Product Walkthrough
The 15-Minute Professional Practice
Demo Plan: From Setup to Board-Grade Advisory.
Today we’re going to run through the full lifecycle of an advisor’s desk. We’ll move from a fresh setup to a high-fidelity client deliverable in real-time.
Phase 1
Foundation: From Lead to Client
Access via Google Auth and upload your logo. It instantly reflects across the app.
Track prospects and convert them into clients with one click. No data entry double-work.
Check your AUM and automated alerts. See exactly who needs your attention today.
Phase 2
Integration: Legacy & Logic
Quick support for importing data from your old system, Excel, or other files. Zero downtime.
Set inflation-adjusted targets for 'Retirement' or 'Education'. Focus on outcomes, not just assets.
Drag-and-drop a CAS/CAMS PDF. Portfolio and live NAVs update in seconds.
Phase 3
Advisory: The Moment of Insight
Bulk-map imported funds to the goals created in Phase 2. Link assets to outcomes.
The magic moment: SIP gaps and 'Probability of Success' update instantly based on fresh NAVs.
Run the "Crash Scenario." Show the rupee impact of a -30% drop on their specific goals.
Phase 4
The Deliverable: One-Click Payoff
Click the report button. Select sections: Stress Test, Goals, and Risk Flags.
Review the 14-page branded report. Built to look like it cost ₹50,000 to produce.
Show the full traceability of every change made. SEBI-ready audit trails, built-in.
Your advice, elevated.
Ready to see it run on a live account?
Mandala handles the operations. You handle the clients.
STARTING THE DEMO NOW →