For SEBI-registered investment advisers
Start the first meeting already knowing how your client decides.
Send InvestorDNA before you meet. Your client answers on their phone in about 20–25 minutes. You review a risk-profiling record that supports your Regulation 16 process, and your client gets a plain-language profile of their own.
The first meeting
What the first meeting leaves behind.
Time saved
You start the conversation from your client’s own answers and three questions to open with, instead of filling in a form together.
An auditable record
Levels, evidence and findings from fixed, versioned rules, with the client’s consent, the AI-use acknowledgement and your sign-off, kept together for five years.
A client who understands their own profile
Your client receives their style, their strengths and questions to bring to you, in plain language, with no scores and no product suggestions.
How it works
Four steps, one record.
01
Send the link
Your client gets a link on WhatsApp and chooses English, Hindi or Hinglish.
02
Your client answers
About 20–25 minutes. Consent and the AI-use statement come first, and the questionnaire adapts to each answer. Your client can pause at any point.
03
You review and sign
A level for each part, the evidence behind it, and findings marked Discuss or Signal: prompts for the conversation, not conclusions.
04
Two outputs, one record
Your client receives their own profile. You keep the record, with the questions and answers exactly as shown to the client.
Founding-cohort offer
₹999 a month, locked for 24 months.
This is the founding-cohort price. Pricing for firms that join after the cohort closes will be published then.
What you get now
InvestorDNA
- The assessment link for each client, in English, Hindi or Hinglish.
- The adviser record for each client, for your review and signature.
- Each client’s own profile, in English with a Hindi summary.
- Consent and AI-use records kept with every assessment.
Planned
PathGuard
A job change, a marriage, a child or a parent’s care prompts a re-take and a briefing for you.
Planned
BiasShield
A review of what clients actually did — redemptions, switches, SIP stops — against their profile, so you can call before money leaves.
Illustrative sample · fictional persona
The record your clients’ assessments produce.
Adviser edition · revision 4.1
Levels, archetype and findings come from fixed, versioned rules. A language model drafts some report wording from coded findings only; it never receives a client’s name, answers or amounts. The adviser reviews every report.
संकल्प · Join
Apply to the founding cohort
Founding cohort: ₹999 a month, locked for 24 months. A conversation first — no commitment until we both agree it fits.