Markets open · NIFTY 500 · — IST

The institutional research
desk on autopilot.

AI does the legwork. You make the call.
Cited research, scheduled workflows, portfolio monitoring — built India-native for wealth desks.

Ask about a stock, sector, basket — or schedule a workflow
Research Schedule Sources Portfolio
⏎ send · ⇧⏎ new line
Coverage
NIFTY 500 · India-native
Sources
Filings · concalls · peers
Cadence
Live · daily · scheduled
Compliance
SEBI RA filed · audit-ready
The problem/Wealth desks today

Your analysts spend their week on work AI can do in minutes.

The Indian wealth desk has Bloomberg's price tag without Bloomberg's productivity. Filings stitched by hand. Red flags spotted after the move. Briefings scrambled before the open.

§ 01 · problem
Manual stitching
Filings, concalls, comp tables — rebuilt by hand for every client report.
Red flags, late
Auditor changes, ratio breaches, promoter exits — caught after the move.
9:30am scramble
Morning brief = whatever each analyst could pull together before the open.
Repeating cycle
Style fit, peer bench, earnings prep — rebuilt from scratch every cycle.
₹26L / yr / seat
Bloomberg costs you that — for global data, no India-native research workflow.
The solution/One terminal · three pillars

One terminal. Three pillars. India-native.

Hours of work to minutes. Manual to instant. Research, monitoring and an intelligence layer that learns your client's style.

§ 02 · pillars
01 · Research

Cited chat,
institutional reports.

Every answer cited to a filing, concall or peer comp. Audit-ready prose, not screen scrapes.

  • Chat — multi-turn, sources you can verify
  • Reports — institutional note on every NIFTY 500 name
  • Screener — 6 strategies, ranked by conviction
02 · Monitoring

Portfolios, alerts, the Console.

Live P&L, multi-broker import, daily red-flag scan. The morning brief on your desk by 9:30am.

  • Portfolios — ratio breaches, auditor changes flagged
  • Alerts — Push · Email · Slack · Teams · custom thresholds
  • Console — 50 portfolios, one view, one brief
03 · Intelligence

Style signals, DNA, SEBI-ready.

Every output style-tagged. Every client persona-aware. Recommendations gated on regulator approval.

  • Style — Value · Quality · Momentum · Growth, scored
  • DNA — 6 risk personas drive every rec soon
  • SEBI RA — application filed · first-time legal path
Workflows/Coming soon · live preview

Schedule the research desk. Or fire it one query at a time.

Any research or monitoring task as a scheduled routine or one-time query. Output delivered to inbox, Slack or Console. Every analyst gets a junior team — cited, audit-ready, on a schedule.

