The Platform Indian Financial Advisors Actually Need
Manage all your clients, portfolios, tax plans, and financial tools in one place. Stop juggling spreadsheets and start growing your practice.
No credit card required · Cancel anytime · Trusted by 500+ advisors
500+
Active Advisors
₹200 Cr+
Assets on Platform
11
Calculators
Sound Familiar?
The problems every Indian advisor faces — and how we solve them
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Problem: Scattered tools
One platform for CRM, calculators, portfolio, and tax — no more juggling 5 apps
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Problem: Hours on reports
Auto-generate client portfolio reports, SIP projections, and tax summaries in minutes
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Problem: No client portal
Each client gets their own secure dashboard to track their investments and goals
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Problem: Manual calculations
11 SEBI/RBI-compliant calculators — SIP, XIRR, EMI, Tax, PPF, NPS and more
Everything in One Platform
Built specifically for the Indian advisory ecosystem
Client CRM
Manage all your clients in one Kanban-style CRM. Track deals, set reminders, log calls.
11 Calculators
SIP, XIRR, PPF, NPS, Tax (Old/New), EMI, HRA, GST — built for Indian regulations.
Portfolio Analytics
Real-time portfolio tracking, asset allocation, benchmark comparison, and rebalancing alerts.
Tax Planning Suite
Old vs New Regime comparison, 80C/80D optimisation, capital gains calculator.
Goal Planning
Create, track, and present SIP-based financial plans for each client goal.
RERA Property Module
Help clients evaluate real estate investments with RERA compliance checks and rental yield analysis.
Trusted by Advisors Across India
"E-Square Financials has completely transformed how I manage my 200+ clients. The SIP calculator alone saves me hours every week."
Venkat Subramanian
Financial Advisor
200+ clients
"The income tax calculator with old vs new regime comparison is incredibly accurate. My clients trust the numbers because they match exactly with government portals."
Deepa Krishnamurthy
Certified Financial Planner
150+ clients
"Finally a platform built for Indian financial advisors. The XIRR calculator and portfolio tracking give me professional-grade analysis at an affordable price."
Nikhil Joshi
Mutual Fund Distributor
80+ clients
Simple Advisor Pricing
All plans include 14-day free trial · No setup fee
Advisor Starter
Up to 25 clients
- CRM + deals pipeline
- All 11 calculators
- Portfolio tracking
- Tax planning suite
- Email support
Advisor Pro
Up to 100 clients
- Everything in Starter
- Unlimited client portfolios
- AI Financial Advisor (Arya)
- Goal-based planning
- Property & RERA module
- Priority support
Advisor Enterprise
Unlimited clients
- Everything in Pro
- White-label client portal
- Bulk report generation
- API access
- Dedicated account manager
Book a Free Demo
We'll walk you through the platform and set up your first 5 clients — free.