Your HNI clients expect a premium experience. CAGos gives you a white-labeled client portal, AUM tracking, secure document sharing, and automated retainer billing — so you look like a large wealth management firm even if you're a boutique advisory practice.
₹128 Cr
Avg AUM tracked per advisor
62
Avg HNI clients per firm
99%
Client retention rate
100%
White-labeled experience
HNI clients compare you to large private banks. CAGos gives you the platform to compete on experience without the enterprise price tag.
Track familial relationships, corporate linkages, trust structures, and investment mandates for each client. One master profile connects every entity a client controls.
Log investment portfolios, advisory mandates, insurance policies, and total AUM per client. Track asset allocation across mutual funds, equity, real estate, and alternatives.
Your HNI clients log into a premium portal under your firm's brand and domain — not CAGos. They view invoices, upload documents, and track ongoing advisory tasks.
Set up recurring advisory retainers and AUM-based fee invoices that generate automatically. Track collection rates and outstanding fees across your entire client book.
Store investment agreements, engagement letters, portfolio statements, and tax filings in an encrypted vault linked to each client. Share securely — never via WhatsApp.
Track quarterly strategy reviews, policy renewal dates, advance tax deadlines, and portfolio rebalancing tasks for every client — never let a commitment slip.
Import client profiles with their entity relationships, mandates, and AUM. Configure your firm's white-label portal with your brand, logo, and domain.
Share portfolio updates, investment memos, and quarterly reviews through the secure portal. Clients sign engagement letters digitally and pay retainers via UPI.
Revenue analytics show your fee income, AUM growth, and client retention by segment. Identify clients ready for additional mandates and act on them proactively.
Can CAGos track multi-generational family wealth relationships?
How white-labeled is the client portal?
Can I bill on AUM percentage instead of fixed retainers?
Does CAGos integrate with portfolio management systems?
Is CAGos SEBI-registered advisory compliant?
Join 2,500+ chartered accountants who use CAGos to automate compliance, boost revenue, and deliver a premium client experience.
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