A single intelligent dashboard for HNI families and their advisors — live portfolio tracking, AI-driven research, and institutional-grade reporting. Built for Bharat's top 1%.
Built for wealth advisors managing HNI families. Track, analyse, and report — all in real time, all in one place.
Real-time prices across equities, mutual funds, REITs, and alternatives. Multi-currency with live FX.
Ask anything in plain English. Powered by Claude, GPT-4o, or Gemini — your choice per feature.
Animated donut charts across asset classes, sectors, geographies, and currencies — all live.
Set financial goals with target dates. Auto-calculate monthly SIP needed with Monte Carlo simulation.
HHI concentration, Sharpe ratio, stress tests, and capital gains optimisation — all automatic.
One-click A4 PDF reports with cover page, sector breakdown, and scenario stress tests.
Animated live charts across portfolio performance, asset allocation, sector breakdown, geographic exposure, and benchmarks — all updating as prices move.
Your AI wealth advisor has complete visibility into every holding, trade, and goal. Real data. Specific answers.
Reads your actual portfolio data and gives precise, actionable insight — not generic advice.
Start free, scale as your needs grow. All plans include a 14-day trial — no credit card needed.
Join wealth advisors managing HNI portfolios on Forthius Finalytics. 14-day free trial, no credit card required.