Built for Wealth ProfessionalsBodhrik Engine · Live Signal Tracing
Your clients expect intelligence. The AI-powered wealth intelligence layer built to deliver it.
Not a portfolio tracker. Not a CRM. Bodhrik is the wealth intelligence platform for modern MFDs, wealth firms, and financial professionals so you walk into every meeting already knowing what matters.
Five questions. We tell you what Bodhrik would do for your book — before you talk to anyone.
The Advisor's Reality
Good advisors are drowning in information. Not intelligence.
The tools built for Indian financial advisors were designed for a different job. Trackers track values. CRMs track contacts. None of them help the advisor think.
01
Information without context
Market events, fund changes, macro data — arriving constantly, with no connection to your specific clients. You know something happened. You don't know what it means for the person sitting across from you.
02
Clients without explanations
Your client calls after a market drop. You know it'll be fine. But articulating why with specifics, with rationale, with confidence takes time you don't have in that moment.
03
Advice without a record
Every review starts from scratch. No institutional memory. No clear audit trail. No record of the reasoning behind what you recommended six months ago.
Does this match your reality?
A Different Way to Advise
From reactive to prepared.
Same advisor. Same clients. Same markets. Different relationship to information and to time.
Today
- You find out a client is affected when they call you
- Research, rationale, and compliance are three separate problems
- Your advice lives in your head
- You react to markets
With Bodhrik
- You know which clients are affected — before they ask
- One advisory snapshot. Research, rationale, and compliance trail — together
- The platform remembers the advice. Every decision. Forever.
- You anticipate. Bodhrik has already connected the signal to the client.
“The platform remembers the advice, not the client's money.”
A Monday Morning, TracedRBI cuts rates. 9:14 AM.
RBI cuts rates. 9:14 AM.
Your first client call is at 10:30.
09:14:02 ISTRBI announces 25bp rate cut. Markets digest.
09:14:08 ISTBodhrik traces causal chain across your book.
09:14:12 IST8 clients flagged. Ranked by exposure. Notes drafted.
10:28:00 ISTYou open Bodhrik. You already know what to say.
Bodhrik has already identified 8 of your clients who hold liquid-heavy portfolios that may benefit from a duration shift.
It's traced the causal chain — which funds, which holdings, which goals are affected. It's prepared a structured advisory note for each.
You open Bodhrik. You see the 8 clients, ranked by exposure. You review. You validate. You call the two where the opportunity matters most.
Your client picks up. You already know what to say.
You own the advice. Bodhrik powers the intelligence behind it.
Would this Monday morning help you?
NIFTY 5024,847.15+0.42%•SENSEX81,432.66+0.38%•INR/USD83.24-0.12%•10Y G-SEC6.78%-2bp•BRENT$74.18+1.24%•GOLD62,840+0.68%•BANK NIFTY52,138.20+0.51%•IT INDEX42,612.85-0.34%•AUTO INDEX25,847.40+0.92%•PHARMA21,408.65+0.18%•REPO RATE6.50%unch•CPI5.08%-12bp•FII FLOWS2,847cr+net buy•DII FLOWS1,624cr+net buy•
Why Intelligence Wins
Three pillars of the intelligence advantage.
The wealth professionals who win in an AI-driven market won't just have better tools — they'll operate with institutional-grade intelligence.
01AI-Powered Intelligence Edge
Build institutional-grade research capability
Create differentiated HNI conversations, generate intelligent client insights, and stay relevant in AI-driven financial markets. Bodhrik gives smaller wealth firms the intelligence infrastructure of institutional players.
02HNI Client Protection Through Intelligence
In an AI-driven world, HNI clients will expect more
Identify portfolio risks before clients ask. Create intelligent portfolio perspectives. Build continuity intelligence that improves client trust, retention, and the depth of your most important relationships.
03Multiple Revenue Opportunity Engine
Unlock smarter revenue beyond your core book
Not just a research system — a Revenue Expansion Intelligence Layer. Identify deeper client needs across mutual funds, insurance, retirement, estate, tax, PMS/AIF, and family office opportunities.
Built On A Real Book
Bodhrik's first applied client is a real advisory firm — and we built it with them.
Rubik Wealth, an AMFI-registered wealth firm based in Pune, is the first firm Bodhrik was put to work on. Every module ships only after Rubik has used it for at least four weeks on real client conversations. The numbers on the right are real. The names are masked at source — Bodhrik never sees them.
Read the full case studyCASE STUDY 01// names & PII masked at source
RW
Rubik WealthAMFI-Registered MFD · Pune
120— Active Clients
₹25Cr— AUA Under Advisory
140— Mutual Fund Reviewed
60— Retirement Plans Built
The Platform
Built across the full advisory lifecycle.
Sixteen modules across research, planning, compliance, and client engagement — launching in deliberate phases.
MF Intelligence
Portfolio diagnostics, fund scoring, new portfolio creation, and hold/review/replace decisions with documented rationale.
Goal-Based Planning
Goal-based financial plans built on global and institutional standards.
Compliance & Suitability
Suitability checks, audit trail, disclaimer management — built into every advisory action.
Equity Intelligence
Portfolio review, stock analysis, sector risk mapping connected to your clients' actual holdings.
Event Impact Intelligence
Market events traced through the causal chain to your clients' exposure — automatically.
Client Engagement Engine
Review reminders, WhatsApp summaries, engagement automation — branded as you.
HITLCERTIFIED
Founding advisors are recognised as Human-in-the-Loop AI Advisors.
Bodhrik generates the intelligence. You validate it. That validation is what makes our research defensible and what earns founding advisors a credential they can show clients, compliance officers, and peers. The advice stays yours. The recognition is for the judgement behind it.
— Two Ways To Go Deeper —
Don't take our word for it. See it.
No sign-up wall. No "request a demo" form that goes nowhere. Two doors — pick the one that matches how you want to evaluate Bodhrik.
DOOR 01Recommended
Discover what Bodhrik would do for your book.
Five questions about your practice. Two minutes. We tell you the kind of advisor you appear to be, the gaps we'd address first, and exactly which modules we'd deploy — for you specifically. No email asked.
Take the 2-min DiscoverDOOR 02
See it on a real book.
The Rubik Wealth case study walks through 120 real clients, 60 retirement plans, 140 mutual funds reviewed — with masking applied. Read how Bodhrik runs in a working firm, then open a demo account using the same masked book.
Read Case Study 01Cohort 01 · Inviting
Already convinced?Skip the doors.
Join the founding cohort of wealth professionals building the future of wealth intelligence in India. Apply directly to the founding cohort.
Apply directlyFounding cohort — direct path
Our team will personally connect with you within 48 hours. No automated drip.