Advisory Client Review Kit

Periodic reviews that deepen trust

Periodic reviews that deepen trust

ℹ️ About this tool

Builds an advisory client review kit — goal progress, portfolio performance, rebalancing, life changes and action items — with the documentation to keep for suitability and a way to frame the behavioural-coaching value you add. Use this to run periodic reviews that deepen trust. For a mutual-fund-specific review report use the Portfolio Review Report.

📄 Free guide — what this is, how to use it & cautions

Download guide (English) गाइड डाउनलोड करें (हिंदी)

Fill in each detail below as completely and accurately as you can — the more you provide, the more precise and ready-to-use your output will be. * marks required fields.

Client and plan context

Who the client is and what the plan aims for.

Review frequency

How often you review this client.

Portfolio snapshot

Current holdings and rough values, to structure the review.

Your regulatory status

So the kit fits your suitability and disclosure duties.

Delivery & Payment Details

Email address

Used for your receipt. Your result appears on-screen and is downloadable as Word & PDF.

Mobile number

GSTIN (for B2B invoice)

Order Summary

Advisory Client Review Kit₹83.90

GST 18%₹15.10

Total₹99.00

🔒 Secured by Razorpay · All outputs are AI-generated guidance — verify with qualified professionals for binding decisions.