Know every client like your finest.
The wealth platform built to deliver tailored, high-touch intelligence to every relationship, at scale.
Built on trusted rails
DigiLocker
What changes when your practice runs on Manthan.
Grow your practice. Family by family.
Book metrics, automated action items and upcoming client reviews, unified in one place. Connected holdings, documents and conversations mean your daily workflow prioritises itself.
Explore the practice dashboardNeeds a person today
Onboarding funnel
Reviews due this week
Illustrative visuals and data. For preview only.
Your brand. Front and centre.
Give your clients a polished digital portal under your own brand. From total net worth and goal tracking to upcoming SIPs, they see everything, and your name is the one they see.
Preview the client appDemo Wealth
HomeHi Ananya
Illustrative visuals and data. For preview only.
Built around the way you work.
Enable only the modules your firm needs. Align roles, onboarding, compliance agreements and fee mandates to your exact regulatory set-up and workflow.
Explore platform modularityInteractive preview. Toggle modules above.
Beyond mutual funds. Beyond standard portfolios.
Investments are only one part of the story. Manthan brings together everything a family owns, owes and protects in one view.
Your firm & the family
Market-linked
Transact mutual funds · track the restEquities, mutual funds, ETFs, bonds and other market securities, tracked together.
- Mutual fundsRegistrar feed CAS ExchangeTransact today
- Equities and sharesCAS Account AggregatorTrack today
- ETFsCAS Account AggregatorTrack today
- REITs and InvITsCAS Account AggregatorTrack today
- Bonds and debenturesCAS Manual entryTrack today · transact with partners
- Government securitiesAccount Aggregator Manual entryTrack today
- Sovereign gold bondsCAS Account AggregatorTrack today
Deposits and cash
Track todaySavings, current accounts and fixed deposits across banks.
- Fixed depositsAccount Aggregator Manual entryTrack today · transact with partners
- Recurring depositsAccount Aggregator Manual entryTrack today
- Savings and current accountsAccount Aggregator Manual entryTrack today
Retirement
Track todayProvident funds, pensions and retirement accounts, in full view.
- EPFAccount Aggregator Manual entryTrack today
- PPFAccount Aggregator Manual entryTrack today
- NPSAccount Aggregator Manual entryTrack today
Insurance
Track todayLife, health and general policies in one place, so gaps in cover are easy to spot.
- Term lifeAccount Aggregator Manual entryTrack today
- HealthAccount Aggregator Manual entryTrack today
- ULIPsAccount Aggregator Manual entryTrack today
- Endowment and traditional plansAccount Aggregator Manual entryTrack today
- General insuranceManual entryTrack today
Alternatives
Track todayPMS, AIFs, unlisted equity and private assets, included in asset allocation.
- PMSManual entry Partner feedTrack today
- AIFsManual entry Partner feedTrack today
- Unlisted shares and ESOPsManual entryTrack today
Physical assets
Track todayReal estate, precious metals and other tangible assets, alongside liquid portfolios.
- Real estateManual entryTrack today
- Gold and jewelleryManual entryTrack today
- VehiclesManual entryTrack today
Liabilities
Track today · loans against funds comingHome loans, loans and credit lines, so net worth is accurate.
- Home, car and personal loansAccount Aggregator Manual entryTrack today
- Loan against mutual fundsPartner feedComing with partners
- Credit cardsAccount Aggregator Manual entryTrack today
Data sources: Account Aggregator, registrar feeds, CAS uploads or direct entry.
Self-onboarding for them. Automated CRM for you.
Click through the flow below. As a client completes onboarding on the left, Manthan updates your CRM and assigns team tasks on the right.
Demo Wealth
Your client's appSign in
Code sent to the phone
Profile
Risk profile
If your investments fell for a few months, what would you do?
KYC
Documents and e-sign
Bank and mandate
Exchange account
Welcome
Welcome to Demo Wealth
Passwordless access. Clients sign in to your branded app with a one-time code.
Guided profile collection. Personal details, family structure and contact data, gathered in one simple form.
Risk profiling, your way. Questionnaires set up to match your firm's advisory framework.
CKYC verification. PAN and CKYC records are checked automatically to confirm eligibility.
Paperless Aadhaar e-sign. Agreements, charters and client documents, generated and e-signed without leaving the app.
Bank and mandate set-up. Bank account verification and eNACH registration for recurring investments.
Exchange account (UCC) creation. UCC created on BSE StAR MF and NSE, so orders can start from day one.
Client activation. The client enters your branded portal. Your team gets a fully onboarded relationship.
Where your firm's registration requires them, the agreement, investor charter and fee mandate steps appear too.