§ 03 · feed
Scheduled Banks · daily material developments Every weekday · 09:00 IST Delivered 09:02
Summarize all material developments for banks since yesterday's close.
01
HDFC Bank · Q4 NII up +18.2% YoY to ₹29,840 Cr; provisions down −22%. Management held NIM guidance at 3.50–3.55%.
filing · Q4 FY26
02
ICICI Bank · Auditor rotation announced — KPMG → Deloitte effective FY27. Worth a closer look — fee shift flagged.
BSE disclosure
03
Kotak Mahindra Bank · Promoter pledge release for 2.4M shares; pledged stake now 0.0%.
NSE corp action
04
IndusInd Bank · NIM pressure flagged in conf call; FY27 guidance trimmed by −15 bps.
concall transcript
8 sources Open in chat
Audit · trail #4291
Scheduled Portfolio · mgmt commentary scan Rolling 24h · every 4h Delivered 13:00
Which portfolio companies had management commentary in the last 24 hours?
Company Event Tone Δ Cons. 5d trend
Larsen & Toubro Order book briefing Positive +4.2%
Asian Paints FY27 margin guide Neutral +0.0%
Hindalco Capex re-phasing Cautious −1.8%
Tata Motors JLR Q4 colour Positive +2.1%
4 of 27 holdings View all Open portfolio
Cited · 11 transcripts
Red flag · live Daily red-flag scan · 1,247 holdings Continuous · 11:42 IST 3 flags
Alert me on ratio breaches, auditor changes and promoter exits across the book.
Vedanta · D/E breached 2.0x
Quarterly D/E moved 1.78 → 2.14. Threshold: 2.00. Two portfolios affected.
Portfolio · Acme FO · Acme PMS
Adani Wilmar · auditor change
SRBC & Co. → Walker Chandiok. Mid-year rotation. Cited filing #DC-2026-1182.
Disclosed 11:38 IST · 18 min ago
Bajaj Finance · promoter exit (2%)
Promoter trimmed 2.0% via block deal. Not threshold, but tagged for desk review.
Block deal · NSE bulk
1,243 holdings · all-clear
No further breaches across D/E, interest cover, working capital, auditor or promoter cuts.
Next scan · 12:42 IST
Open portfolio Edit thresholds
Sent · Slack #risk-desk
One-off Margin trajectory · IT services · 5y Asked by Anika · 12:18 IST Run in 18s
Analyse EBIT margin trajectory for top Indian IT services over the last 5 years.
25% 22% 19% 16% FY22 FY23 FY24 FY25 FY26
TCS · 24.3% → 22.1% −220bps Infosys · 21.5% → 21.2% flat Wipro · 20.6% → 16.8% −380bps HCLTech · 21.0% → 23.4% +240bps
↳
HCLTech is the only large-cap with sustained margin expansion — services mix shift toward ER&D and product engineering.
conf call · Q4 FY26
↳
Wipro margin compression accelerated post-FY24; utilization 82% vs peer average 84.6%.
DRHP + filings
22 sources Export · XLSX Schedule weekly
Confidence · 92%
Earnings Reliance Industries · Q4 FY26 Auto-trigger on filing · 08:46 IST Coverage · 27 names
Summarize Reliance Industries Q4 earnings in 5 bullets.
01
Revenue ₹2.42L Cr · +8.4% YoY, beat consensus by 1.8%. Jio led with +13.1% YoY.
P&L · Q4
02
EBITDA margin 17.9% vs 17.3% YoY · O2C drag offset by Jio ARPU at ₹201.
segment break
03
Retail store count to 19,800 · digital orders +34% · footfalls +11%.
retail KPI
04
Guidance capex ₹1.4L Cr for FY27 · ARPU target ₹220 by Q4 FY27 · new energy operational H2.
conf call
05
Plattr Analysis · BUY at 65% confidence. Trading at 22.4x forward earnings — lower end of 5y band.
style score · 74
RecommendationBUY · 65%
Style fitValue + Momentum
Revenue surprise+1.8%
EBITDA surprise+3.2%
EPS surprise−0.4%
Peer rank2 / 5 · O2C
FY27 P/E22.4x
Red flagsNone
9 sources Full note · PDF Open report
Audit · sent 08:46:11
Scheduled Pharma · weekly sector brief Mondays · 08:00 IST Run in 32s
Pharma · weekly brief. Movers >5%, USFDA developments, management changes, style fit shifts.
Stock 5d move Style rank Catalyst Plattr
Sun Pharma +7.8% Quality · 78 USFDA · Halol Buy
Cipla +6.1% Quality · 72 US generic launch Buy
Dr. Reddy's +5.4% Value · 64 Q4 NIM beat Hold
Aurobindo Pharma −6.7% Momentum · 32 USFDA warning ltr Sell
Lupin +5.2% Growth · 68 Mgmt change · CFO Hold
14 sources View 12 names Open in chat
Sent · 8 recipients
Pilot/3-month free · no credit card

Your portfolios.
Your workflows. Your call.

Onboarding in 1 week. Convert on month 3, or walk away — your data, your choice.
Onboarding
1 week · multi-broker import
Seats
Up to 5 during pilot
Success criteria
Agreed up front
Cost
₹0 · no credit card
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