Not tips. · Not a quoting engine. · Not just another CRM. → Everything that happens after someone gives you a name.

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.

Or preview the outputs: View Snapshot View Full Report
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
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.
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 you get

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.

🌐
Your own website
helloadvisor.in/your-number. Your photo, credentials, services and a call button.
More
Included in every plan

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.
See a live example
🎬
Your video intro
Ten to forty-five seconds of you, English or Hindi. Recorded and edited on your phone.
More
One on Silver · ten on Gold

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.
⭐
Client testimonials
Send one link. They write the review, your website updates itself.
More
Gold plan

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 tools to engage them
Quizzes and calculators branded to you. Every completion arrives with a name and a number.
More
Ten tools, all free to send

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.
Try one yourself
💡
Did You Know cards
Thirty-six facts across five topics — something to send that isn't "just checking in".
More
Thirty-six facts, five topics

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.
See the cards
📊
The 27-check report
Their own portfolio read back to them in rupees, under your name and logo.
More
Gold plan

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.
View a sample report
🔬
Mutual Fund X-RayNew
Each of their funds against index funds and its category — same money, same dates, in rupees.
More
Every plan · 2 reports free to try

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.
View a sample report
🛡️
Insurance X-RayNew
Their policies on one page: the protection gap in rupees, what is missing, and what each plan really costs.
More
Every plan · 2 reports free to try

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.
View a sample report
The playbook

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.

You1234AdvisorGrow✓Client wonThey saw proof,not a pitch.DAY 1ShareQuiz + website link on WhatsAppOpen the quiz →DAY 2ScoreScore in 90 sec — you're alerted at onceSee a sample score →DAY 3ProfileYour branded page, filled in 2 minSee the profile page →DAY 5ReportTheir own story, your brandingSee a sample → You1234✓AdvisorGrowClient wonThey saw proof, not a pitch.DAY 1ShareQuiz + website link onWhatsAppOpen the quiz →DAY 2ScoreScore in 90 sec — you'realerted at onceSee a sample score →DAY 3ProfileYour branded page,filled in 2 minSee the profile page →DAY 5ReportTheir own story, yourbrandingSee a sample →
Typical pace shown — plenty close in the first meeting.
The moment they hear your name

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.

01
Your own website.
helloadvisor.in/your-number — built from your profile in one tap. Your photo, services, credentials, and a contact button. A business card that never runs out.
See a live one: helloadvisor.in/7017258552
One tap · no hosting
02
Wall of Fame.
Send clients one link. They write the review; your website updates itself. Social proof that compounds while you sleep.
Auto-collected testimonials · Gold
03
Your video intro.
Ten, thirty or forty-five seconds of you, in English or Hindi. You read your script off the screen one line at a time and retake any line on its own. Subtitles, your name and firm, and a contact card at the end are added for you. It records and edits on your phone — only the finished video is uploaded, so you can send it.
One video on Silver · ten on Gold
Staying in front of them

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.

Thirty-six facts, five topics
Health cover, life cover, loans, mutual funds and business cover. Things most people have wrong — a room-rent cap that scales down the whole hospital bill, not just the room. Facts, not opinions, and nothing that reads as a recommendation.
Three card styles, built on your phone
Navy, Paper or Bold. Your firm name, registration and number sit at the foot of every card. Pick a topic, pick a style, send — it takes about as long as typing a message.
English and Hindi
Both complete. Marathi, Gujarati, Tamil, Telugu and Kannada are partial — any fact not yet translated falls back to English rather than showing you something half-done.
Before the meeting

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.

Share your branded link
Generated from your AdvisorGrow profile — your name, WhatsApp number and ARN, built in. Forward it to any prospect or group.
They get their score in 90 seconds
Out of 100, with the three gaps most worth a conversation — emergency buffer, insurance, goals, discipline.
The score lands in your WhatsApp
One tap sends you their name, score and gaps — a pre-diagnosed conversation before you've said a word.

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.

The shareable hook

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.

HoldPause my SIPSell halfSell everything
A game, not a pitch
Nobody forwards a brochure. Everybody forwards "can you survive 2008?" — your branded link travels on WhatsApp by itself.
It teaches your best line
Hold through the crash and the disciplined twin proves it. Panic, and the cost appears in rupees — the exact conversation you've been trying to start.
It ends at your door
Discipline Score, a plain-words behaviour mirror, and one tap to send the result to you — a lead who has already felt why they need you.
Try the Time Machine

Free · Virtual money · Works even for prospects with zero investments

In the meeting

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.

A report the client keeps
Facts only, in Hindi or English, under your name and logo. It never says buy, sell or switch — that conversation stays with you. Send the PDF on WhatsApp.
A view only you see
Money they hold with other distributors and in Direct plans, talking points ranked by the rupee gap, and what moving would cost: exit load, ELSS lock-in and tax.
No CAS yet? Start anyway
Pick their funds and enter their SIPs and lump sums. You get the same comparison, marked as an estimate.
Real data, nothing uploaded
Ten years of daily AMFI NAVs, refreshed every morning. The CAS is read on your phone; nothing about the client leaves it.

