Good advice deserves to be seen.
TruFactor shows each client what your advice has done for them: real returns against their benchmark, goals kept on track, reviews on time. TruAI does the groundwork, and nothing reaches a client until you approve it.
For mutual fund distributors and SEBI registered investment advisers · Client data stored in India
When every review starts with downloading statements and rebuilding returns in a spreadsheet, there is only so much of you to go round. The biggest clients get the attention, the rest wait, and the work that earns referrals rarely reaches the client.
400 reviews
a year for a 100-client book on quarterly reviews, each one starting with statements gathered and returns rebuilt by hand.
100 clients × 4 reviews a year.
₹23 lakh
is what a ₹10,000 monthly SIP can grow to in ten years. The small client there is no time for today is tomorrow's large one.
At an assumed 12% a year (1% a month), invested at the start of each month. Illustrative, not a projection.
54%
of advisors' new clients come from referrals by clients, friends and family. Clients refer the advisor whose work they can see.
Cerulli Associates, U.S. Advisor Metrics 2025 (US advisors).
Clients rarely see the work behind good advice. TruFactor puts it in front of them, in four ways.
Show what your advice earned.
Real returns for every client, measured against the benchmark you set for them, and a track record of your own that adds it all up.
Be there for every client, not only the biggest.
TruAI watches the whole book: reviews due, SIPs lapsed, goals drifting, KYC expiring. Each is flagged with the next step drafted, before the client has to ask.
Make your thinking visible.
Branded reviews and reports that explain what you recommended and why, in your name, ready to send once you approve them.
Spend your day with clients, not spreadsheets.
Statements read, the book reconciled, reviews drafted. TruAI does the groundwork so your hours go to the conversations only you can have.
Upload CAS statements and your CAMS and KFintech RTA files, the records your practice already keeps. TruFactor values every holding at AMFI's daily NAV and builds one reconciled book. Every review, alert and report TruAI drafts starts there.
TruFactor is a software vendor, not your competitor. We never use your clients' data to source, market to, or sell into our own book. Per-advisor data isolation makes that structural, not just a promise.
Nothing is sent without you
TruAI drafts, generates and proposes. Every client-facing message waits for your one-click approval.
Stored in India, kept separate
A private, authenticated workspace per advisor. Client data is stored in India and kept separate from every other advisor's.
No training on your data
TruAI's AI providers don't use your prompts or client data to train their models. AI requests may be processed and retained outside India. See our Privacy Policy.
A 30-minute walkthrough on your book: the returns, reviews and reports TruAI would prepare for your clients, and how you approve each one before it is sent.
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