The client-winning app for financial advisors.
The report that closes your next client.
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.
detected₹3,74,829
vs Nifty+5.6%
flagged6 risks
radarHigh on 3 axes
gap₹6.2 Cr
correctable+₹1.8 Cr
this week4 actions
range₹1.7 – 4.4L
Works with
Zerodha
Angel One
Groww
Upstox
ICICI Direct
NSDL & CDSL CAS
CAMS & KFintech
Any insurer life · health · term · ULIP
Built for
SEBI-registered RIAs
MFDs & ARN holders
Insurance Advisors & IRDAI Brokers
What advisors are saying
"I closed 8 of 10 prospects in a week. They couldn't argue with their own data."
— Early-access advisor, Mumbai
What it is
Every tool sells you advice. This one sells your client to you.
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.
Not a CRM.
You already have a way to store names and numbers. Another pipeline view won't change what happens in the meeting.
Not a tip service.
Stock recommendations don't close clients. "Here's what's wrong with how you've been trading for 3 years" does.
Not a research tool.
You're not short on market data. You're short on a deliverable that makes a stranger hand you their portfolio.
What it is
A mirror. You hold it up. They decide to change.
The playbook
From stranger to client.
The whole system, end to end. Four things you do — one thing that happens.
Typical pace shown — plenty close in the first meeting.
How it works
Three steps. One meeting.
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.
01
Upload.
Broker CSVs from Zerodha, Angel One, Groww, Upstox, ICICI Direct. NSDL and CDSL CAS PDFs for holdings. CAMS and KFintech statements for mutual funds. Drag, drop, done.
Under 30 seconds
02
Analyse.
17 behavioural patterns. 10 profile risks. Alpha vs Nifty. Portfolio turnover. Every finding sourced to published research, every cost estimated in rupees.
Done on device
03
Hand over.
A branded PDF with your logo, your letterhead, your tone. Share it over WhatsApp. Print it. Email it. Prospects tend to not forget what they just saw.
Your branding
What gets audited
Fourteen of the twenty-seven things we look for.
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.
📈
FOMO Buy
Bought near 52-week highs after the rally
😱
Panic Sell
Sold during short market dips that recovered
⚖️
Disposition Effect
Sold winners fast, held losers too long
🧺
Sector Concentration
Too many holdings in the same sector
🛡️
Life Cover Gap
Cover below 10× annual income — dependents exposed
📉
Averaging Down
Kept buying as the stock kept falling
🚀
IPO Chasing
Bought inside the post-listing hype window
📅
Event Reaction
Traded around Budget, RBI, election news
🛑
SIP Stoppage
Paused SIPs during falling markets — the wrong moment
🌟
Value Buy Instinct
Bought near 52-week lows — smart contrarian discipline
✅
Low-Turnover Discipline
Buy-and-hold style — less friction, more compounding
🏆
Alpha vs Nifty
Beat the index with earned, documented gains
🥧
Asset Allocation
Equity–debt–gold split drifted from the risk profile
🔁
Portfolio Turnover
Churn that quietly ate returns in charges and taxes
+ 13 more checks — Jobbing/Churning, Revenge Trading, Dividend Miss, Recency Bias,
Round Number Exit, Emergency Fund Gap, Critical Illness Cover, Personal Accident, FD Erosion, and more
Round Number Exit, Emergency Fund Gap, Critical Illness Cover, Personal Accident, FD Erosion, and more
Also audited
Your prospect's full asset allocation — in one glance.
Equity
48%
Mutual Funds
24%
Fixed Deposits
14%
Gold
8%
Cash
6%
Over-concentrated in equity for the prospect's age and dependents. Flagged automatically.
Asset allocation
No portfolio? No problem.
Plenty of prospects have never bought a stock — their money sits in FDs, gold, property, and savings. AdvisorGrow reads that too. It maps their full allocation against the target mix for their age and shows every gap in points. A complete report, even with an empty tradebook.
