Still managing clients on WhatsApp & Excel?
There's a better way to run your advisory or research practice.
Everything you need. Nothing you don't.
Purpose-built tools for Indian financial advisors and research analysts. No bloat, no complexity — just what SEBI-registered professionals actually need.
Portfolio Management
Model Portfolios
Create portfolios with stock allocations, weights, entry prices, targets & stop losses. Supports equity, debt, hybrid, and sectoral schemes.
Version History & Change Tracking
Every allocation change creates a new version with change notes. Compare any two versions side-by-side. Full before/after state capture.
Stock Search & Data
Search from 5,000+ NSE & BSE stocks with full-text search. Live price data, sector classification, and historical OHLCV for performance tracking.
Client Management
Client Onboarding
Invite clients via email link — single or bulk (up to 50 at once). They sign in with OTP and see their assigned portfolio instantly.
Client Portal (PWA)
Mobile-first installable app. Clients see portfolios, allocation tables, sector breakdown charts, updates, and acknowledge — all from their phone.
Subscription Access Control
Set per-client subscription expiry dates, revoke access instantly, and manage portfolio assignments with a single click.
Publishing & Engagement
Rich Update Publishing
8 update types — Rebalancing, Alert, Entry, Exit, Review, General, Con Call Summary, Earnings. Rich text editor with PDF attachments.
Acknowledgement Tracking
Track who viewed, who acknowledged, and time spent on each update. SEBI-compliant proof that clients were informed of every change.
Smart Notifications
In-app notifications with unread badges + email notifications on every publish. 30-second polling, tab-aware, never miss an update.
Compliance & Security
SEBI Audit Trail
30+ audit action types. Every mutation captures IP, user agent, before/after state. 5-year immutable retention per SEBI requirements.
Compliance Report Export
Multi-sheet Excel export with portfolio history, allocation changes, stock movements, client communications, and activity logs.
Bank-Grade Security
OTP-based login via SMS. JWT with 15-min access tokens. Rate limiting, CSP, HSTS, and 30-minute idle timeout with countdown warning.
Branding & Billing
White-Label Branding
Custom logo, theme color, and public advisor profile. Custom subdomain (yourname.syltra.in) or your own domain on Growth plan.
Advisor Public Profile
Your branded public profile page displays your SEBI registration, services, and portfolio offerings — shareable with prospective clients.
Secure Billing
Flexible monthly or annual subscription billing. Webhook-verified payments, grace period on failures, and a full billing dashboard.
Compliance isn't an afterthought. It's the foundation.
Every feature in Syltra is designed with SEBI requirements in mind. Track every change, prove every communication, export everything.
Immutable Audit Logs
30+ audit action types across all modules. Every mutation captures IP address, user agent, and before/after state. Never deleted, never modified.
5-Year Retention
Audit logs retained for up to 5 years per SEBI compliance requirements. Exportable as multi-sheet Excel reports with full history.
Acknowledgement Proof
Separate view and acknowledge timestamps with time-spent tracking. Proof that every client was informed — ready for SEBI inspection.
Compliance Report Export
7-section Excel report: portfolio history, allocation changes, stock movements, client communications, activity logs, and report metadata.
SEBI Registration
Built-in SEBI registration fields — registration number and type (RIA or RA). Displayed on your public advisor profile for transparency.
Custom Disclaimers
Set custom disclaimer text that is automatically appended to all published updates. Meet SEBI disclosure requirements effortlessly.
30+
Audit Action Types
5 yr
Log Retention
7
Report Sections
100%
SEBI Ready
Verify a Compliance Report
Enter the Export ID from the cover sheet of any Syltra compliance report to confirm its hash on record.
Rebalancing alerts. Automated.
Update your portfolio allocations. Syltra automatically detects what changed — new entries, exits, weight adjustments, target price updates — and generates a ready-to-publish rebalancing alert for all assigned clients.
- ✓Auto-diff between portfolio versions
- ✓Color-coded visual diff — additions, exits, reweights
- ✓Draft auto-created with pre-filled content
- ✓One-click publish to all assigned clients
Save 30+ minutes on every rebalancing update.
