The client-winning app for financial advisors.
Everything between a name and a signed client.
A client says call my brother-in-law — and then what? AdvisorGrow gives you a website they find when they look you up, a video intro so they see your face first, ten tools worth sending, and an alert the moment one of them bites. Then it turns their own portfolio into a 27-check report. You don't pitch. You sit next to the report.
Fill in your profile once. Everything goes live.
No website to build, no tools to stitch together, no setup project. You enter your details once and all of this exists — and your phone tells you the moment someone starts using it.
A website that exists before they ask for one
Your address is helloadvisor.in and your own mobile number. It is live the moment your profile is filled — nothing to build, nothing to host, nothing to renew.
- Your photo, firm name, credentials and practice areas, laid out properly.
- A standing strip showing years in practice, clients served and assets advised on.
- Call and WhatsApp buttons at the top, so a visitor never has to hunt for your number.
- Three themes to pick from, and a designed maintenance page if you ever switch it off.
Thirty seconds of you, before the first call
A prospect who has seen your face arrives at the call already half-convinced. Recording one takes about two minutes.
- Ten, thirty or forty-five seconds — English or Hindi.
- Your script appears on screen and you read it a line at a time. Any line can be retaken on its own.
- Subtitles, your name and firm, and a closing contact card are added for you.
- Recording and editing happen on your phone. Only the finished video is uploaded, so you can send it.
Proof written by your clients, not by you
The hardest thing to fake and the easiest thing to ask for. Send one link and the rest happens without you.
- Your client writes the review on their own phone.
- It publishes to your website by itself — no copying, no formatting.
- The wall grows quietly in the background while you work.
- New prospects read it before they ever speak to you.
Ten reasons to be in someone's phone
Every tool is branded to you and every completion arrives with a name and a number — a lead who has already thought about their own money before you speak.
- Financial Health Score, Retirement Gap, Time Machine, Fund Check, Mutual Fund IQ.
- Health Cover IQ, Life Cover IQ, Loan IQ.
- Business Insurance IQ and a full Business Risk Assessment for your business-owner clients.
- No documents needed, nothing stored, works on someone with zero investments.
Something to send that isn't “just checking in”
Most prospects go cold because there is nothing left to say. These are cards worth reading, with your name at the foot of every one.
- Health cover, life cover, loans, mutual funds and business cover.
- Facts people usually have wrong — a room-rent cap scales down the whole hospital bill, not just the room.
- Three card styles, built on your phone in seconds.
- English and Hindi complete; five more languages partial, falling back to English rather than showing something half-done.
Their own portfolio, read back to them in rupees
Twenty-seven checks across behaviour and financial profile, turned into a branded report you hand across the table. You stop pitching and start explaining.
- Seventeen behavioural patterns — FOMO buying, panic selling, stopped SIPs, concentration.
- Ten profile checks including asset allocation, emergency buffer and insurance cover gaps.
- Two formats: a one-page Snapshot for the first meeting, a full report for the follow-up.
- Reads every major Indian broker file plus NSDL/CDSL CAS and CAMS/KFintech statements.
- Parsed and generated on your phone. No client file ever reaches our servers.
Their funds, held up against the index
The client’s CAS is read on your phone, and every fund is set against index funds on the same benchmark and the average fund in its category. The gap comes out in rupees.
- A report the client keeps: facts only, Hindi or English, under your name and logo.
- A view only you see: money with other distributors and in Direct plans, talking points, and the cost of moving.
- No CAS yet? Enter their SIPs and lump sums for an estimate.
- Fund Check, the free one-fund version, brings prospects to you.
- Fund lookup for any fund — returns, ranks and side-by-side compare — free for everyone.
How much would their family actually get?
Type in the client’s life and health policies. You get the protection gap in rupees, the covers that are missing, and what their savings plans really cost.
- The gap against common guides for life and health cover.
- Life, health, accident, critical illness and nominee: in place, missing or not known.
- Savings plans: cost of cover, today’s money, and what the premiums would make at the PPF rate.
- A one-page check-up in Hindi or English, with your WhatsApp button to book the review.
From a name to a client.
However the name reached you — a referral, an old colleague, someone who took your quiz. Four things you do, one thing that happens.
They look you up before they call.
This matters most when the lead is warm. Someone is told call Aman, he handles my SIPs — and the first thing they do is search your name. If nothing comes up, the referral quietly dies, and your client looks careless for making it. These three are what they find instead.
A reason to message them that isn't a follow-up.
Most prospects go cold because the only thing left to send is "just checking in." Did You Know gives you thirty-six things worth reading instead — one fact, one card, your name at the bottom.
The quiz that brings them to you.
Financial Health Score — a 90-second, 10-question check you share on WhatsApp. Works on anyone, even with zero investments. No documents needed, nothing stored.
Also free: the Retirement Gap Calculator, the Tax Saving Check, the Time Machine below, and four IQ quizzes — Mutual Fund, Health Cover, Life Cover and Loan IQ.
Let them live the 2008 crash — with your name on it.
The Time Machine hands your prospect ₹5 lakh of virtual money and a ₹5,000 SIP, then drops them into January 2008 — or COVID. The real panic moments interrupt the replay; they choose, and watch what their behaviour costs in rupees.
Free · Virtual money · Works even for prospects with zero investments
Is their fund beating the index? Show them, in rupees.
Mutual Fund X-Ray reads your client’s CAS on your phone and sets every fund against two yardsticks — index funds on the same benchmark, and the average fund in its category. Same money, same dates, so the gap comes out in rupees, not as a percentage nobody remembers.
Fund Check is the free version for prospects: one fund, about a minute, and the result lands in your leads. It shows on your website when you advise on personal finance.
Reads the CAMS + KFintech CAS · Hindi and English reports · Analysis, not advice
How much would their family actually get?
Insurance X-Ray turns the policies a client already holds into one page they understand: the protection gap in rupees, what is missing, and what a savings plan would have to pay just to match PPF.
You type in the policy details in a few minutes — no PDF to read. The policies are saved with the lead, so premium dates, health renewals and maturities show up on your Leads screen.
Life and health policies · Hindi and English reports · Information, not a recommendation
Their factory is underinsured. They don't know it yet.
Most business owners believe a small fire means a small claim, paid in full. It doesn't work that way — and that one fact opens a conversation no premium comparison ever will. Two free tools that make the gap visible in rupees.
Also free: the Business Risk Check — replacement cost, average clause and interruption exposure in about three minutes. Or read why a ₹10 lakh fire claim paid ₹4 lakh.
A lead is warm for about an hour.
Every other tool tells you what happened last month. This one tells you someone is reading your page right now — and how long they have been waiting for you to reply.
Three steps. One meeting.
Meant to fit inside a single prospect conversation. Start while they finish telling you their situation. Generate while you drink your chai. Hand them the report before they stand up to leave.
Fourteen 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.
Round Number Exit, Emergency Fund Gap, Critical Illness Cover, Personal Accident, FD Erosion, and more
No portfolio? No problem.
Plenty of prospects have never bought a stock — their money sits in FDs, gold, property, and savings. AdvisorGrow reads that too. It maps their full allocation against the target mix for their age and shows every gap in points. A complete report, even with an empty tradebook.
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.
- Top cost-of-habits hero number
- Top 3 biases flagged
- Alpha vs Nifty 50
- Your branding + contact
- 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
Two plans. No surprises.
A presence your clients can see, or the full audit engine behind it. No per-client charge either way.
What advisors ask first.
Talk to us — we usually reply within a few hours
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.