Planning built around the goal. Privacy built around the client.
Fleek is a planning platform for advisors and the households they serve. Every goal carries a real funded % that updates as things change, so a plan stays current instead of going stale. And every household can see exactly what Fleek does with their data and why, because we designed the product around India's DPDP Act from the beginning.
Everything an advisory practice needs to start, grow, and run.
AdvisorOS
The AI orchestration layer for India's MFD/IFA community. Sits above a fragmented ecosystem of learning, community, tools, and regulation — and tells you what to do next.
- AI-composed guidance tailored to your practice stage and AUA
- Circulars and regulation, translated into plain-language action
- Neutral software comparisons — no vendor bias
- Structured growth journeys, from first ARN to ₹25 Cr AUM and beyond
- Community Q&A with verified-expert answers
Fleek Financial Planning
A planning platform for advisors and the households they serve. Ten goal types, each tracked to a real funded %. A client app that reads like a letter from an advisor, not a spreadsheet of numbers.
- Goals that stay current: funded %, on-track status, and the monthly gap, updated automatically
- Advisor workspace with health, planning, engagement, and investments in one view
- Purpose-based consent under the DPDP Act, shown to the client, not buried in a terms page
- CAS and portfolio documents read automatically, so nobody retypes holdings by hand
- A mobile-first client app people actually open
AI orchestration, not another dashboard.
Most advisor software adds another tab to check. Fleek's products are built around one idea: know the advisor's context, and bring the right knowledge, tool, or next step to them — automatically.
Context-aware, not generic
Every recommendation is shaped by where the advisor or client actually is — their stage, their AUA, their household's goals.
Built to connect, not silo
AdvisorOS and Fleek Financial Planning are designed to work together — practice intelligence feeding directly into client execution.
India-first compliance
SEBI, AMFI, and BSE circulars aren't an afterthought — they're translated into plain-language, actionable guidance from day one.
A privacy settings page people actually use
Each purpose Fleek processes a household's data for is named and explained on its own, and a client can turn it on or off directly.
Household-centric
Planning is built around the family unit, not a single account — because that's how real financial lives work.
Neutral by design
AdvisorOS's tool and software comparisons are built to be neutral — advisors get honest guidance, not a sales funnel.
From your first ARN to your succession plan.
Rookie MFDs starting out
NISM, ARN, EUIN, choosing a broker and a CRM, landing the first client and the first SIP — AdvisorOS turns a confusing checklist into a guided journey.
Growth-stage MFDs and IFAs
Scaling from a handful of clients toward ₹25 Cr+ AUM — with Fleek Financial Planning running the day-to-day practice: goals, portfolios, and client engagement.
Established IFAs and RIAs
Running a mature practice — deeper planning tools, household-level intelligence, and the neutral software guidance to keep the stack sharp as it scales.
See Fleek and AdvisorOS in action.
Book a walkthrough tailored to where your practice is today — whether that's your first client or your next hundred.