Not a CRM. · Not tips. · Not research. A behavioural mirror.

The report that closes your next client.

Upload any prospect's tradebook and holdings. AdvisorGrow hands them back a printed mirror of their money behaviour — every FOMO buy, every panic sell, every rupee it cost. You don't pitch. You just sit next to the report.

Or preview the outputs: View Snapshot View Full Report
First client report is free ₹4,999/year after that
Built for SEBI-registered RIAs · MFDs & ARN holders · Insurance Advisors & IRDAI Brokers
detected₹3,74,829
vs Nifty+5.6%
flagged6 risks
radarHigh on 3 axes
gap₹6.2 Cr
correctable+₹1.8 Cr
this week4 actions
range₹1.7 – 4.4L
Abhishek K.
COST OF HABITS
₹3,74,829
11 patterns flagged over 3 years, 7 months
📈
FOMO Buy72/100 · strong habit
₹90K
🧺
Sector Concentration70% in Banking
₹76K
Low-turnover disciplineclassic buy-and-hold
+5.6%
Profile
Equity (67)
MF
Your financial snapshot
Financial Profile Health
Six data-driven checks on
your overall financial profile
Inflation Retirement Insurance Emergency Debt Savings
Mirror
Projections
Action
Path A
Current trajectory
Same pace, same habits —
money growing but leaking
🐢
As you invest today
10 YRS
₹59.6L
₹27.6L real
20 YRS ★
₹2.4 Cr
₹52.5L real
30 YRS
₹8.2 Cr
₹81.5L real
Path B
Behaviour corrected
Fix FOMO, panic selling,
SIP stoppages — same investment
🏃‍♂️
+₹1.8 Cr extra at 20yr
10 YRS
₹1.0 Cr
₹48.1L real
20 YRS ★
₹4.3 Cr
₹91.5L real
30 YRS
₹14.3 Cr
₹1.4 Cr real
Mirror
Projections
Action
Personalised action plan
Abhishek, 11 things to fix. Start with one.
Habit cost est.
₹1.7 – 4.4L
Do this week
4 actions
Do this week · highest impact
📅
Block out Budget and RBI days
6 trades within 3 days of major events
₹56K – 1.5L
habit cost
What to do
Mark Budget day, RBI meeting and election results with a note: "No trading." Let the news settle for 48 hours.
Works with ZerodhaAngel OneGrowwUpstoxICICI Direct NSDL CASCDSL CAS CAMSKFintechmutual-fund statements Policy detailslife, health, term, ULIP — any insurer
What advisors are saying
"I closed 8 of 10 prospects in a week. They couldn't argue with their own data."
— Early-access advisor, Mumbai
What it is

Every tool sells you advice. This one sells your client to you.

AdvisorGrow doesn't tell you which fund to pick, which stock will run, or what the Nifty will do next week. Those are easy to find and hard to monetise. This does the one thing nothing else does — it makes a prospect confront their own money behaviour.

Not a CRM.
You already have a way to store names and numbers. Another pipeline view won't change what happens in the meeting.
Not a tip service.
Stock recommendations don't close clients. "Here's what's wrong with how you've been trading for 3 years" does.
Not a research tool.
You're not short on market data. You're short on a deliverable that makes a stranger hand you their portfolio.
What it is
A mirror. You hold it up. They decide to change.
How it works

Three steps. One meeting.

Meant to fit inside a single prospect conversation. Upload while they pull up their broker account. Generate while you drink your chai. Hand them the report before they stand up to leave.

01
Upload.
Broker CSVs from Zerodha, Angel One, Groww, Upstox, ICICI Direct. NSDL and CDSL CAS PDFs for holdings. CAMS and KFintech statements for mutual funds. Drag, drop, done.
Under 30 seconds
02
Analyse.
17 behavioural patterns. 10 profile risks. Alpha vs Nifty. Portfolio turnover. Every finding sourced to published research, every cost estimated in rupees.
Done on device
03
Hand over.
A branded PDF with your logo, your letterhead, your tone. Share it over WhatsApp. Print it. Email it. Prospects tend to not forget what they just saw.
Your branding
What gets audited

Twelve of the twenty-seven things we look for.

Every upload runs through 17 behavioural pattern detectors and 10 profile risk checks — including life cover, critical illness, personal accident, asset allocation, portfolio turnover, and alpha vs Nifty. Each finding is rupee-costed and research-cited. Here's a sample of what the app catches.