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

Their insurance, checked

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.

The gap, in one number
Life cover against a common guide of 15 times yearly income; health cover against ₹5 lakh a person, more in a metro. What the family would get, in months of income.
Every cover checked
Life, health, accident, critical illness and nominee — in place, missing, or not known. Room-rent caps, co-pay and waiting periods on health policies.
Savings plans, in plain rupees
Cost of cover for each ₹1 lakh, premiums paid so far, the sum assured in today’s money, and what the same premiums would come to at the PPF rate.
A report that books the meeting
Hindi or English, under your name, with the questions to ask the insurer and a WhatsApp button and QR code to your number. It never says surrender or stop paying.

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

For your business clients

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.

Start with what they get wrong
The Business Insurance IQ quiz — 12 questions on partial claims, business interruption, sub-limits and liability. Every wrong answer explains itself immediately, and lands in your WhatsApp ranked by what it would cost them.
Then put a number on it
The Business Risk Check takes replacement cost, existing cover and monthly running cost, and returns what a claim would actually pay — plus the months of income sitting behind nothing.
You walk in already knowing
Property gap, interruption exposure, liability and cyber flags, and the beliefs they hold that are wrong. The first call starts at the second question, not the first.

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.

While it is still warm

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.

Your phone buzzes when someone bites
Someone opens your website, finishes a quiz, or asks you to call — you know at once, not at the end of the week. The alert carries their name and number, so the next step is one tap.
It counts how long they have waited
Every unanswered enquiry carries a clock. Nine days waiting, against the hour it should have taken. You can mark it replied — but you have to decide to, and that is the point. Nothing else you use will tell you this.
And people you don't know yet
Visitors who never left a name show only as a number and a device — "five people you don't know yet, all on phones." No names, no rows, nothing that pretends to identify them. Anyone starting a tool is told what you will see first, and records clear themselves after ninety days.
Every prospect in one diary
Names, notes and follow-ups in one place, so nothing slips between the first message and the close.
How it works

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.

01
Upload — or send a form.
A portfolio? Drop a broker CSV or a CAS PDF. No portfolio? Send a link on WhatsApp — a client profile form for a family, the Business Risk Check for a company. They tap through it in minutes and the answers land in your CRM. Whatever the prospect already has.
Minutes, not meetings
02
Analyse.
27 checks on a portfolio — behavioural patterns, profile risks, alpha vs Nifty. Cover measured against replacement cost for a family or a business. Every finding sourced, every gap costed in rupees.
Nothing invented
03
Hand over.
A branded report 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

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.

Reads Zerodha Angel One Groww Upstox ICICI Direct NSDL & CDSL CAS CAMS & KFintech Any insurer life · health · term · ULIP
📈
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
🥧
Asset Allocation
Equity–debt–gold split drifted from the risk profile
🔁
Portfolio Turnover
Churn that quietly ate returns in charges and taxes
+ 13 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.
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.
Asset allocation

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.

Investable wealth ₹5.9L
Current · age 31
19%
81%
Target · for age 31
69%
18%
BucketCurrentTargetGap
Equity19%69%−50 pts
Debt / FI81%18%+63 pts
Gold0%6%−6 pts
+ cash, investment property & bonds in the report
Reads what they already own
FDs, PPF, EPF, gold, property, savings — the full picture, no demat account required.
A target they can't argue with
The age-based rule every textbook teaches, clamped to sensible bounds — not your opinion, just the benchmark.
Gaps in points, not lectures
Every bucket versus target, quantified. You show the drift. The prospect draws the conclusion.
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
Advisors on AdvisorGrow
★★★★★
"The portfolio analysis reports are incredibly professional and easy for clients to understand. Instead of selling products, I now focus on educating investors through data. AdvisorGrow has helped me build trust from the very first meeting."
Anjali Shah
Mutual Fund Distributor · Bangalore
★★★★★
"I've tried several CRM and financial planning tools over the years, but AdvisorGrow offers something unique. The behavioural insights make every client discussion meaningful, and the branded reports add tremendous credibility to my practice."
Vivek Agarwal
Financial Planner · Goa
★★★★★
"The integrated website, CRM, and behavioural audit reports have helped me present myself as a professional advisory firm instead of just another advisor. My follow-ups are more organised, and clients appreciate the detailed analysis."
Priya Nair
Insurance & Wealth Advisor · Kanpur
★★★★★
"AdvisorGrow isn't just software — it's become an important part of my client acquisition process. Prospects are genuinely surprised by the behavioural analysis, and it creates a strong foundation for long-term advisory relationships."
Sandeep Kumar
Independent Financial Advisor · Delhi
★★★★★
"I closed 8 of 10 prospects in a week. They couldn't argue with their own data."
Early-access advisor
Mumbai
★★★★★
"The portfolio analysis reports are incredibly professional and easy for clients to understand. Instead of selling products, I now focus on educating investors through data. AdvisorGrow has helped me build trust from the very first meeting."
Anjali Shah
Mutual Fund Distributor · Bangalore
★★★★★
"I've tried several CRM and financial planning tools over the years, but AdvisorGrow offers something unique. The behavioural insights make every client discussion meaningful, and the branded reports add tremendous credibility to my practice."
Vivek Agarwal
Financial Planner · Goa
★★★★★
"The integrated website, CRM, and behavioural audit reports have helped me present myself as a professional advisory firm instead of just another advisor. My follow-ups are more organised, and clients appreciate the detailed analysis."
Priya Nair
Insurance & Wealth Advisor · Kanpur
★★★★★
"AdvisorGrow isn't just software — it's become an important part of my client acquisition process. Prospects are genuinely surprised by the behavioural analysis, and it creates a strong foundation for long-term advisory relationships."
Sandeep Kumar
Independent Financial Advisor · Delhi
★★★★★
"I closed 8 of 10 prospects in a week. They couldn't argue with their own data."
Early-access advisor
Mumbai
Pricing

