Deliver CIO-Level Advice to Every Client.
Scale your AUM with consistent, high-quality conversations. Zero advice drift.
100%
Brand consistency
Zero
Advice drift
CIO
Quality at scale
Advice Drift
Senior RM
“Maintain asset allocation - markets are volatile.”
Junior RM
“Perhaps it's good to move to debt.”
Junior RM
“I'll come back with a robust plan…”
CIO Standard
Strategic Advice
“Focus on Capital Preservation”
Strategic Advice
“Capture Structural Growth”
Strategic Advice
“Optimise for Volatility”
The RM Bottleneck
Inconsistent advice
Advice drifts across clients - shaped by RM experience, market depth, and bandwidth.
Reactive, not proactive
Market events trigger scrambling. Clients are left wondering too long.
No time to prepare
200+ relationships. Manual prep for each meeting is impossible at scale.
<10%
of client interactions get the preparation depth they deserve.
The AI Investment Committee
Not generic AI. Built on your data, your firm's view, your client's rules.
Synthesised Script
INSIGHT
Equity at 72%. 7% above mandate ceiling.
WHY
House rotating to large-cap value. Mid-cap stretched.
ACTION
Switch ₹8L from Mid-Cap Growth → Value Fund.
COMPLIANCE
Pre-validated. No suitability or concentration breach.
Every insight is specific to the client, consistent with the firm's philosophy, and compliance-checked before it reaches the RM.
Every RM's Day, Sorted
A prioritised, client-specific action list - so every RM knows exactly who to call, why, and what to say.
Maturing instruments
FDs and bonds approaching maturity - with reinvestment options pre-computed.
Market-impacted clients
News linked to sectors → holdings → clients. Automatically, in minutes.
Mandate alerts
Portfolios drifting toward breach. Flagged before it happens, not after.
Reviews overdue
Clients past their scheduled review cycle, ranked by AUM and engagement.
Engagement signals
Clients going quiet - declining logins, missed SIPs, reduced interaction.
Prioritised by urgency, client value, and relationship health. Re-ranked in real time.
Today's Priorities
3 meetings · 4 calls · 2 reviews
Rajesh Mehta
₹25L FD maturing in 5 days
Priya Sharma
Portfolio 8% above equity ceiling
Sunil Kapoor
Quarterly review overdue (45 days)
Anita Desai
Impacted by pharma sector correction
Vikram Singh
Birthday tomorrow - AUM ₹1.2Cr
Client Meeting Ready
From hours to seconds. An actionable brief for every client conversation.
Portfolio Snapshot
Performance summary, exposures, concentration risks - at a glance.
“Up 6.2% YTD. 38% large-cap equity. IT sector at 18% - watch concentration.”
Mandate & Compliance
Deviation flags, concentration checks, suitability validation.
“Equity at 72% - breaching 65% ceiling. Rebalance recommended.”
House View Alignment
Is the portfolio aligned with the CIO's current stance?
“House view overweight large-cap. Client at 12% vs 25% target. Suggest shift.”
Opportunities
Maturities, SIP step-ups, product gaps, reinvestment options.
“₹25L FD maturing in 12 days. Move ₹15L to equity MFs, ₹10L to debt.”
Talking Points & CTAs
What to say, what to recommend, and next steps ready.
“Suggest switching ₹5L from Fund A to Fund B. One tap to execute.”
A junior RM with this brief outperforms a senior RM working from memory.
Comprehensive. Compliant. Correct.
Portfolio review done right - every issue flagged, every action ready.
From Reactive to Proactive
Market event hits
RM hears the news late, scrambles to recall who's exposed. Clients are left without guidance.
All affected clients identified instantly. Talking points ready. Proactive calls go out same day.
FD / Bond maturing. SIP ending.
Proceeds sit idle. Client doesn't call. Opportunity to retain AUM missed.
RM reaches out 2 weeks ahead with a reinvestment plan matched to risk profile and tax bracket.
Portfolio drifting
Drift goes unnoticed. Breach persists until the next quarterly review cycle.
Drift tracked daily and flagged early. Tax-efficient rebalance ready for RM approval.
Client going quiet
Silence goes unnoticed for months. By the time RM follows up, AUM has already walked out.
Engagement score dips at 45 days. Re-engagement triggered well before churn risk sets in.
Win Trust with Evidence
Move from “Trust me” to “Let me show you.”
Scenario Analysis
Current Portfolio
-42%
Recovery: ~18 months
Proposed Changes
-12%
Recovery: ~6 months
Value Protected
30% Saved
Every recommendation becomes defensible. Every conversation, grounded in data.