Onboarding
Tasks created for your team
- Call to say hello
- Review the risk profile
- Check KYC documents
- Confirm the mandate
- Place the first SIP
- Book the first review
Illustrative visuals and data. For preview only.
From first conversation to annual review.
CRM
Leads, interactions and communication history in one pipeline.
Onboarding
Self-onboarding with KYC verification, Aadhaar e-sign and eNACH mandates.
Holistic view
Net worth, liabilities and insurance cover, brought together from every data source.
Execution
Order placement, tracking and settlement across supported products.
Operations
Reconciliation, task routing and exception management for back-office teams.
Client reviews
Tailored performance reports and goal tracking, under your firm's brand.
Spring Sense AI · rolling out to firms now
AI prepares the work. Your team stays in control.
Five specialised AI capabilities, built into your daily workflow. Use them one at a time, whenever your team needs them.
Before the meeting: client brief
After the meeting: summary and actions
Drafted by Spring Sense. Edited and owned by your team.
Review draft · Rao family
Holdings across the family's accounts were brought together. Two SIPs ran on schedule.
Suggestions for discussion: two items, listed below for you to edit.
Next step: review with the client on Thursday.
Drafts waiting for your approval
"Your SIP runs on the 5th. Nothing to do on your side."DraftApproved
"Wishing you a happy birthday from all of us."DraftApproved
"Please share a copy of your address proof."Draft · waiting for you
Nothing is sent until a person on your team approves it.
3 items flagged this morning
Answer drawn from your firm's client records
AI-generated. Check it before you use it.
- An approval gate before anything reaches a client
- A clear label on every AI-generated draft
- Advisors own every output
Their app. Your identity.
A consumer-grade app under your own identity: your logo, colours and typography, with Manthan running in the background.
What you customise
- Firm name and app store listing
- Brand colours and accents
- Typography
- Logo, icons and splash screens
- Contact and registration details
What Manthan runs
- Layout and components
- Accessible contrast (WCAG 2.2 AA)
- Regulatory disclaimers and risk notices
- Core infrastructure and security
- A small technology credit
Preview your brand
Colour
Font
The preview updates the client app as you change it. It doesn't change this website.
Your firm
Your brandHi Ananya
Built for regulated practice. Designed for speed.
Rules built into every flow
Onboarding steps, audit trails and approval chains follow what your registration requires.
Protected risk warnings
Edit your templates freely. Mandatory risk warnings and identity blocks stay in place.
A document vault per client
Agreements, statements and signed disclosures, stored securely under each client profile.
Deeply integrated. Built on trusted rails.
Direct connections to exchanges, registrars, KYC, e-sign and account aggregators, ready to use.
- BSE StAR MFLiveOrders
- NSELiveOrders
- MF UtilitiesLiveOrders and KYC status
- CAMSLiveRegistrar feed
- KFintechLiveRegistrar feed
- CKYCLivevia Zoop
- Account Aggregator, via FinarkeinLiveConsent-based account data
- DigioLiveAadhaar e-sign and e-mandates
- SignzyLiveKYC
- OTPlessLiveSign-in codes
- AiSensyLiveWhatsApp messaging
- DigiLockerDigiLockerLiveDocuments with consent
- MF CentralLiveCAS and service requests
- smallcase GatewayLiveModel portfolios and stock baskets
AppreciateComing soonGlobal investing
CMOTSComing soonMarket and fund data
CAS ParserComing soonHoldings import
Volt MoneyComing soonLoan against mutual funds- BlostemBlostemComing soonFixed deposits
NuvamaComing soonWealth data and bonds
IndiaBondsComing soonBonds- The Wealth CompanyThe Wealth CompanyComing soonFund house pilot
ExotelComing soonCalling and recording
Logos belong to their owners. Coming soon integrations are in development and not live yet.
Everything your practice needs. Switched on for your firm.
From CRM and onboarding to orders, operations, billing and Spring Sense AI. Each area shows what is live today and what is coming soon.
Frequently asked questions
Who is Manthan built for?
SEBI-registered investment advisers (RIAs), mutual fund distributors (MFDs) and wealth practices, whether you advise, distribute or both.
Will our clients see the Spring Money brand?
Only as a small technology credit. Your firm's name, logo, colours and typography lead every screen.
Does Spring Money sell investments or give advice?
No. Spring Money is a technology provider. Your firm keeps full ownership of advice and distribution, under its own registration.
What is Spring Sense AI?
A set of AI capabilities that draft meeting briefs, prepare portfolio reviews and check compliance items. Nothing reaches a client without an advisor's approval.
How is Manthan priced?
3 basis points (0.03%) a year of managed assets on the platform, billed monthly, plus GST. All capabilities and updates are included.
How do we see a live demo?
Get in touch to book a private walkthrough. We'll prepare a demo in your firm's brand and set-up.