📈
FOMO Buy
Bought near 52-week highs after the rally
😱
Panic Sell
Sold during short market dips that recovered
⚖️
Disposition Effect
Sold winners fast, held losers too long
🧺
Sector Concentration
Too many holdings in the same sector
🛡️
Life Cover Gap
Cover below 10× annual income — dependents exposed
📉
Averaging Down
Kept buying as the stock kept falling
🚀
IPO Chasing
Bought inside the post-listing hype window
📅
Event Reaction
Traded around Budget, RBI, election news
🛑
SIP Stoppage
Paused SIPs during falling markets — the wrong moment
🌟
Value Buy Instinct
Bought near 52-week lows — smart contrarian discipline
Low-Turnover Discipline
Buy-and-hold style — less friction, more compounding
🏆
Alpha vs Nifty
Beat the index with earned, documented gains
+ 15 more checks — Jobbing/Churning, Revenge Trading, Dividend Miss, Recency Bias,
Round Number Exit, Emergency Fund Gap, Critical Illness Cover, Personal Accident, FD Erosion, and more
Also audited
Your prospect's full asset allocation — in one glance.
Total ₹48.2L
Equity
48%
Mutual Funds
24%
Fixed Deposits
14%
Gold
8%
Cash
6%
Over-concentrated in equity for the prospect's age and dependents. Flagged automatically.
Two report formats

One mirror. Two sizes.

A Snapshot for the first meeting, when you need something short, punchy, and memorable. A Full Report for the follow-up, when you want to walk through it page by page. Both are generated from the same audit — you just pick the format.

Format 01
Snapshot
One A4 page. Exec summary, top 3 habits, alpha line, a cost-of-habits hero number. Designed to be handed over at the end of a meeting — or shared on WhatsApp in under a minute.
Pages
1
Read time
90 sec
Format
PDF
  • Top cost-of-habits hero number
  • Top 3 biases flagged
  • Alpha vs Nifty 50
  • Your branding + contact
View sample Snapshot
MOST USED
Format 02
Full Report
Up to 20 pages. Cover, exec summary, habit-by-habit pages with trade-level evidence, profile health radar, projection charts, research citations, action plan. A document a prospect keeps on their desk.
Pages
up to 20
Read time
12 min
Format
PDF
  • Full 17-bias audit with rupee cost per finding
  • Trade-level evidence for every pattern
  • Profile health radar + 10 profile alerts
  • Research footers (Odean, Ilmanen, SEBI, NSE)
  • Action plan with weekly/monthly habits
  • Advisor cover letter (optional)
  • Watermark, divider colours, full curation
View sample Full Report
Pricing

One plan. No tiers.

Unlimited client reports, both formats, full curation, your branding. No per-client charge. No add-ons.

Try it first
First client report, free.
Full Snapshot + Full Report. No credit card. No email wall. Just download, run one client, decide.
Then, if you stay
₹4,999
/ year
Introductory · limited
Unlimited client reports — Snapshot + Full Report
Upload your logo + firm branding on every report
Share directly to WhatsApp, email, or print
All future updates at this price
Client data never leaves your phone
Works with every major Indian broker + CAS
Questions

What advisors ask first.

Is client data sent to your servers?
No. Every upload is parsed and analysed on-device. The PDF is generated on your phone. We don't store, transmit, or see any client file. You carry no compliance risk of "another party holding my client's tradebook."
I'm an insurance advisor — is this for me?
Yes. AdvisorGrow audits the prospect's full financial picture — investments, savings, asset allocation, and insurance cover. The Full Report flags life cover gaps, critical illness shortfall, and personal accident exposure with specific rupee numbers. Walk into a meeting with a prospect's complete audit and the term/health/CI conversation opens itself — you're identifying a real gap, not pushing a product.
iOS when?
Android first. iOS is on the roadmap — join the waitlist in the app and we'll notify you when it ships.
Do I need technical skills?
No. If you can email a client, you can run AdvisorGrow. Upload the files, wait 90 seconds, share the PDF.
Is AdvisorGrow SEBI-registered?
No — and that's intentional. AdvisorGrow is a tool for you, the advisor. The advisory relationship stays between you and your client. Every report carries a prominent "Not SEBI-registered advice" disclosure.
What if I just want to try it once?
First client report is free. Both formats, full branding, no credit card required. Generate one, decide after.
Why ₹4,999 and what's the catch?
It's an introductory price while we onboard early-access advisors. If AdvisorGrow closes even one new client for you in a year, the math works. The price will rise for the next cohort — you keep whatever you paid going in.
Ready when you are

Hand your next prospect their own story.

First client report is free. No email wall. Download the app, pick a prospect, let the report do the talking.

Get it onGoogle Play