Upload any prospect's tradebook and holdings. AdvisorGrow hands them back a printed mirror of their money behaviour — every FOMO buy, every panic sell, every rupee it cost. You don't pitch. You just sit next to the report.
AdvisorGrow doesn't tell you which fund to pick, which stock will run, or what the Nifty will do next week. Those are easy to find and hard to monetise. This does the one thing nothing else does — it makes a prospect confront their own money behaviour.
Meant to fit inside a single prospect conversation. Upload while they pull up their broker account. Generate while you drink your chai. Hand them the report before they stand up to leave.
Every upload runs through 17 behavioural pattern detectors and 10 profile risk checks — including life cover, critical illness, personal accident, asset allocation, portfolio turnover, and alpha vs Nifty. Each finding is rupee-costed and research-cited. Here's a sample of what the app catches.
A Snapshot for the first meeting, when you need something short, punchy, and memorable. A Full Report for the follow-up, when you want to walk through it page by page. Both are generated from the same audit — you just pick the format.
Unlimited client reports, both formats, full curation, your branding. No per-client charge. No add-ons.
First client report is free. No email wall. Download the app, pick a prospect, let the report do the talking.