The cost of not having institutional memory is already on your books.
120 clients · 2.1 hrs quarterly reconstruction per client · 252 hours/year spent remembering, not advising.
All plans include all three Phase 1 modules. Price scales with your client book — not your features.
For growing MFDs building their first systematic process
+ GST · billed annually
₹2,000 / month equivalent
Up to 75 clients
Get startedMF Intelligence
- →Portfolio diagnostics — what's working & why
- →Multi-source fund aggregation
- →Contextual fund analysis
- →Signal classification (hold / review / replace)
- →New portfolio construction
Goal-Based Planning
- →Retirement & life-event goal plans
- →Scenario modeling per goal
- →SIP mapping with assumption docs
- →At-risk goal detection & alerts
Compliance & Suitability
- →Suitability assessment per client
- →Immutable audit trail on every action
- →Disclaimer management
- →Compliance-ready advisory records
For established practices — reviews, compliance & goals daily
+ GST · billed annually
₹3,500 / month equivalent
Up to 200 clients
Start deploymentMF Intelligence
- →Everything in Starter
- →Priority signal alerts before market open
- →Cross-book overlap & duplication analysis
- →Morning advisor dashboard — priority view
Goal-Based Planning
- →Everything in Starter
- →Multi-goal household planning
- →Continuous goal review cadence
- →Goal health score per client
Compliance & Suitability
- →Everything in Starter
- →Bulk audit export — same-day readiness
- →Review cycle tracking & overdue flags
- →Client approval logging
For multi-advisor firms and HNI-focused practices
+ GST · billed annually
₹5,500 / month equivalent
200+ clients
Talk to usMF Intelligence
- →Everything in Professional
- →Multi-advisor book segmentation
- →Custom signal thresholds per advisor
- →Bulk client import & migration support
Goal-Based Planning
- →Everything in Professional
- →Family-office multi-entity planning
- →Generational wealth goal mapping
- →Custom goal categories
Compliance & Suitability
- →Everything in Professional
- →Multi-advisor compliance dashboard
- →Named account manager
- →Priority roadmap access
First 50 advisors. Starter pricing. Forever.
Founding members lock in ₹24,000/year regardless of how large their book grows — with direct access to Bodhrik's product roadmap. Not a discount. A permanent advantage.
- ✓₹24,000/year locked permanently — no price increases as your book grows
- ✓Founding Member badge on your Bodhrik advisor profile
- ✓Direct product team access — feature requests & roadmap input
- ✓Priority onboarding — full book migrated within 5 business days
Is my client data safe?
Bodhrik never sees client PII. All identities masked at source. Your data lives in your account — not pooled with others. Built on institutional platform standards.
What if I want to cancel?
Annual billing — commit once a year, not forever. Cancel before renewal and we will not charge again. Structured 4-week onboarding ensures Bodhrik is live on your book before full billing.
How long before I see results?
Rubik Wealth saw measurable changes in Q1. Week 1: onboarding & migration. Weeks 2–3: live use with our team. Week 4: first review cycle on Bodhrik. Rationale capture begins from day one.
“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.”
Shraddha M
Director, Rubik Wealth
Your book deserves institutional memory.
Start with the plan that fits today. Upgrade as you grow. Lock in founding pricing before spots run out.
Bodhrik Financial Technologies · bodhrik.com · All prices exclusive of GST · Annual billing only · Client data masked at source · Founding cohort pricing subject to availability