A distribution or advisory firm in India runs on many systems at once: an exchange for orders, registrar feeds for holdings, a KYC service, a signing service, spreadsheets for reviews, and a messaging app for everything else. Its clients see a different brand on every one of them.
We think a firm should run its whole practice in one place, under its own name, and offer wealth management as personal as the family it serves.
That is what we build: Manthan, one platform with integrated intelligence and the firm's own brand in front of every client, and Spring Sense agents, rolling out to firms now, that prepare the work for people to approve.