Run every client family from one office
For advisors, wealth managers, family offices, distributors and accountants who look after other people's investments, in India today and across the Gulf, UK and US next.
Your office, your clients, your rules
Each office gets its own space. You add client families and their accounts, decide who can sign in, and see only your own clients.
- Client families and accounts under your office
- Optional logins for a family head or a single member
- Staff logins, with a sign-in code by email always on
- Trade approvals: staff entries checked before they count
Client families
| Family | Accounts | Value |
|---|---|---|
| Mehta | 14 | ₹2.47 Cr |
| Patel (Surat) | 9 | ₹1.12 Cr |
| Desai | 6 | ₹84.6 L |
| Shah HUF | 3 | ₹61.0 L |
Less data entry, fewer client calls
The work that eats an advisor's week, done by the software.
Contract notes, read for you
Password-protected PDFs opened with the client's PAN and date of birth, checked against the note's totals, and matched to the right account.
Duplicates caught
The same file or the same note number twice is spotted before it reaches the books.
Statements with your name on them
Your logo, office details and colours on every PDF and Excel report you send.
Broker ledger, reconciled
Upload the broker's zip and every bill is matched to its contract note. Differences in amount, missing notes and holding mismatches are listed for you to sign off.
A record of everything
Every sign-in, change and download, with old and new values. Useful when a client asks who changed what.
Brokerage and interest
Set a default brokerage per client and charges are worked out on every trade. Interest on debit balances shows in the Ledger with Interest report.
Coming next
Clients in more than one country
Many of your clients hold money in India and abroad. Wealth Plus is adding holdings in the UAE, US, UK and Europe, totals in each client's currency, and Wealth Plus Fintech AI, which drafts review notes for your team to check.
For firms in the Gulf
Wealth managers in Dubai and Abu Dhabi serving Indian and international families: tell us how many client families and which brokers they use, and we'll plan your setup with you.
For chartered accountants
Clients send a folder of contract notes or a tradebook. You need capital gains by PAN, in the return's format, by July.
- Gains for each PAN, with the 31 January 2018 cost rule applied
- Intraday, delivery and F&O separated
- Dividend and interest income with TDS
- Reports in Excel to work on, and PDF to file
How offices are priced
One office licence covers your staff, with a number of client families and accounts set to your practice. Ask for a quote; there is no set-up fee.
Your family's wealth, every country, one place
Indian investments work today. Join early access for other countries, currencies and Fintech AI as they open.