Your Advisory Site. One Admin to Run It.
Put your live strategies on your own landing page, where clients sign in, subscribe and invest. Publish baskets and research, rebalance when you choose, and track every client and KYC from your admin.
Backed by 
by Zerodha
Kapoor Research
Subscribers
▲ 18% in 6 monthsClient Pipeline
7 KYC cases to reviewReview
Where Advisory Operations Break
Three gaps that cost advisors time, and clients.
Five Tools for One Client
Payments, KYC, agreements and orders each sit somewhere else, joined up by hand.
One flow on your own site
No Trail When You Need One
Showing who agreed to what, and when, means searching inboxes and spreadsheets.
Every step logged with its time
Clients Lost Between Steps
Clients who said yes drop off between KYC, payment and opening their broker.
One sign-up, then their own broker
How Publishing Works
From your basket to orders in your clients’ own brokers.
Momentum 20
- Identity
- Stocks & Weights
- Commercials
- Content
Stocks and Weights
- TRENTTrent Ltd5.00%
- BHARTIARTLBharti Airtel Ltd5.00%
- HALHindustan Aeronautics Ltd5.00%
- BELBharat Electronics Ltd5.00%
- 16 more stocks80.00%
Total weight 100.00%
Plans
- 6 Months₹5,999
- 12 Months Best Value₹10,799
Fees plus 18% GST. The minimum moves with prices.
Add stocks and weights, plans and your research. Publish, and the basket appears on your site.
Subscribe to Momentum 20
- 12 Months plan₹10,799.00
- GST at 18%₹1,943.82
- Total₹12,742.82
Clients choose a plan, verify KYC, e-sign your agreement and pay you, on your site.
Invest in Momentum 20
- TRENT1 share₹7,579.15Executed
- BHARTIARTL5 shares₹8,421.25Executed
- HAL2 shares₹9,025.60Executed
- BEL24 shares₹7,498.80Executed
- 16 more orders₹1,09,553.20Executed
Whole shares only, so weights differ slightly from the model.
After paying, clients see the stocks, connect their broker and place every order in one go.
Green Energy Transition
- PREMIERENEPremier Energies Ltd0% → 5.00%New
- INOXWINDInox Wind Ltd0% → 5.00%New
- IEXIndian Energy Exchange Ltd5.00% → 0%Exit
- OLECTRAOlectra Greentech Ltd5.00% → 0%Exit
Your Rationale
Module makers now have orders for two years, so we add Premier Energies and Inox Wind. Exchange volumes have slowed, so we exit IEX, and Olectra’s bus orders moved out a year.
Rollout
Each subscriber reads your rationale, then approves or skips, and you see who has acted. Nothing is applied automatically.
Your Site, Your Brand
Your own address, where clients find your baskets, subscribe and invest. We set it up from a template.
- Your own web address for your site
- Your logo and colours on one standard layout
- Your SEBI number, grievance officer and disclosures on every page
- Stocks and weights stay locked until a client subscribes
Kalpi appears only as the technology platform behind your site.
Rule-Based Equity Portfolios, Written in Plain Words
Every change comes with our reasons.
- Subscribe
Momentum 20
- Subscribe
Quality Compounders
- Subscribe
Dividend Growth
Clients Invest Through Their Own Broker
They connect the account they already use, and your orders are placed there. Shares and cash never leave it.
- Dhan
- Alice Blue
A Dashboard for You, and One for Your Clients
You run the practice from your admin. Clients follow your baskets in the Kalpi app.
Your Admin
Behind a login Kalpi issues to you: post baskets and research, rebalance when you choose, and track every client.
- Post baskets and research reports
- Rebalance whenever you choose
- Track clients and their KYC verification
- Complaints and compliance logs
Needs Attention
- 2 rebalances are waiting on clientsRemind anyone who has not acted before the act-by date.Due in 4 Days
- 7 KYC cases need your reviewDigio could not clear them on its own.Review
- Midcap Leaders is not on your siteMissing 3: methodology, plans, 2 rationales.Complete
- 44 subscriptions renew in the next 7 daysReminders sent to 38, 6 queued.View Clients
Every Client and Their KYC
One client book: KYC, subscription, the basket version each client holds and their broker, with a queue for the KYC cases that need you.
- KYC status for every client
- Who is on an older basket version
- Search by name, PAN or client ID
- ClientKYCBasketBroker
- Priya ShahKLP0000482VerifiedGreen Energy Transitionv3 of 4, older versionZerodha
- Harish BhattKLP0001001VerifiedDividend Growthv7 of 7Groww
- Pranav PillaiKLP0001002VerifiedQuality Compoundersv12 of 12Zerodha
- Deepa GhoshKLP0001004VerifiedQuality Compoundersv12 of 12Alice Blue
- Meera IyerKLP0001018In ReviewMomentum 20v47 of 47Zerodha
Your Clients’ Dashboard
After investing, the basket sits in My Live Portfolios in the Kalpi app, under your name.
- Your rebalance, rationale and act-by date
- Approve or skip, then orders in their broker
- Holdings, orders and renewal date in one place
A client dashboard in your own brand comes later.
Green Energy Transition
AdvisoryAdvised by Kapoor Research, SEBI RA
Rebalance Due
ZerodhaYour advisor sent a rebalance.Act by 3 Nov 2026
Every Step on Record
Kept for five years, with an audit pack for any client, basket or period.
Kalpi Records
- KYC result for each client
- Agreement and MITC e-sign, with the version signed
- Your rationale for every basket and rebalance
- Who approved, skipped or executed each rebalance
- Fees, refunds and complaints
Stays With You
- Your SEBI registration
- Your research and advice
- What your disclosures say
- Resolving client grievances
Kalpi is a technology platform. It does not give investment advice to your clients.
Getting Started
From the first call to your first published basket.
- 1
Book a Demo
See a sample site and admin, and bring your questions.
- 2
Share Your Details
Registration, officers, disclosures, logo and colours.
- 3
We Build Your Site
From our template, on your own address, with your admin login.
- 4
Go Live
Publish your first basket, then share your link with clients.
Who owns my client data?
You do. Kalpi does not market to your clients or list you anywhere, and you can export your clients and records at any time.
Which brokers can my clients use?
Their own account at Zerodha, Groww, Dhan, IIFL Capital or Alice Blue; we confirm the full list in your demo. Their shares and trading balance stay with that broker; Kalpi never holds them.
Can I bring my existing clients?
Yes. Share your site’s link: they sign up there with one Kalpi login and keep investing through their own broker.
Can my site show my track record?
Logged-in visitors see each basket’s live returns once it has a month of history, marked as not independently verified. Backtests and benchmark comparisons stay off your site.
How is it priced?
Clients pay you through your site. Kalpi’s share and the setup plan depend on your client numbers; we share both in your demo. Running a PMS or a fund? See For Institutions.