Two plans. No surprises.

A presence your clients can see, or the full audit engine behind it. No per-client charge either way.

Try it first
First client report, free.
Full Snapshot + Full Report, your branding on both. No credit card, no email wall. Download, run one client, decide after.
Also free: 2 Mutual Fund X-Ray and 2 Insurance X-Ray reports, and Fund lookup whenever you need it.
Silver
Your practice, online.
₹3,600
/ year
Just ₹300 a month
Professional Business website
One video intro — recorded on your phone, sent with every introduction
Introduction emails and WhatsApp messages, written for you
Follow-up reminders, so a warm lead is never left waiting
Unlimited Mutual Fund X-Ray reports — your client’s funds against index funds and their category, under your name
Unlimited Insurance X-Ray reports — the protection gap and every policy checked, under your name
Ten quizzes and calculators, branded to you — every completion arrives with a name and number
See who opened your website, which tools they tried, and how long you took to reply
Get SilverGoogle Play
A website clients can find, and the tools that bring them to you.
Most advisors pick this
Gold
Everything in Silver, plus the audit engine.
₹7,999
/ year
Introductory · limited · price held for life
Unlimited client reports from the 27-check behavioural audit
Both formats — the one-page snapshot and the full report
Upload your logo + firm branding on every report
Business website with Client Testimonials
Ten video intros — one per language, or one per kind of prospect
Introduction emails and WhatsApp messages, written for you
Follow-up reminders, so a warm lead is never left waiting
Unlimited Mutual Fund X-Ray reports — your client’s funds against index funds and their category, under your name
Unlimited Insurance X-Ray reports — the protection gap and every policy checked, under your name
Ten quizzes and calculators, branded to you — every completion arrives with a name and number
See who opened your website, which tools they tried, and how long you took to reply
Share directly to WhatsApp, email, or print
Works with every major Indian broker + CAS
All future updates at this price
Start with 1 free reportGoogle Play
One new client in a year and it has paid for itself.
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.
Does it analyse asset allocation?
Yes. Asset allocation is one of the ten profile risk checks — the report maps the prospect's equity–debt–gold–cash split, flags concentration and drift, and puts the gap in front of the prospect. Covered in both the Snapshot and the Full Report.
Can it show a client how their mutual funds are really doing?
Yes — that is Mutual Fund X-Ray. It reads the client’s CAMS + KFintech CAS on your phone and sets every fund against index funds on the same benchmark and the average fund in its category, with the same money on the same dates. The client gets a facts-only report in Hindi or English under your name; the talking points and the cost of switching stay on your phone. No CAS yet? Enter their SIPs and lump sums and you get an estimate. Silver and Gold include unlimited reports; the free plan includes 2.
Can it check a client’s insurance policies?
Yes — that is Insurance X-Ray. You type in the client’s life and health policies, and it shows the protection gap in rupees against common guides, which covers are missing or not known, and for savings plans the cost of cover and what the same premiums would come to at the PPF rate. The client gets a one-page check-up in Hindi or English under your name, with a WhatsApp button to book the review. Premium dates and renewals then show on your Leads screen. Silver and Gold include unlimited reports; the free plan includes 2.
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 ₹7,999 and what's the catch?
Gold is an introductory price while we onboard early-access advisors. Silver exists for advisors who want the website, a video intro and the lead tools without the audit engine. 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.
Contact

Talk to us — we usually reply within a few hours


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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.

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DEMO · WHAT YOUR PROSPECT SEES
68/ 100
On Track
Health cover depends entirely on your employer, or doesn't exist.
Big goals don't yet have a number or a date attached.
Retirement doesn't yet have a target figure.
Illustrative demo — a real score comes from your prospect's own answers.