Import what you already have
Bring an existing portfolio in from a spreadsheet and review every row before anything is committed.
Model portfolios
A subscription a client stays in for years, not a call they act on once
You decide the holdings and the weights. The platform does the rebalancing arithmetic, the per-client accounting and the statement — so the profit and loss your client sees reconciles with yours, to the rupee, without anyone reconciling anything.
Versionedevery publish is a version, with its own document
Real accountingweighted-average cost, per client, with history
Recurring revenuethe strongest reason a client renews
Publishing a version
- Large cap34▼
- Mid cap31▲
- Small cap20▲
- Cash15▼
One client's ledger, restated
Units held1,240→ 1,486
Weighted-average cost₹412.50→ ₹431.80
Audit events written7
The statement your client opens is built from these rows — not from a second calculation that has to be reconciled with them.
Step by step
How it actually works
No step here is a diagram. Each one is a screen, and each one leaves a record.
-
You build a portfolio and set the rules
The holdings, the weights, and who is eligible for it. A portfolio can be open to one package or several, and it carries its own configuration rather than inheriting somebody else's.
-
You publish a version
Publishing creates a version — not an edit in place. The previous state is not orphaned; it is restated correctly so that everything downstream still adds up. You can always see what version five said, and when it said it.
-
Every client is rebalanced against it
A plan is drawn up, lines are computed per client, runs are executed and every step writes an audit event. Each client can have their own rebalance configuration, with its own risk settings, so one client's constraints never distort another's.
-
The ledger keeps the truth
A managed-holdings ledger, with history, on a weighted-average cost basis. This is the part most platforms skip and the part that decides whether your client trusts the number in front of them.
-
And the client hears about it, in your name
The rationale goes out on WhatsApp, the version document by email, automatically. Daily performance and daily snapshots sit behind it, so the portfolio page they open tomorrow agrees with the message they got today.
In detail
What comes with it
The parts that take the work away
Each of these is a job somebody used to do by hand, every month.
A first draft of the rationale
Written for you to edit and sign. It never publishes anything by itself.
A document per version
Generated automatically and archived, so every client can be shown exactly what they were told.
Per-client auto-rebalance
Switched on per client, with its own settings, for the clients who want it.
Daily snapshots
So a question about last Tuesday has an answer that does not depend on anyone's memory.
A statement that reconciles
What the client sees and what you see come from the same ledger, not from two calculations.
The numbers
Figures we can stand behind
- 9%of each sale — model portfolios are a flat rate
- ₹99the minimum per 30 days of a plan
- 1:1the client's statement against your own ledger
- Dailyperformance and snapshots, retained
Questions
The things people ask us about this
How is this different from sending a list of stocks?
A list is a one-off. A portfolio is a position the client holds, that you rebalance, that has a cost basis and a return, and that produces a statement. It is the difference between a sale and a subscription.
Does the client's profit and loss match mine?
Yes, because there is only one ledger. Their view and yours are the same rows, computed on a weighted-average cost basis with full history.
What happens to old versions when I publish a new one?
They are kept, and the state that depended on them is restated rather than orphaned. Version five does not erase what version four said.
Can a client be rebalanced automatically?
Yes, per client, with its own configuration and risk settings — and only for the clients who choose it.
What does it cost?
A flat 9% of each sale, or ₹99 for every 30 days of the plan, whichever is higher. Unlike research, the model portfolio rate does not step down.
Next
This is one of five things you can sell
All of them on one checkout, one invoice and one set of clients.
See it running under your own brand.
Fifteen minutes, your logo already on it. If it is not obvious in fifteen minutes, it is not for you.
9% of each sale — a flat rate, with a ₹99 minimum per 30 days.
Model portfolios are included in the platform fee. The share does not step down on this one.