25+ advisor-ready baskets by risk profile, horizon and tax regime — Safe Harbour, Capital Anchor … Aggressive Accumulator, Legacy Builder. Each card carries fund count, risk, horizon, tax regime and weighted 3Y CAGR, and turns into a proposal or plan in one click.
Constituent funds — category, allocation %, 3Y return, expense and AUM — plus asset allocation, equity market-cap mix, sector exposure, top-stock exposure and portfolio overlap across the funds.
Know exactly what you are recommending — no trusting the label. Turn it into a proposal in place.
Advisory will grow to let you build a bespoke portfolio from scratch — structured allocation tailored to a specific client — alongside the live model baskets. Portfolio Construction is upcoming; model baskets, analytics and backtesting are live now.
Advisory is where four suites feed in and one recommendation flows out to execution — the synthesis stage between analysis and the transaction.
From analysis to a defensible recommendation — without the manual build.
Advisory supports advisor judgment — it doesn’t replace it. Recommendations are built from the client’s own risk profile, holdings and validated research; the resulting records are documented and retained — explainable and defensible later.
Build a proposal, start from a ready basket, and validate it — all in one place.
The short, honest answers — no sales call required.
Advisory is the synthesis stage — where client data, risk profile, portfolio analysis and fund research converge into an actual recommendation. It structures the recommendation step itself: build a client-ready proposal with the guided builder, or start from one of 25+ ready model baskets, then validate it with a historical backtest before you advise. It is the Investment Engine pillar.
Yes. The Proposal Builder is a guided flow — name the plan, set the amount (one-time and/or monthly SIP, expected return and duration with a live projected corpus), then pick schemes with a live allocation tracker. The output is a clean, branded, client-ready proposal, produced in minutes instead of hand-built scenario docs.
25+ advisor-ready baskets by risk profile, horizon and tax regime — from Safe Harbour and Capital Anchor to Aggressive Accumulator and Legacy Builder. Each shows fund count, risk, horizon, tax regime and weighted 3Y CAGR, and turns into a proposal or plan in one click. Filter by tax regime, risk and horizon.
Yes. Basket Analytics gives full look-through — constituent funds with category, allocation %, 3Y return, expense and AUM, plus asset allocation, equity market-cap mix, sector exposure, top-stock exposure and portfolio overlap across the funds.
Yes. Backtest any basket against historical data — set the amount per installment, date range, rebalancing frequency and SIP or lumpsum — and get invested vs final value, cumulative return, XIRR, max drawdown, volatility, Sharpe, Sortino, a value-growth chart, a ranked drawdowns table and EoY vs monthly returns vs benchmark.
Advisory is the convergence point. Client Management, Risk Profiling, Portfolio Intelligence and Mutual Fund Research feed in; one documented recommendation flows out to Transactions for execution. It is not a standalone tool — it structures the recommendation step between analysis and execution.
Portfolio Construction — building a bespoke portfolio from scratch with structured allocation tailored to a specific client — is on the roadmap, alongside the live model baskets. Model baskets, basket analytics and historical backtesting are live now.
20 minutes, no slides — just the product on your own data.
