Get certified, then get empanelled
Byte-sized modules to NISM, then an ARN, then empanelment with the AMCs that matter to your clients. Each step shows what is blocking it and who has to move.
See the pathAn AI-native operating system for Indian wealth distribution. Empanel faster, keep the book reconciled, and put a defensible proposal in front of a client the same day.
All figures on this page belong to the platform's demonstration practice — one seeded book, identical for every visitor.
The whole shelf, ranked — not the handful you remember.
Every scheme a client can hold, with the research already attached. Suitability is checked before you can share a proposal, not after you have promised one.
From conversation to order, without the paper trail you type yourself.
Onboarding is a queue with owners, and an order carries its approval with it. What waits on you is visible; what waits on someone else says whose desk it is on.
It becomes trail. And trail stops the day an ARN lapses.
Nobody diarises that renewal until the commission has already stopped, the folios are still tagged, and new business is blocked. The platform holds that date, and the empanelment behind it, as work with a deadline on it.
Computed
capabilities, in the verb a Partner would use — nobody empanels with an architecture.
Byte-sized modules to NISM, then an ARN, then empanelment with the AMCs that matter to your clients. Each step shows what is blocking it and who has to move.
See the pathImport holdings from CAS, reconcile against the registrars, and see held-away assets beside your own. Empanelment gaps show as work, not as a wall.
See empanelment