The backend engine for RIAs who value their
bandwidth. We bridge the gap between sound advice and professional
presentation, turning your practice into a streamlined, compliance-ready
operation.
Why We Built This
I approached finance as a client, not a consultant.Coming from IT, I saw sound logic trapped in walls of numbers with no narrative or visual appeal.
The realization: RIAs need a practice "home," not just tools.Watching my wife’s manual practice, it was clear that fragmented tools were the real bottleneck.
"Your advisory is your moat."Mandala handles the operations so your bandwidth stays focused on what you do best: the advice.
The Full Ecosystem
Everything your practice needs, in one place
Overview
High-level insights into practice growth and client satisfaction metrics.
Leads
Simple, integrated CRM to track prospects and convert them into clients.
My Clients
Centralized directory of all family groups and individual client profiles.
Client Details
Deep-dive into personal info, risk profiles, and documentation status.
Goals
Dynamic planning for retirement, education, and milestones with Monte Carlo odds.
Holdings
Multi-asset portfolio tracking with live NAVs and automated CAS ingestion.
Dashboard
Practice-wide AUM, allocation alerts, and urgent action items at a glance.
Allocation
Real-time drift monitoring across equity, debt, gold, and cash buckets.
Liquidity
Emergency fund tracking and short-term cashflow availability analysis.
Simulator
Interactive "What-if" tool to show clients the impact of market changes.
RetireSmart
Sophisticated 3-bucket withdrawal engine for sustainable retirement income.
Practice Ops Beta
Integrated Audit Logs, Snapshots, Billing, and Transaction XIRR engine.
The Mandala Journey
Practice Lifecycle: From Setup to Advisory
01
Foundation
RIA Onboarding Req
Digital Service Agreement Req
Org & Team Config Opt
White-label Branding Opt
02
Integration
Client Onboarding (Excel/Manual) Req
Mandatory PII (Name, PAN) Req
Holdings Ingest (CAS/Excel) Req
Family Grouping Opt
03
Advisory
Goal Mapping & Stress Test Req
Branded PDF Generation Req
IPS & Suitability Opt
Meeting Notes & CRM Opt
Practice Overview
Everything that needs your attention, on one screen
Total AUM, allocation across equity, debt, gold and cash, and
an alerts panel that surfaces off-track goals, overdue follow-ups and low
emergency funds — automatically.
SEBI-Ready Compliance & Your Data
Built for a regulated practice
Zero-Advice Utility: Mandala follows the SEBI mandate as a pure technology utility. We provide no automated advice or third-party ratings.
Practice Sovereignty: You maintain full control over your views. Manage your "House View" and proprietary advice at the practice level, propagated instantly across your client base.
Risk profiling questionnaire → IPS generator → suitability records → full audit trail.
Every Client, One View
Holdings across every asset class
Mutual funds, SGBs, stocks, NPS, PPF, FDs — live NAV refresh,
imported in minutes from a CAS or Excel file.
Goals-Based Planning
Clients invest in goals, not "funds"
Retirement, education, a home — goal cards show projected
value, SIP gap, and a Monte Carlo probability of success ("82% chance of
hitting target").
Stress Test
Show clients the crash before it happens
Five historical crash scenarios applied to their actual
portfolio, with the ₹ impact shown per goal.
Retirement Cashflow Plan
Never sell equity at the wrong time
A three-bucket withdrawal plan, market-regime-aware, with
runway shown in years.
The Client Deliverable
A report your client is proud to receive
One click, branded PDF — cover, goals, holdings, drift chart,
benchmark comparison, and 12 auto-surfaced risk flags. Every page carries
your name.
Our First 5 Customers
The Offer
1 month free, full features, 2 clients — No payment required
The first 30 days are a value test, not a contract. If Mandala doesn't save you hours of manual work in your first month, the door stays open—no obligations, no friction.
Hands-on onboarding call — we help import a sample or real client portfolio
Most advisors have their first client live in under 10 minutes
Our Commitment to You
"We're early — there may be bugs or issues. We commit to fixing
reported issues in 24-48 hours, depending on severity."
"The point of the month is simple: see if Mandala adds value to your
practice. If it isn't a fit yet, tell us what's missing — that's
valuable to us, and the door stays open."
"One ask: treat this as a private trial — please don't reproduce our
features or workflows for a competing product (covered in the service
agreement)."
Pricing
Built around how you work
Per-client — billed monthly or annually
% of AUM — for practices that prefer fees to scale
with assets under advice
We'll land on the right structure together
once you've seen it in action with your own clients.
Next Steps
Let's get your first client in
Schedule a 15-minute walkthrough on a sample client.
