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 sign in to their own funds, SIPs, gains and statements — under your name, on their phone. Every figure is the one your book says, the moment it changes.
Numbers, live.
Your whole book on one screen — AUM, net flows, SIP health — recomputed the moment a feed lands, not once a month when someone remembers to run the report.
Every source. One book.
CAMS, KFinTech and AMFI land every day. We normalise both RTA formats, reconcile every file against what it claims, and keep a single clean book of record underneath every screen.
Verified
Reconciled daily · one record per client
Insights need clean data.
Every file is validated and reconciled before it reaches a report. If the feed is off, you hear it from us — not from a client.
Every report your client asks for.
Portfolio valuation, capital gains, transactions, SIPs and FY-wise statements — folio-level, straight from the RTA feed, and ready to download as PDF or Excel. No spreadsheet in the middle.
A copilot on every
screen.
Ask in plain language — “which SIPs stopped this month?” — and get the answer with the clients attached, ready to act on. Never a dead end that says “here are the numbers”.
Live in a
week.
Onboarding is a checklist, not a project. Connect the feed, map the folios, invite your team — we do the reconciling.