1. Aranidhi
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  3. Financial Advisors & CAs
For Financial Advisors & Chartered Accountants

The Platform Your Clients
Deserve. The Tools You Need.

Aranidhi gives financial advisors and CAs a multi-client intelligence dashboard — with AI-driven recommendations, controlled override capabilities, and automated compliance workflows.

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Multi
Client Dashboard
AI
Recommendations
Automated
Compliance
Secure
Collaboration

Advisor Superpowers

  • Manage 100s of clients from one view
  • AI-generated advice & action plans
  • Role-based access & override controls
  • Automated ITR, GST & compliance filings
  • Secure document collaboration vault
70%

Reduction in Client Data Prep Time

Multi-Client

Unified Dashboard for All Clients

AI Alerts

Anomalies Flagged Before Client Notices

AIS+GST

Auto-Reconciliation Ready

Client Dashboard

See Every Client's Financial Picture — Without Asking for Documents

With client consent, Aranidhi pulls their complete financial picture automatically — banks, investments, GST returns, tax data, loans — and presents it in a clean advisor-facing dashboard. No more document collection.

  • Client portfolio view — net worth, assets, liabilities, income
  • Live transaction feed with AI classification already applied
  • Anomaly alerts — unusual spends, missed SIPs, large unexplained debits
  • Tax position at a glance — capital gains, TDS, advance tax estimates
  • Document vault — client's ITRs, Form 16, loan statements in one place
  • Client consent management — granular, DPDP-compliant
See it in action

Recommendation Workflows

AI-Backed Recommendations. Advisor-Guided Decisions.

Aranidhi's AI surfaces insights and recommendations, but you control the final advice. Present tax-saving strategies, rebalancing opportunities, and financial planning options with data-backed proposals your clients can trust.

  • AI-generated tax optimization recommendations with supporting data
  • Portfolio rebalancing suggestions with XIRR impact shown
  • Goal-based planning tools — retirement, education, property purchase
  • Risk assessment based on actual income, expenses and obligations
  • Proposal builder — send structured financial plans to clients
  • Client approval and e-sign workflow
See it in action

AIS, GST & Tax Management

Handle Client Tax Intelligence at Scale

Managing AIS, 26AS, GST returns and capital gains across dozens of clients is overwhelming without the right tools. Aranidhi automates data collection, reconciliation, and computation — so you handle the judgment calls, not the data entry.

  • AIS and 26AS auto-fetched for all clients — mismatches flagged
  • GSTR-1, GSTR-3B and ITC reconciliation automated
  • Capital gains computation across equity, MF, real estate and derivatives
  • TDS tracking and advance tax computation client-by-client
  • Old vs. New regime recommendation with exact savings shown
  • Filing-ready summaries exportable for your CA workflow
See it in action
Handle Client Tax Intelligence at Scale
Performance-Based Pricing

You Pay Only When You Profit

Aranidhi charges a small percentage on your actual returns — not a flat subscription fee. No returns, no charge. Pure alignment of interests.

Minimum eligibility: ₹10 Cr total net worth or ₹5 Cr digital & liquid portfolio

Returns-Based Fee

Our fee is a percentage of the actual profits generated — charged only when you gain.

Zero Flat Fees

No monthly subscription. No setup cost. No hidden charges. Your success is our business model.

Full Transparency

Every fee deduction is visible in your dashboard — auditable and SEBI-compliant.

Growth

For HNI Investors

Performance Fee

10%

on actual returns generated

Min: ₹5 Cr liquid or ₹10 Cr total
Book a Consultation
  • Unified Wealth Dashboard
  • Multi-Asset Portfolio Tracking
  • Goal Planning & Projections
  • Tax & XIRR Reports
  • Dedicated Wealth Advisor
  • Family Office Features
Most Chosen

Elite

For Ultra-HNI Investors

Performance Fee

8%

on actual returns generated

Min: ₹10 Cr total net worth
Book a Consultation
  • Everything in Growth
  • Advanced Risk Analytics
  • PMS & AIF Integration
  • Quarterly Strategy Review
  • Priority Relationship Manager
  • Estate & Succession Planning

Institutional

Family Offices & Institutions

Performance Fee

Bespoke

Negotiated based on corpus & complexity

Net Worth: ₹10 Cr+ all assets
Contact Our Team
  • Everything in Elite
  • Family Office Dashboard
  • Multi-Entity & Multi-Member
  • Private Credit & Alternatives
  • White-Glove Onboarding
  • 24×7 Dedicated Support
Grow Your Practice with the HNI Marketplace

HNI Acquisition & Marketplace

Grow Your Practice with the HNI Marketplace

Aranidhi's advisor ecosystem connects you with HNI clients actively looking for financial guidance. The platform's deal matching capabilities help you identify and engage qualified prospects who match your specialization.

  • HNI client matching based on portfolio complexity and advisory needs
  • Deal co-investment opportunities — grow your practice revenue
  • Referral network within the Aranidhi advisor community
  • Performance reporting to demonstrate value to existing clients
  • White-labeled client app — your brand, Aranidhi's intelligence
  • SEBI RIA compliance module — disclosures, conflict-of-interest tracking
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