Run a PRIM book without building a back office

With a 1% fee cap, a PRIM manager has to look after hundreds of accounts per person. We're building the software that makes that work, and want a small group of distributors and portfolio managers to shape it before 1 April 2027.

Model portfolios

Build strategies by risk band from direct-plan schemes, ETFs, index funds and SIFs, with version history.

Tax-aware rebalancing

Rebalance hundreds of accounts at once, choosing which lots to sell to keep capital gains and exit loads down.

Orders and reconciliation

Generate direct-plan orders and reconcile holdings daily, with an exception queue for anything that doesn't match.

Statements and fees

Time-weighted returns, fixed and performance fees with high-water marks, and client statements.

Onboarding and accreditation

KYC, agreements and manager-led accredited investor checks in one flow.

SEBI reporting

Periodic reports, grievance tracking and the records an inspection asks for.