The advisor owns the advice.
Bodhrik generates intelligence. The advisor validates, enriches, and delivers it. We are not a robo-advisor. We have no interest in replacing human judgment — we exist to make it more powerful.
About Bodhrik
Built by people who understood the gap before they built the product.
Bodhrik exists because the tools available to Indian financial advisors were built for transactions — not for thinking. We're building the platform that should have existed already.
Why Bodhrik Exists
The advice was always good. The infrastructure around it wasn't.
Indian financial advisors are some of the most trusted professionals in their clients' lives. They navigate complexity — markets, goals, tax, family, emotion — every single day.
But the tools built for them were designed for a different job. Portfolio trackers track values. CRMs track contacts. Robo-advisors remove the advisor. None of them help the advisor think.
The gap we kept seeing: advisors doing brilliant work in their heads, with no system to capture the reasoning, connect the research, or surface what matters before the client asks.
Bodhrik is the answer to that gap. Not a replacement for the advisor. The intelligence infrastructure behind them.
The platform remembers the advice, not the client's money.
Our Principles
A few things we refuse to compromise on.
Every product makes choices. These are the lines we don't cross even when it would be easier to.
Snapshots, not surveillance.
We store advisory decisions — rationale, context, assumptions. We do not store live portfolio values, transaction history, or execution data. This is a deliberate architectural choice that keeps advisors free of execution liability and clients' data protected.
Research first. Always.
Every recommendation Bodhrik surfaces is backed by a documented pattern, a causal chain, and a confidence score. We don't surface hunches. We surface structured, explainable, defensible intelligence.
Built for India, specifically.
Not a global platform adapted for India. Built from the ground up for Indian market structure, Indian regulatory requirements, Indian advisor workflows, and the specific complexity of advising Indian families across generations.
The Team
Eight people building the platform that should have existed already.
Builders, designers, and operators with conviction about what financial advice in India needs to become.
Rahul Jawahar
Chief Executive OfficerDrives Bodhrik’s vision, strategy, and AI-powered financial intelligence ecosystem, leading product innovation, advisor network growth, and institutional platform development.
Pankaj Bande
Chief Technology OfficerLeads engineering architecture and infrastructure. Responsible for how Bodhrik is built and how it scales.
Swati Bande
DirectorOversees operations, governance, and organizational direction. Keeps the company grounded while the product moves fast.
Shubam Gupta
Technology LeadDesigned the intelligence layer, data architecture, and platform blueprint. The person who decided what Bodhrik is — and what it will never be.
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Pooja Gupta
AI Solution ArchitectTranslates the intelligence layer vision into working systems. Responsible for how Bodhrik connects signals to clients to advisory context.
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Akshay Ohri
Lead EngineerBuilds the core services that power the platform — auth, client management, and the advisory record system that makes Bodhrik compliance-safe.
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Amit Kumar
Lead EngineerBuilds the intelligence and research services — the engines that score funds, detect events, and generate advisory positions.
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Lakshme Anantharam
Lead DesignerShapes how Bodhrik feels to use. Every screen, every interaction, every moment of clarity an advisor experiences in the platform.
Come Build With Us
If you see what we see, we want to hear from you.
— For Advisors
Join the early access list and be part of shaping the platform.
Join Early Access— For Everything Else
Reach out directly. Our team reads every email.
hello@bodhrik.com