Investable wealth ₹5.9L
BucketCurrentTargetGap
Equity19%69%−50 pts
Debt / FI81%18%+63 pts
Gold0%6%−6 pts
+ cash, investment property & bonds in the report
Reads what they already own
FDs, PPF, EPF, gold, property, savings — the full picture, no demat account required.
A target they can't argue with
The age-based rule every textbook teaches, clamped to sensible bounds — not your opinion, just the benchmark.
Gaps in points, not lectures
Every bucket versus target, quantified. You show the drift. The prospect draws the conclusion.
Two report formats
One mirror. Two sizes.
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.
Format 01
Snapshot
One A4 page. Exec summary, top 3 habits, alpha line, a cost-of-habits hero number. Designed to be handed over at the end of a meeting — or shared on WhatsApp in under a minute.
Pages
1
Read time
90 sec
Format
PDF
- Top cost-of-habits hero number
- Top 3 biases flagged
- Alpha vs Nifty 50
- Your branding + contact
MOST USED
Format 02
Full Report
Up to 20 pages. Cover, exec summary, habit-by-habit pages with trade-level evidence, profile health radar, projection charts, research citations, action plan. A document a prospect keeps on their desk.
Pages
up to 20
Read time
12 min
Format
PDF
- Full 17-bias audit with rupee cost per finding
- Trade-level evidence for every pattern
- Profile health radar + 10 profile alerts
- Research footers (Odean, Ilmanen, SEBI, NSE)
- Action plan with weekly/monthly habits
- Advisor cover letter (optional)
- Watermark, divider colours, full curation
Before the meeting
The quiz that brings them to you.
Financial Health Score — a 90-second, 10-question check you share on WhatsApp. Works on anyone, even with zero investments. No documents needed, nothing stored.
Share your branded link
Generated from your AdvisorGrow profile — your name, WhatsApp number and ARN, built in. Forward it to any prospect or group.
They get their score in 90 seconds
Out of 100, with the three gaps most worth a conversation — emergency buffer, insurance, goals, discipline.
The score lands in your WhatsApp
One tap sends you their name, score and gaps — a pre-diagnosed conversation before you've said a word.
Also free: the Retirement Gap Calculator, the Time Machine below, and the Mutual Fund IQ quiz — 16 myth-busting questions.
The shareable hook
Let them live the 2008 crash — with your name on it.
The Time Machine hands your prospect ₹5 lakh of virtual money and a ₹5,000 SIP, then drops them into January 2008 — or COVID. The real panic moments interrupt the replay; they choose, and watch what their behaviour costs in rupees.
HoldPause my SIPSell halfSell everything
A game, not a pitch
Nobody forwards a brochure. Everybody forwards "can you survive 2008?" — your branded link travels on WhatsApp by itself.
It teaches your best line
Hold through the crash and the disciplined twin proves it. Panic, and the cost appears in rupees — the exact conversation you've been trying to start.
It ends at your door
Discipline Score, a plain-words behaviour mirror, and one tap to send the result to you — a lead who has already felt why they need you.
Free · Virtual money · Works even for prospects with zero investments
After the meeting
The report opens doors. These keep them open.
Included in every plan — the pieces that keep you looking sharp between meetings.
01
Your own website.
profile.advisorgrow.co.in/your-number — built from your profile in one tap. Your photo, services, credentials, and a contact button. A business card that never runs out.
See a live one: profile.advisorgrow.co.in/7017258552
One tap · no hosting
02
Wall of Fame.
Send clients one link. They write the review; your website updates itself. Social proof that compounds while you sleep.
Auto-collected testimonials
03
Lead CRM.
Every prospect, note, and follow-up in one diary — so nothing slips between the meeting and the close.
Built in · no extra cost
Advisors on AdvisorGrow
★★★★★
"The portfolio analysis reports are incredibly professional and easy for clients to understand. Instead of selling products, I now focus on educating investors through data. AdvisorGrow has helped me build trust from the very first meeting."
Anjali Shah
★★★★★
"I've tried several CRM and financial planning tools over the years, but AdvisorGrow offers something unique. The behavioural insights make every client discussion meaningful, and the branded reports add tremendous credibility to my practice."
