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📊 Today's Briefing
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CAS Upload NEW
Upload CAMS/Karvy PDF → instant portfolio review
Risk Profiler NEW
SEBI 10-Q assessment → asset allocation in 3 min
Client Proposals NEW
Multi-step wizard → branded advisory PDF in 5 min
New SIP Plan
5-page premium PDF in 30 seconds
Goal Planning
Smart goal-based investment plan
Generate Will
Hindu/Muslim/Christian compliant Will
WhatsApp Templates
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📋 Recent Activity
Welcome to MFDTools v2 — Login Platform 🎉
Risk Profiler — Just launched ◐
CAS Upload module — Available now
Try the new Pension Premium v2 PDF