We are glad to announce the launch ADVISOR X App

Equipped with exciting features like Video KYC, Send Valuation & Tax Package Reports directly on Client's Whatsapp and manymore...

Download Advisor X

FREE Research & Financial Calculators for all MFDs!

To get full access, generate the inquiry from the app, our sales team will reach you within a few minutes!

Video KYC !

Instant full video KYC by invitation link for clients present in any part of the world.

Place MF Transactions !

Advisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor.

Reports on Whatsapp !

Advisor gets the capability of sending various reports like Valuation, Capital Gain, Transactions & FY wise transaction on whatsapp in a few clicks!

Goal GPS !

Track Goal achievements of the client with required return and current return via Mutual Fund Software for IFA comparison mapped and additional required investments!

Portfolio Analysis !

Analyze asset allocation, top equity & debt holding, sector exposure, XIRR returns, Profitability of portfolio on go, send portfolio report to clients on Whatsapp!

Research !

Searching for best SIP or top ELSS funds was never so easy, get various NAV Based calculators and income tax estimator only on Advisor X !


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