Democratize Wealth with Intelligent Platforms
India has 140M demat accounts but only 3% of the population invests in mutual funds. The opportunity is enormous — but capturing it requires platforms that simplify onboarding, personalize advice, and automate compliance. We build the tech layer that makes wealth management scalable.
Wealth Management Growing Pains
Scaling from hundreds to thousands of clients exposes cracks in advisory platforms built for a different era.
Manual Onboarding Friction
KYC, risk profiling, and mandate setup still involve paper forms and wet signatures — losing digital-native investors at the first step.
One-Size-Fits-All Advice
Most platforms offer the same 5 model portfolios to every client, ignoring individual goals, tax situations, and risk appetite.
Manual Rebalancing
Advisors track rebalancing triggers in spreadsheets. By the time they act, the drift has already impacted returns.
Fragmented Data Sources
NAV feeds, market data, CDSL/NSDL holdings, and CAS statements live in different systems with no unified view.
SEBI Compliance Burden
Suitability checks, transaction reporting, and RIA disclosure requirements create a compliance overhead that grows with every client.
Client Engagement Gap
Investors expect a Zerodha-like experience but get PDF reports emailed once a quarter. The engagement gap drives churn.
Wealth Platform Solutions
Build, run, and scale a digital wealth platform without assembling 20 different vendors.
Building a wealth platform? Let us talk.
Get a free architecture review and see how we can accelerate your go-to-market by 3-4 months.
Wealth Platform Performance
Metrics from wealth-tech platforms built and scaled on our infrastructure.
Value Drivers
Three capabilities that drive the most impact for wealth platforms.
Wealth Compliance Standards
Regulatory compliance built into every transaction, not bolted on after the fact.
Why Wealth-Tech Firms Choose Us
We understand the nuances of Indian capital markets — not just the technology.
Build Your Wealth Platform Faster
Share your vision and we will show you a working prototype in 2 weeks.
Case Study
How a WealthTech Startup Grew AUM 4.2x
A SEBI-registered investment advisor with ₹2,000 Cr AUM wanted to scale from HNI clients to mass-affluent investors. Their legacy advisory platform could not support goal-based investing, automated rebalancing, or mobile-first onboarding.
The Problem
The RIA was hitting a growth ceiling with their existing setup:
Our Approach: We built a white-label wealth platform with digital onboarding (eKYC + e-NACH in under 3 minutes), goal-based robo-advisory with automatic rebalancing, a branded mobile app with real-time portfolio tracking, and automated SEBI compliance documentation. Each advisor now manages 300+ clients. The platform launched in 11 weeks and reached ₹8,400 Cr AUM within 24 months.
Read Full Case StudyWhat Our Clients Say
“We went from 80 clients per advisor to 300+ without compromising on advice quality. The robo-advisory engine handles the heavy lifting.
“Our investor app has a 4.7-star rating. Clients love the real-time portfolio view and goal-tracking features. Churn dropped to 8%.
“Tax-loss harvesting alone saved our clients ₹12 Cr in LTCG taxes last financial year. That is a tangible differentiator.
Frequently Asked Questions
Yes. The platform supports both SEBI-registered Investment Advisors (fee-based) and AMFI-registered Mutual Fund Distributors (commission-based) with appropriate compliance workflows for each.
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