Vivek Agarwal
★★★★★
"The integrated website, CRM, and behavioural audit reports have helped me present myself as a professional advisory firm instead of just another advisor. My follow-ups are more organised, and clients appreciate the detailed analysis."
Priya Nair
★★★★★
"AdvisorGrow isn't just software — it's become an important part of my client acquisition process. Prospects are genuinely surprised by the behavioural analysis, and it creates a strong foundation for long-term advisory relationships."
Sandeep Kumar
★★★★★
"I closed 8 of 10 prospects in a week. They couldn't argue with their own data."
Early-access advisor
★★★★★
"The portfolio analysis reports are incredibly professional and easy for clients to understand. Instead of selling products, I now focus on educating investors through data. AdvisorGrow has helped me build trust from the very first meeting."
Anjali Shah
★★★★★
"I've tried several CRM and financial planning tools over the years, but AdvisorGrow offers something unique. The behavioural insights make every client discussion meaningful, and the branded reports add tremendous credibility to my practice."
Vivek Agarwal
★★★★★
"The integrated website, CRM, and behavioural audit reports have helped me present myself as a professional advisory firm instead of just another advisor. My follow-ups are more organised, and clients appreciate the detailed analysis."
Priya Nair
★★★★★
"AdvisorGrow isn't just software — it's become an important part of my client acquisition process. Prospects are genuinely surprised by the behavioural analysis, and it creates a strong foundation for long-term advisory relationships."
Sandeep Kumar
★★★★★
"I closed 8 of 10 prospects in a week. They couldn't argue with their own data."
Early-access advisor
Pricing
One plan. No tiers.
Unlimited client reports, both formats, full curation, your branding. No per-client charge. No add-ons.
Try it first
First client report, free.
Full Snapshot + Full Report. No credit card. No email wall. Just download, run one client, decide.
Then, if you stay
₹4,999
/ year
Introductory · limited
Unlimited client reports — Snapshot + Full Report
Upload your logo + firm branding on every report
Share directly to WhatsApp, email, or print
All future updates at this price
Client data never leaves your phone
Works with every major Indian broker + CAS
Questions
What advisors ask first.
Is client data sent to your servers?
No. Every upload is parsed and analysed on-device. The PDF is generated on your phone. We don't store, transmit, or see any client file. You carry no compliance risk of "another party holding my client's tradebook."
I'm an insurance advisor — is this for me?
Yes. AdvisorGrow audits the prospect's full financial picture — investments, savings, asset allocation, and insurance cover. The Full Report flags life cover gaps, critical illness shortfall, and personal accident exposure with specific rupee numbers. Walk into a meeting with a prospect's complete audit and the term/health/CI conversation opens itself — you're identifying a real gap, not pushing a product.
Does it analyse asset allocation?
Yes. Asset allocation is one of the ten profile risk checks — the report maps the prospect's equity–debt–gold–cash split, flags concentration and drift, and puts the gap in front of the prospect. Covered in both the Snapshot and the Full Report.
iOS when?
Android first. iOS is on the roadmap — join the waitlist in the app and we'll notify you when it ships.
Do I need technical skills?
No. If you can email a client, you can run AdvisorGrow. Upload the files, wait 90 seconds, share the PDF.
Is AdvisorGrow SEBI-registered?
No — and that's intentional. AdvisorGrow is a tool for you, the advisor. The advisory relationship stays between you and your client. Every report carries a prominent "Not SEBI-registered advice" disclosure.
What if I just want to try it once?
First client report is free. Both formats, full branding, no credit card required. Generate one, decide after.
Why ₹4,999 and what's the catch?
It's an introductory price while we onboard early-access advisors. If AdvisorGrow closes even one new client for you in a year, the math works. The price will rise for the next cohort — you keep whatever you paid going in.
Contact
Talk to us — we usually reply within a few hours
Message sent
Got it — we'll write back within a few hours.
Ready when you are
Hand your next prospect their own story.
First client report is free. No email wall. Download the app, pick a prospect, let the report do the talking.
Get it onGoogle Play