Start with one client, no card required. Upgrade when your practice grows. Every plan includes the full feature set — CAS import, IPS generation, branded PDF reports, goal planning, live NAV refresh and leads CRM.
Pricing in INR. GST applicable. Cancel anytime.
Guided flow captures PAN, income, goals and risk profile in one session. Import CAS to pre-fill holdings instantly.
Structured notes per meeting, linked to the client record. Full history visible before every review.
Assign follow-ups per client. Overdue items surface on the practice dashboard automatically.
Save point-in-time portfolio state. Chart value and cost history across any date range.
8-question scored questionnaire. Willingness score stored, versioned and factored into the Investment Policy Statement.
Portfolio returns vs Nifty 50, Midcap 150, Smallcap 250 and more. Auto-suggested based on portfolio tilt.
Track each family member separately. Consolidated household view always available.
Simulate five historical crash scenarios. Goal-by-goal and bucket-level impact with recovery time estimates.
Flag clients prone to panic or performance-chasing. Surface the flags before every review meeting.
Most advisors are managing 30 clients across Excel, WhatsApp and a Word-doc IPS. That works until it doesn't.
| Spreadsheet + WhatsApp | Mandala | |
|---|---|---|
| 15 clients | Workable | One view |
| 50 clients | Chaos | One view |
| Client PDF report | 2–3 hours, manual | One click, 21 sections |
| IPS / SEBI record | Word doc, hand-updated | Generated, versioned, dated |
| NAV data | Pasted, often stale | Live AMFI refresh |
| CAS / CAMS import | None | Full portfolio in minutes |
| True returns (XIRR) | Approximated | Computed from actual lots |
| Retirement cashflow | Not modelled | Three-bucket, year-by-year |
We'll show you the platform and set up your practice — usually within 24 hours.
We'll be in touch within 24 hours at the email you provided.
Questions in the meantime? hello@mandalafolio.in