AI that plans like an
Advisor. For Millions.
The patented planning OS that makes expert-grade financial planning infinitely scalable.
Built to do what no advisory team can.
Three capabilities that compound — the more it runs, the better it gets.
Plans in minutes, not days.
Agentic AI drafts a complete, household-level financial plan from a single input — goals, income, assets, risk profile — in minutes. Every plan verified for math, compliance and coherence before it ships.
One platform. Unlimited clients.
Eight regulated tools — KYC, payments, MF execution, portfolio pull, Account Aggregator — wired into a single AI agent. Serve thousands of clients simultaneously without adding a single person.
Gets smarter with every plan.
Every advisor correction becomes labeled training data. A proprietary corpus — 70,000 users, ₹570 Cr in assets, ₹17,000 Cr in goals planned — that compounds with every interaction.
Five years of financial planning intelligence.
One unified platform.
Consumer app. Advisor dashboard. Enterprise workflow engine. All wired into regulated Indian financial rails — and running today.
Questions? We have answers.
Everything about how the platform works — under the hood, end to end.
The platform runs on a patented planning engine that drafts complete, household-level financial plans — goals, risk profile, asset allocation, cash flow — from a single input. Every plan is checked for math, compliance and coherence before it reaches an advisor or client.
The architecture is modular by design — consumer app, advisor dashboard, and enterprise workflow layer sit on a shared backend, plan engine, and AI orchestration layer. Each can run independently or as a unified stack.
iOS, Android, and Web on a single Flutter codebase. Cloud-native, built to scale to millions of concurrent users without re-architecture.
Proprietary AI models trained on real Indian household data, protected under Patent No. 401295. Tested against every major frontier model on financial planning, investment suitability, and conversational quality — and outperforms them all.
Bank-grade, end-to-end encrypted, with role-based access and immutable audit trails built in. Operates on regulated Indian financial rails — KYC, KRA, Account Aggregator, AMFI — under ARN-174030.
Live integrations with BSE, NSE, MF Central, CAMS, KFin, and Account Aggregator. Eight regulated tools are wired directly into the AI agent — KYC, payments, MF execution, portfolio pull, and more.
Still have questions?
Contact our team