Advisor Grow - Analysis, CRM

The mirror that closes your next client.

AdvisorGrow turns any prospect's portfolio into a behavioural audit they can't unsee — and a branded report that closes the lead. Not a CRM. Not a tip service. Not another research tool. AdvisorGrow does the one thing nothing else does: it makes a prospect confront their own money behaviour.

Upload the prospect's tradebook and holdings. Hand them back a printed mirror of every FOMO buy, every panic sell, every rupee it cost. You don't pitch. You sit next to the report.

WHAT GETS AUDITED

Every upload runs through 17 behavioural pattern detectors and 10 profile risk checks, including:

- 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 one sector
- Averaging Down, IPO Chasing, Revenge Trading, Jobbing/Churning
- Event Reaction — trades around Budget, RBI, elections
- SIP Stoppage — paused SIPs during falling markets
- Life Cover Gap, Critical Illness, Personal Accident shortfall
- Emergency Fund Gap, FD Erosion, Recency Bias, and more

Plus alpha vs Nifty 50, portfolio turnover and a profile health radar — every finding rupee-costed and research-cited.

ASSET ALLOCATION & FINANCIAL HEALTH

The behaviour audit wins the room. The numbers seal it. AdvisorGrow reads the client's full picture — income, expenses, insurance, loans, gold, dependents — and lays their asset allocation bare: how much sits in equity, debt, gold and cash, where they're over-concentrated or quietly under-invested for their age and goals, and what to move. Every gap is a reason to call you back.

HOW IT WORKS

1. 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. Under 30 seconds.

2. ANALYSE — 17 behavioural patterns, 10 profile risks, alpha calculation, projection paths. Done on device.

3. HAND OVER — A branded PDF with your logo, your letterhead, your tone. Share over WhatsApp, email it, or print it.

TWO REPORT FORMATS

1) SNAPSHOT — One A4 page. Top 3 biases, alpha line, cost-of-habits hero number, your branding. 90-second read. Designed to hand over at the end of a meeting.

2) FULL REPORT — Up to 20 pages. Habit-by-habit pages with trade-level evidence, profile health radar, projection charts (current trajectory vs behaviour-corrected), research citations (Odean, Ilmanen, SEBI, NSE), and a personalised weekly/monthly action plan.

EVERYTHING AROUND THE CLOSE
The audit wins the meeting. AdvisorGrow runs the rest of your practice too:

1) YOUR OWN WEBSITE — auto-built from your profile at advisorgrow.co.in/yournumber. Share one link; prospects see a credible advisor before you even meet.

2) TESTIMONIALS & WALL OF FAME — collect reviews with a single link; your best ones publish to your website automatically.

3) CRM LEADS & DIARY — track every prospect from first contact to signed client, with notes and reminders so nothing slips.

BUILT FOR

- SEBI-registered RIAs
- MFDs & ARN holders
- Insurance Advisors & IRDAI Brokers

PRICING

First client report is free — both formats, full branding, no credit card. ₹4,999/year after that for unlimited client reports, both formats, your branding, and all future updates.

PRIVACY & COMPLIANCE

Every upload is parsed and analysed on-device. The PDF is generated on your phone. Client data never leaves the device — no servers, no transmission, no third-party storage. Every report carries a prominent "Not SEBI-registered advice" disclosure. The advisory relationship stays between you and your client.

WORKS WITH

Zerodha, Angel One, Groww, Upstox, ICICI Direct, NSDL CAS, CDSL CAS, CAMS, KFintech, plus mutual-fund statements and policy details (life, health, term, ULIP) from any insurer.

Made in India by Softdew Tech