For advisors
Every client’s full picture. Not just what you placed.
See each client’s holdings across the brokers and fund houses you don’t control, take review-ready reports into every meeting, and give their CA a focused, expiring view instead of an email thread.
- Read-only. Never trades.
- No investment advice
- Every report yours to download
- Clients’ CAS24 families · monthly
- Held-away brokersTradebooks from 11 brokers
- PMS and AIF statementsPlaced elsewhere
- Bank FDs and bondsShared by clients
- Clients’ contract notesCharges split per trade
Across your clients, valued today
₹64,80,25,000
Including assets you didn’t place
- Gupta family4 members₹2,48,63,400
- Patel family3 members₹5,12,40,000
- Jain familyHUF and trust₹11,05,20,000
- 21 more familiesEach in one place₹46,14,01,600
Client reviews
Report-ready
Portfolio and gains
Held-away assets
Included
Not just what you placed
Each client’s CA
Read-only
Every link expires
Illustrative view. Figures are examples, not anyone’s data.
Sound familiar?
You see the slice you placed.
Your clients see the rest.
MF distributors, sub-brokers and RIAs who want each client’s full picture.
- Client holdings scattered across platforms you don’t controlHeld-away assets included, read from the client’s statements
- Reports assembled by hand before every reviewPortfolio and capital-gains reports, ready to review
- Client CAs asking for the same files every yearA scoped, expiring link for each client’s CA
- Software priced by the assets you managePriced for the workspace, not the size of your book
What GrowProfit does for you
Less assembling. More knowing.
Every client in one place
01Each client with their members, entities and portfolios, rolled up.
Their statements, read for you
02Broker statements, contract notes and CAS files, previewed before anything is recorded.
Review-ready reports
03Portfolio and capital-gains reports to take into the conversation.
Scoped access for their CA
04Read-only, limited to chosen reports, expiring, and revocable.
Figures you can defend
05Every number traced to the statement and row it came from.
Never your competitor
06GrowProfit doesn’t advise, rate or sell anything to your clients.
How it’s priced
Grow your book. Not your bill.
Advisor software is often priced by the assets under management, so a good year costs you more. GrowProfit is priced for the workspace, and the price is agreed before anything is charged.
The plan for you
Wealth plan · priced with you
- Every report and table yours to download, on every plan
- Prices published before anything is charged
- Nothing recorded until you’ve seen the preview
Straight with you
What isn’t there yet.
- Client logins are on the way; today you work inside one professional workspace.
By design
What GrowProfit won’t do.
- Place a trade or move money
- Give investment advice
- Guess a value it can’t know
Questions
Asked first by advisors.
Including what isn’t built yet. Anything else, ask in the chat at the bottom of the page.
GrowProfit is also built for
