Trust & Security
Built compliant from day zero.
Indian advisory is regulated, and we take that seriously.
DPDP Act compliant
Consent-first analytics. Decline is the default. PII segregated to dedicated schemas with row-level security.
SEBI & PFRDA aligned
Workflows audited against current SEBI and PFRDA guidelines for IFAs and pension agents.
AMFI-verified ARN fetch
Live AMFI lookup at onboarding. No manual ARN entry, no typos, no expired registrations.
Hosted in India (DO BLR1)
All client data stays in India. No cross-border transfer, no third-party trackers that leak IP.
ISO 27001 certification in progress.