Wealth platform — in 4 weeks.
Most wealth platforms take 6+ months to build. We've already built and shipped portfolio tracking + ML risk profiling + robo-advisory + SEBI-aligned order routing to BSE/NSE. INR 2,000Cr+ AUM tracked across our clients. 99.95% trade execution uptime. Your custom version: 4 weeks. Fixed cost. SEBI-ready.
Built for teams shipping in production
RIAs
SEBI-registered Investment Advisors offering managed portfolios.
Wealth apps
Mutual funds, equity, F&O — single-app multi-asset platforms.
Broker-dealer offshoots
Existing brokers launching a robo-advisory or PMS-lite product.
Three engagement sizes. One fixed price.
Transparent, public pricing. Annual billing saves 17%. We absorb the cost of bad estimates — that's our problem, not your invoice.
- Portfolio tracking + analytics
- Investor risk profiling
- Goal-based planning
- Auto rebalancing alerts
- Mutual fund order routing (BSE Star)
- Equity order routing (NSE/BSE)
- F&O order routing
- SIP automation
- Robo-advisory engine
- Model portfolios
- Human advisor handoff
- CAS import (CDSL/NSDL)
- Capital-gains tax reporting
- SEBI advisor compliance reports
- Audit trail + recordings
- White-label investor app
- Active investors5,000
- SupportEmail + Chat
Prices in USD. Approximate conversion. Final invoice in USD.
Pick the size that fits your stage
- Portfolio tracking + analytics
- Risk profiling
- Mutual fund orders + SIP
- Capital-gains tax report
- 500 investors
- Everything in Starter
- Equity + SIP + auto-rebalance
- Robo-advisory engine + model portfolios
- CAS import + goal-based planning
- 5,000 investors
- Everything in Growth
- F&O order routing
- Human advisor handoff
- White-label investor app
- Unlimited investors + 99.99% SLA
- Dedicated implementation
Live in 14 days
Discovery to production. We handle the heavy lifting; you focus on launch.
Discovery
Map your investor flow, advisory model, and order-routing requirements (MF / equity / F&O).
Configure
BSE Star / NSE / CDSL integration, model portfolios, risk-profiling questionnaire, branding.
Go live
Production rollout, regulator filings (if RIA), and 30-day go-live support.
Frequently Asked Questions
Yes — to offer investment advisory you need SEBI RIA registration. The platform is built for SEBI-registered entities; we don't provide the regulatory license, only the technical stack to operate one.
Often paired with this module
Engineered for regulated industries
Active operational standards across every OpenMalo product. Documentation available on request.
Data minimization, consent management, and right-to-erasure baked into every module. Audit logs exportable to regulators.
Tell us what you're building.
Describe your problem with wealth management. We'll respond in 24 hours with what we'd typically build, how long it'd take, and the fixed cost. No sales calls. No commitment.
- 30-minute walkthrough with a product expert
- Live module demo on your data, not a sandbox
- Pricing tailored to your volume + region
- No commitment, no follow-up spam
