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.
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
Reduction in Client Data Prep Time
Unified Dashboard for All Clients
Anomalies Flagged Before Client Notices
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
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
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
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