Coming 2027
Advisor track is next, not now.
We're shipping retail-first. Financial advisors, MFDs, and RIAs are on the roadmap — we'll open the B2B tier once ParakhFolio has a stable retail base (~50 paying users). That's what keeps the engineering and support load honest.
Join the advisor waitlist
One email when we open the advisor track. We'll honour founding-member pricing for everyone on this list.
What's on the advisor roadmap
- Unified dashboard for every client's portfolio
- Per-investor macro factor overrides and AI analysis workflow
- White-label PDF reports with your logo + firm details
- Client-facing investor portal (optional)
- Bulk CAMS / KFintech / NJ Wealth statement ingestion
- GST-compliant subscription billing (Razorpay)
Want to see the advisor dashboard right now?