Built Specifically for SEBI Registered IA
MWS Private Limited provides an end-to-end advisory management operating system. Execute risk profiling, capture digital suitability consents, track personalized advisory journeys, and maintain 100% audit-ready SEBI IA compliance records effortlessly.
Risk Profiling & Suitability
A dynamic, digital questionnaire system that automatically computes client risk tolerance and matches it with appropriate investment models.
- ✓ Automated scoring models
- ✓ Client capacity vs willingness checks
- ✓ Digital suitability reports
- ✓ Yearly profile renewal triggers
- ✓ Portfolio mismatch alerts
Digital Agreements & Fee Consent
Ensure every advisory client is properly contracted before billing. Generate customized Investment Advisory Agreements (IAA), manage e-signatures, and track fee consents explicitly.
- ✓ SEBI Annexure C compliant templates
- ✓ Aadhar-based e-Sign integration workflows
- ✓ Explicit fee structure consent capture
- ✓ Digital vault for executed contracts
GST Billing, Renewals & Subscriptions
Seamlessly manage your advisory practice's cash flow. Integrated payment gateways automatically reconcile payments with client accounts, issue GST invoices, and track upcoming renewals.
Automated Reconciliation
Payments collected via payment gateways are auto-mapped to client profiles.
State-wise GST
B2B and B2C invoice generation with proper IGST/CGST/SGST calculations.
Renewal Automation
AI triggers alerts and sends payment links 7 days before subscription expiry.
Quarterly Fee Collections
Ready to scale your Advisory practice?
Stop juggling spreadsheets and disconnected tools. Bring your client profiling, agreements, payments, and compliance records into one unified AI-powered platform.
Book Your IA Platform Demo