Everything an MFD or IFA practice needs, built to work together.
AdvisorOS runs the practice. Fleek Financial Planning runs the household. Both share one context, so nothing you set up in one has to be re-typed into the other.
Start wherever your practice is today.
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
What running an MFD or IFA practice looks like before and after.
Most of this isn't a new idea — it's what MFDs and IFAs already do by hand, in spreadsheets and WhatsApp threads. Fleek just makes it automatic.
| Task | Without Fleek | With Fleek |
|---|---|---|
| Tracking goal progress | A spreadsheet updated by hand, usually before a client call — if there's time | Funded % and on-track status recalculated automatically as the plan changes |
| Reading portfolio statements | CAS PDFs opened and retyped into a tracker, holding by holding | CAS and portfolio documents read automatically — no manual re-entry |
| Client consent | One blanket "I agree" checkbox at onboarding, never revisited | Purpose-by-purpose consent the client can see and change any time |
| Staying current on regulation | Circulars read individually, interpreted alone, hoping nothing's missed | SEBI/AMFI/BSE circulars translated into plain-language, actionable guidance |
| Choosing software and tools | Vendor demos and sales calls, comparing marketing claims | Neutral, structured comparisons built to be vendor-unbiased |
| What-if planning | A blank calculator, guessing at inputs, redone from scratch each time | Question-first scenarios — pick what you're actually asking, see it move |
| Growing the practice | Ad hoc — course here, community there, no clear next step | A structured journey from first ARN to ₹25 Cr+ AUM, tailored to your stage |
AdvisorOS runs the practice. Fleek runs the household.
| If you need to… | AdvisorOS | Fleek Financial Planning |
|---|---|---|
| Get guided next steps for your practice stage | ✓ | — |
| Track a household's goals and funded % | — | ✓ |
| Get plain-language circular/regulation guidance | ✓ | — |
| Give clients a mobile app with their plan | — | ✓ |
| Compare software/tools without vendor bias | ✓ | — |
| Manage DPDP-compliant client consent | — | ✓ |
Running both together means practice guidance and household planning share one context — set up once, used everywhere.
See both products on a sample household.
Book a walkthrough tailored to where your practice is today — whether that's your first client or your next hundred.