Advisor console
Settings
Manage your firm profile, product types and access.
Firm profile
Branding shown to your clients.
Firm nameKapil Investment Advisory
AdvisorKapil Chordia · ARN-XXXXXX
Contact emailkapilchordia@gmail.com
ThemeLight · Institutional
Access & security
Who can sign in and how.
Client loginPAN + password
Step-up verificationEmail OTP (new device)
Data isolationRow-Level Security · enforcedOn
Sub-advisorsNot enabled
Product types
The asset classes Kapil Investment Advisory consolidates. New types can be added without rebuilding.
Mutual FundsLiveBondsStaticFixed DepositsStaticAIFStaticLife InsuranceStaticHealth InsuranceStaticMotor InsuranceStatic