Advising with
Intelligence.
We turn your CAMS and KFinTech feed into a daily, actionable picture of the business — what grew, what's at risk, and what to do today.
Anatomy of Intelligence
Every module reads from the same clean book of record — folios, transactions, NAV — so the numbers agree wherever you look.
AI Dashboard
Signals today
Portfolio Valuation
Total AUM
Capital Gains
Realised FY26
SIP Book
Live SIPs
Investor Portal
Clients with access
Feed Health
Feeds clean
What slows most distributors down?
Not the advice. It is the hours around it — reconciling two RTA feeds, rebuilding the same statement, and answering questions a client could have answered themselves.
Two RTAs, one book
CAMS and KFintech arrive in different shapes, so the same client looks like two people until someone stitches them together.
The spreadsheet in the middle
Every valuation, gain figure and review pack passes through a workbook only one person in the office fully understands.
Statements on request
A client asks for last year's capital gains and it becomes an evening of exports, formatting and re-checking.
Families counted twice
Husband, wife and HUF sit in three folios with no household view, so nobody can answer what the family is really worth.
Errors found by the client
A missing folio or a stale NAV surfaces in a review meeting instead of on the day the feed broke.
Clients with no window in
Every balance check, every SIP question and every statement comes back to you as a WhatsApp message.
What IntelliWealth delivers.
Every screen below is live in the product today — not a roadmap.
Every report your client asks for
Eighteen reports off one clean book, for a person, a household or your whole business — each one downloadable as PDF or Excel.
Portfolio valuation
What is held today, what it cost, and what it has become — folio by folio.
P&L and asset allocation
Gain against what went in, and the split across equity, debt, hybrid and liquid.
Capital gains and FY-wise
Realised short and long term for any financial year, ready for the client's CA.
Transactions and folio master
Every purchase, redemption and switch, searchable by folio, fund or description.
SIP, STP and SWP
What is live, what lapsed this month, and what is due in the weeks ahead.
Dividends and maturity
Every payout and redemption the funds made, per folio and per year.
Clients and households, in one place
Open a client or a family and land on their money, not a form. Households roll up across members, so a family total is a click rather than a sum in your head.
Client master and Client 360
KYC, bank, nominee and contact details beside the portfolio they belong to.
Families that add up
Husband, wife and HUF under one household, with each member's share of it.
Onboarding
New clients captured once and checked before they reach the book.
Engagement
Reach a segment of clients over email or WhatsApp, from the same list you filtered.
Clean data underneath, a portal on top
CAMS and KFintech feeds and CAS files reconciled into one book every day — then handed straight to your clients in a portal of their own.
Daily RTA feeds
Both registrars folded into one record, so the same client is never two people.
CAS import
A client's consolidated statement read in and matched against what you already hold.
Feed health
A broken or late file is flagged to you on the day, not found in a review meeting.
Investor portal
Your clients see their funds, SIPs, gains and statements — and stop asking you for them.
They stop asking you.
Your clients open their own portfolio, under your name — so the balance checks and statement requests stop landing on your phone.
Their whole portfolio
Value, gain and returns, current to the latest NAV.
SIPs at a glance
What is running, what is due next, and what stopped.
Tax, ready to file
Capital gains for any financial year, one tap to download.
The whole family
Every member's holdings together, in one household view.
From raw feed to a live book.
Every screen reads from one reconciled book of record — so the numbers agree wherever you look, and they are never a month old.
01 · ARRIVES
Every feed, every morning
Registrar files, scheme data and your clients' own statements land on their own.
02 · RECONCILED
Checked before it counts
Both registrar formats are normalised and every file is checked against what it claims.
03 · LIVE
On every screen, at once
AUM, flows and SIP health recompute the moment a feed lands — nobody has to run a report.
Ready before they ask.
Folio-level statements straight from the feed — no spreadsheet in the middle, no evening spent formatting.
A client, a family, or the whole book
Pick who it is for — the same report works at every level.
Any financial year, any date range
Gains for the year the client files, transactions for the months they ask about.
PDF or Excel, in one click
Hand it over as a statement, or open it straight in a spreadsheet.
Live in a week.
Onboarding is a checklist, not a project. You connect the feed and invite your team — we do the reconciling.
Go-Live Checklist
Day 1
Connect your feed
Point your CAMS and KFinTech mailback at us and add the file passwords.
Days 2–3
Every folio mapped
Clients, families and folios matched into one book, and checked by us.
Day 4
Your team, your roles
Add your staff and give each person only what their job needs.
Day 7
Live
Your book, your reports and your clients' portal, switched on.
Your whole book, clean and live — by next week.
Register your firm to get started, or sign in to see your own portfolio.