Up and running in 5 minutes
No complex setup. No training needed. Just start.
Create Your Portfolio
Define model portfolios with stocks, weights, entry prices, targets & stop losses. Choose from equity, debt, hybrid, or sectoral schemes. Takes less than 2 minutes.
Add Your Clients
Invite clients via email link — single or bulk. They sign in with OTP, view their assigned portfolio instantly. Set subscription expiry and manage access.
Publish Updates
Write once, reach all assigned clients. Choose from 8 update types — rebalancing, alerts, entries, exits, reviews, and more. Attach PDFs for detailed reports.
Track & Stay Compliant
Monitor who viewed and acknowledged each update. Export SEBI compliance reports anytime. Every change is logged with full audit trail for 5 years.
Advisors & analysts love Syltra
Hear from SEBI-registered professionals who transformed their advisory practice.
“Syltra replaced our entire WhatsApp + Excel workflow. Portfolio versioning and acknowledgement tracking alone have saved us hours every week. SEBI audit preparation that used to take days now takes minutes.”
Rajesh Sharma
SEBI-Registered Investment Advisor · Mumbai
“As a research analyst, I need to maintain detailed records of every recommendation. Syltra's audit trail and compliance report export makes SEBI compliance effortless. The rebalancing alerts feature is a game-changer.”
Priya Mehta
Research Analyst (SEBI RA) · Bangalore
“My clients love the mobile app — they can check portfolios and acknowledge updates in seconds. The white-label branding with my custom subdomain makes it feel like my own platform. Highly professional.”
Vikram Patel
Independent Financial Advisor · Ahmedabad
“The automated rebalancing alerts save me 30+ minutes per update. Before Syltra, I had to manually calculate changes and send emails to each client. Now it's one click. The version comparison feature is brilliant.”
Ananya Reddy
Portfolio Manager · Hyderabad
Your portal. Your domain.
Stop sending clients to a URL that advertises someone else's product. With a custom domain, your client portal lives at portal.yourfirm.com — fully SSL-secured, zero setup friction for your clients.
- ✓Point your DNS — we handle the rest
- ✓Free SSL certificate, auto-renewed
- ✓No Syltra branding visible anywhere
- ✓Works with any domain registrar
Look like a ₹10Cr AUM firm, even on day one.
Simple, transparent pricing
Start free. Upgrade when you grow. No hidden fees.
Free
Perfect for getting started
- ✓5 clients
- ✓1 portfolio
- ✓10 updates/month
- ✓In-app notifications
- ✓Basic audit trail
- ✓Client portal (PWA)
Starter
For growing advisory practices
billed ₹999/yr
- ✓50 clients
- ✓5 portfolios
- ✓Unlimited updates
Growth
For established advisors & analysts
billed ₹2,799/yr
- ✓300 clients
- ✓20 portfolios
- ✓Unlimited updates
All plans include: OTP login, in-app notifications, portfolio versioning, client portal (PWA), SEBI registration support, version history, and stock search.
Frequently Asked Questions
Everything you need to know about Syltra.
Is Syltra SEBI compliant?
+Syltra is a workflow management tool that helps you maintain SEBI-required audit trails, acknowledgement records, and communication logs. We support registration fields for both RIA (Registered Investment Advisor) and RA (Research Analyst) categories. Audit logs are retained for 5 years with immutable, timestamped records of every action. Compliance with SEBI regulations remains the advisor's responsibility — Syltra provides the tools to make it effortless.
Is Syltra suitable for research analysts?
+How do clients access their portfolio?
+Can I try before paying?
+What happens to my data if I cancel?
+Is my data secure?
+Can I use my own branding?
+How does the rebalancing alert work?
+What payment methods do you accept?
+Your advisory practice deserves better than WhatsApp & Excel.
SEBI-registered advisors and research analysts across India are switching to Syltra. Start free in 5 minutes — no credit card, no sales call.