. Built for Indian RIAs and serious investors. Free to start, ₹999/month to unlock the AI.
✓ Live NAV from AMFI ✓ Live AUM/TER from Kuvera ✓ Post-2024 tax rules
"...the fund's 100% rolling 3Y consistency suggests reliable wealth creation through cycles."— sample synthesis
Built for the work RIAs actually do
Each tool replaces 4–6 hours of manual research per client per month. Pricing is per-RIA, not per-client.
Multi-agent fund research
Fund Analysis · Performance · Composition · Macro — synthesised into Buy SIP / Hold / Switch / Exit.
CAS import (NSDL · CAMS · KFin)
Drop the CAS PDF, type the password. Holdings auto-parsed and ready for tax + goal analysis.
Tax optimizer — post-2024 rules
₹1.25L LTCG exemption harvest, ELSS lock-in tracker, debt slab-rate flags, FY-end action list.
Goal planner
Inflation-adjusted target, required SIP, gap analysis, allocation by horizon. Pure RIA math.
Live AUM · TER · Manager
Real-time fund metadata sourced from Kuvera's open API — dated to the monthly TER disclosure.
Branded PDF reports
Every research run produces a watermarked PDF in your firm's brand. Send to clients in one click.
5 founding RIA seats at ₹3,999/month for life.
In exchange: testimonial + 30 min feedback per quarter. Sign up and message us in the dashboard.
Claim a founder seat