Your planning spreadsheet, replaced.
Run India-tax-accurate, 30-year plans with correlated Monte Carlo and stress tests — and hand every client a branded readiness report in minutes, from one console.
Why advisors switch
India-tax-accurate engine
HRA, 80C, 24(b), LTCG indexation, NPS, EPF/PPF, crypto VDA — modelled correctly, so your numbers hold up in client meetings.
Real risk analysis
Correlated Monte Carlo and 8 stress tests turn 'trust me' into a probability your client can see.
Branded client reports
Generate a polished, white-labeled PDF in minutes — and share a read-only link clients can open without logging in.
One console, every client
Bulk-import your book, switch into any client's workspace, and manage plans from a single dashboard.
You stay the adviser
You're the registered IA; we're your software. Built-in audit log, consent capture and disclaimers keep you compliant.
Set up in minutes
Invite a client by email or CSV; they claim their profile on first sign-in and re-consent to your access.
Advisor plans
Win and keep clients with better plans.
Try it with your next client meeting.
Start your advisor trial