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What Bodhrik looks like in a real advisory practice.
We built Bodhrik alongside an actual advisory firm — not in a lab. Every module is validated on real client conversations before it ships to the platform.
01Case Study Live
15In Onboarding
120Real Clients Behind The Data
100%Names & PII Masked
— A Note On What You're Looking At
The numbers on this page are real. The names are not. Client identities, holdings detail, and personally identifiable information are masked at the source — Bodhrik never sees them. What you see is the same view the firm's principal sees, with a privacy layer applied for public reading.
Case Study 01● Active deployment · Live since Phase 0
RW
Rubik WealthAMFI-Registered MFD · Pune
Before Bodhrik, brilliant advice was disappearing between conversations.
Rubik Wealth ran a tight 120-client book. The principal knew every client's situation. The problem was: so did only the principal — and only until the next quarter began.
// masked— Active Clients120stable since Q1 2026
// masked— AUA Under Advisory₹25Cr▲ +12.4% vs prior quarter
— Retirement Plans Built60▲ +14 in last 3 months
— Advisory Records Logged312▲ +40 since Bodhrik live
— The Problem, Exactly
Every quarterly review started by rebuilding the past from scratch.
Every quarter, review prep meant rebuilding the past from scratch. Why was this fund chosen? What did the client agree to in January? What assumption underpinned that allocation? The answers lived in three different spreadsheets, two inboxes, and one person's memory — and that memory had 120 clients in it.
120 clients × 2.1 hrs of quarterly reconstruction = 252 hours of friction per year. Not analysis. Just remembering. The firm wasn't struggling with the work — it was struggling with the overhead of not forgetting it.
— The Morning That Made It Real
When the RBI moved rates, the platform had already done the work.
January. RBI moves rates. Eight clients have duration-sensitive portfolios. Before Bodhrik: hours of pulling records, re-reading old notes, drafting messages one by one. By the time the calls were made, the market had moved.
The morning after the RBI decision, Bodhrik had already traced which clients were affected, surfaced their holding rationale, and prepared notes — before 9:30 AM. Not because the firm was faster. Because the platform had done the overnight work. That's when the team understood what institutional memory actually means.
— Before Bodhrik
- ✗Rationale lived in inboxes, spreadsheets, and one person's head
- ✗Every quarterly review started from zero reconstruction
- ✗Market events triggered reactive scrambling, not proactive outreach
- ✗Compliance audit prep took 3 days of manual retrieval
— With Bodhrik
- ✓One advisory record per client — every recommendation, queryable in seconds
- ✓Reviews anchor on prior rationale, not reconstruction
- ✓Market signals traced overnight; affected clients flagged by 9:30 AM
- ✓Same-day audit readiness, always
— What Bodhrik Did
Five modules, deployed in sequence, on a real book.
Rubik's deployment wasn't a "sign up and explore." Bodhrik onboarded the entire 120-client book through structured profiles and portfolio snapshots. From that base, modules went live one at a time — each one tested against real client conversations before being declared production-ready.
The order mattered. Onboarding first, because the rest of the platform depends on a complete client record. Then MF Intelligence — the wedge. Then Goal Planning, because the firm's heaviest concentration was in retirement-stage clients. Compliance and the advisor dashboard rounded out Phase 1.
- M01 · MF IntelligenceHold/review/replace decisions on the entire mutual fund book — 9 funds reviewed, 2 replaced.Used weekly
- M02 · Goal Planning60 retirement plans built · 14 child-education goals · 7 home-purchase goals tracked with at-risk detection.Used daily
- OnboardingFull profiles, risk assessments, portfolio snapshots — built once, versioned forever.Foundational
- M03 · Compliance312 advisory records logged with rationale, suitability checks, immutable audit trail.Per-decision
- Advisor DashboardMorning view: pending reviews, at-risk goals, signal-affected clients — ranked by priority.Used daily
The morning after the RBI decision, Bodhrik had already traced which clients were affected, surfaced their holding rationale, and prepared notes — before 9:30 AM. We weren't faster. The platform had done the overnight work. That's when we understood what institutional memory actually means.
— What Changed
The book ran differently within the first quarter.
The headline change wasn't a number. It was that review prep stopped starting from scratch. A quarterly review used to mean two hours of reconstruction per client; now the rationale, the assumptions, and the prior recommendations are sitting in the record, ready to anchor the conversation.
The measurable shifts followed:
— Review prep time-80%2.1 hrs → 25 min per client
— Compliance audit prep-90%3 days → same-day
— Goal reviews per quarter+44ad hoc → continuous
— Advisory records logged312with rationale, suitability & audit trail
More important than any single number: the firm started anticipating instead of reacting. The 252 hours a year spent on quarterly reconstruction didn't disappear — they were redirected. Reviews now anchor on prior rationale. Market events surface affected clients overnight. The advice hasn't changed. The institutional memory behind it has.
— What's Next
Equity Intelligence and Event Impact go live at Rubik first.
Phase 1B — Equity Intelligence, Event Impact Intelligence, and the Client Engagement Engine — is being deployed on Rubik's book through Q2 2026. Each module follows the same protocol: four weeks of live use at Rubik, then it ships to founding cohort advisors.
This isn't beta testing. It's the principle the firm runs on: nothing reaches another advisor's clients until it's worked on Rubik's clients first.
In Onboarding
Eight more firms joining the case-study record.
Founding cohort advisors who've agreed to publish their case study after six months of live deployment. We'll add them as the data matures.
See It For Your Practice
Two ways to go deeper.
The Rubik Wealth case study tells the story of one firm. To understand what Bodhrik would do for your specific book — explore further.
— Demo Account
Open a simulated advisor account using Rubik's masked book. Walk through MF Intelligence, Goal Planning, and the Advisor Dashboard exactly as Pankaj uses them.
Open Demo Account