White-label wealth platform for Indian advisors
Your brand. Your clients. Our technology.
Launch your own investment - a fully branded iOS and Android app for your investors, and a modern dashboard for your practice. On your registration, under your name.
We never hold client money - orders settle on BSE StAR MF and NSE NMF II rails, on your ARN or RIA registration.
The problem
Great advisors are running modern practices on tools from another decade.
The spreadsheet ceiling
Client books live in Excel, reconciliation eats your evenings, and every review meeting starts with an export. It works - until the book grows.
Software that ages you
Your clients bank on apps that feel effortless - then open the portal you gave them. Dated software quietly tells them you're behind, even when your advice isn't.
Someone else's brand
The relationship is yours; the app your clients see rarely is. Every interaction builds someone else's name instead of the practice you've spent years earning.
What it is
Ashvara Finance is a white-label wealth-management platform - one that becomes your investor app and your advisor dashboard, with your name on the App Store, not ours.
Two surfaces, one platform
A dashboard for your practice. An app for your investors.
Surface one
The advisor dashboard
Your whole book in one calm view - built for the daily rhythm of running a practice, not for a demo.
Client book. Every client, folio and family group - searchable, filterable, current.
Portfolios & holdings. Live positions reconciled from CAMS and KFintech feeds.
Transactions. Lumpsum, SIP, switch and redemption orders on exchange rails.
KYC & onboarding. KRA checks, nominee capture and digital onboarding, tracked end to end.
Reports. Valuation, capital-gains and review-meeting packs, ready to send.
Analytics. AUM movement, SIP health and renewals across the whole book.
Surface two
The investor app
A first-class iOS and Android app your clients use free - published under your brand and your store listing.
Portfolio. Holdings, folios and family view - in ₹, formatted the way India reads.
Goals. Education, retirement, a home - progress your clients can actually follow.
SIPs. Start, pause and top up with e-mandates; autopay via UPI or e-NACH.
Transactions. Invest and redeem in a few taps, settled on exchange rails.
Statements. Clean valuation and tax statements, downloadable any time.
Your presence. Your logo, your colours, your name on their home screen.
How white-label works
Branding is data, not a rebuild.
You choose your colours, type and logo. We generate a fully branded app and dashboard - your name on the App Store and Play Store, your identity in every screen.
Bring your identity. Logo, colours, typography - an afternoon's work with our team.
We generate your app. Branded builds for iOS, Android and web, ready for your own store listings.
You launch under your name. Your own store listings; platform updates flow to you automatically.
Your app, shown as Meridian Wealth - switch to compare.
Built for Indian advisors
India-native from the first line of code.
Trust, plainly
You keep what's yours.
Ashvara Finance is a technology provider - not a broker, adviser or fund house. We build the software; the practice stays entirely yours.
Your registration
You operate on your own AMFI ARN or SEBI RIA registration. We never stand between you and your regulator.
Your clients
The relationship and the data are yours - exportable at any time. Your clients see your brand, not ours.
Your money-flow, untouched
Client money moves on exchange and ICCL settlement rails. We never hold funds, never take a cut of returns.
Who it's for
From a one-person practice to a firm with thousands of clients.
MFDs
Mutual-fund distributors who want transactions, SIP books and client servicing under their own brand.
IFAs
Independent advisors outgrowing spreadsheets, ready for an operating system for the whole practice.
RIAs
Fee-only advisers who need clean reporting, direct plans and a client experience that matches their standards.
The platform
A complete platform, ready to run your practice.
From onboarding to transactions, reporting and a branded app - it's ready today. Request a demo and we'll walk you through your own setup.
Invest, end to end
Lumpsum, SIP, switch and redemption on BSE StAR MF and NSE NMF II, settled on exchange rails.
Compliant by default
KRA-integrated KYC, PAN validation, nominee capture and e-mandates - the paperwork, handled.
A branded app
A first-class iOS, Android and web experience, published under your name - not ours.
Whole net worth
Account Aggregator integration for a full cross-asset picture - with client consent, always.
Get started
See it running on your brand.
Request a demo and we'll show you the platform with your firm's branding, your registration and your workflow - a real walkthrough, not a slide deck.
Prefer talking? Book a call - we'll reply within two working days.