An advisor-grade portfolio review platform that monitors allocation drift, concentration and F&O exposure across US and Indian markets, maps market catalysts to who actually holds them, and drafts compliant client briefings — none of which send without your approval.
The platform is a closed loop: watch risk in real time, surface only the news that touches a client's holdings, and turn both into a briefing they actually understand.
Real-time AUM, P&L, allocation drift, concentration and holdings-level alerting across every client portfolio — India + global, in one view.
A cross-market feed of price-moving events (earnings, regulatory, clinical, supply-chain, M&A) mapped to each client's actual holdings.
Per-client market updates in their preferred channel — email, printed letter, or portal — translated to their risk profile and holdings.
Global platforms (Addepar, Orion, Kubera) don't connect Dhan or understand NSE/BSE F&O. India apps (INDmoney, Kuvera, Groww) are consumer-grade. Advisor tools (Snappy Kraken, FMG) generate library content, not from the client's live book. This unifies all three.
An NSE F&O position and a US ETF are treated identically — same schema, same drift/concentration logic, one base-currency AUM. No global platform connects Dhan; no India app does advisor-grade drift policy.
Every catalyst is joined against your whole book: which clients hold it, aggregate % of AUM exposed, and each client's weight — e.g. “affects 3 clients, 8.4% of book, largest 12%.”
Options and futures roll into concentration caps on notional exposure, not premium paid — so a small-premium, large-notional position shows its true risk. No India tracker does this inside one dashboard.
Every generated briefing is grounded only in the client's live positions, alerts and catalysts, passes a compliance linter, and reaches a review queue. Nothing sends without an explicit advisor action.
When a client's book spans Indian and foreign holdings, the engine flags potential DTAA / repatriation implications as informational context — closing a gap NRI investors hit repeatedly.
Read access to Portfolio, Position, Alert and Catalyst entities over scoped API keys — plug the platform into your existing CRM stack instead of a rip-and-replace.
Sign in to see live risk, catalysts and briefings computed from your own connected portfolios — nothing simulated, no offline snapshot.
Open Portfolio ReviewPast performance is not indicative of future results. This is not investment advice.