The Platform

Every tool an advisor needs to research, explain, and defend financial decisions.

Bodhrik is organized across three layers — Core Advisory, Extended Wealth Research, and Premium Intelligence. Each layer builds on the one before it.

What Powers Bodhrik

The platform watches the world so you don't have to.

Every day, Bodhrik processes multiple categories of signals — macro events, market movements, fund-level changes, geopolitical developments, and changes in your clients' own situations.

It matches these signals against a growing pattern library built from years of Indian market history. It traces the causal chain from each event to each of your clients' specific holdings and goals.

The result: structured advisory context — situation, rationale, recommended action waiting for you when you open the platform each morning.

You review. You validate. You deliver. The intelligence is Bodhrik's. The advice is yours.

  1. Multiple Signal CategoriesMacro · Market · Fund-level · Geopolitical · Client
  2. Pattern-MatchedEvery signal compared against historical patterns with confidence scoring
  3. Client-SpecificImpact traced to each client's actual holdings, goals, and risk profile
Platform Layers

Everything an advisor needs to advise with confidence.

Each layer builds on the previous, creating a complete advisory intelligence system.

LAYER 01

Core Advisory

Launching · Phase 1

MF Intelligence

The research engine for mutual fund advisory.

  • Portfolio diagnostics — what's working, what isn't, and why
  • Multi-source aggregation
  • Contextual analysis
  • Signal classification
  • New Portfolio Construction

Goal-Based Planning

Goal-based financial plans built on global and institutional standards.

  • Retirement & life-event planning
  • Scenario modeling
  • SIP mapping with assumption documentation
  • At-risk goal detection

Compliance & Suitability

Suitability checks and audit trails built into every advisory action.

  • Suitability assessment per client
  • Immutable audit trail
  • Disclaimer management
  • Compliance-ready advisory records
How Bodhrik Handles Your Clients' Data

We store the advice, not the money.

Bodhrik is built on a deliberate data principle: we store advisory snapshots — the rationale, the context, the assumptions, the approval, not live portfolio values, transaction history, or execution data.

What Bodhrik Stores

  • Input assumptions
  • Portfolio snapshots used for analysis
  • Advisory logic and rationale
  • Research outputs
  • Reports shared with clients
  • Advisor approvals

What Bodhrik Never Stores

  • Live portfolio values
  • Transaction history
  • SIP execution data
  • Goal progress tracking
  • Client net worth tracking

Why This Matters

  • No execution liability
  • No CRM duplication
  • No regulatory overreach
  • Clean, defensible, compliance-safe
  • Your client data protected
— Ready to See It in Practice —

We're onboarding the first 50 advisors personally.

Join the list and we'll show you exactly how Bodhrik works for your book.

Join Early Access