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Brhannivesh
Q4 2026

AI portfolio reporting for your client families

Every client's wealth, consolidated and reported in your name.

Brhannivesh reads every family's mutual funds, stocks, deposits and policies, writes the quarter in plain language and flags what you should discuss. You review it, and your clients receive a report that carries your brand.

Sign up Page through a sample report
  • Read-only access
  • Client-consented imports
  • No investment advice
  1. 1Four members, nine fund houses, two brokers and three banks reconciled into one family.
  2. 2Drift is measured against the allocation agreed with the client, not a generic model.
  3. 3The quarter is written in plain sentences that you can edit before sending.
  4. 4Discussion points stay with the advisor and are never sent to a client automatically.

Reads the statements your clients already receive

  • CAMS and KFintech

    Consolidated account statements

  • NSDL and CDSL

    Depository statements

  • Stock brokers

    Holding and transaction statements

  • Banks

    Fixed deposit advices

  • Insurers

    Policy schedules and fund values

Foreword

Clients judge you by how well they understand their money.

Afamily that has invested with you for ten years rarely leaves because of a fund's performance in one quarter. They leave when they can no longer tell what they own, why they own it, or whether the plan you made together is still the plan.

That understanding is built every quarter, one report at a time. Yet for most practices, the quarter begins with a week of downloading statements from fund houses, brokers and banks, copying figures into spreadsheets and checking them twice. By the time the numbers are ready, the window for a timely conversation has closed.

We built Brhannivesh to give that week back. It gathers what each family holds, across every member and every institution, and prepares a report that reads like a letter rather than a ledger. It notices when an allocation has drifted or a deposit is about to mature, and it puts those observations in front of you, not your client.

The judgment remains yours. So does the name on the cover. Our work is to make sure that when your client opens their quarterly review, it is clear, correct and unmistakably from you.

The Brhannivesh team

On behalf of everyone who builds the product

The client report

What your client receives, page by page.

Prepared by Sharma Wealth Advisory for the Rao Family. Click the page or swipe to turn it. Use the arrow keys when the report is focused.

SW

Sharma Wealth Advisory

Registered with AMFI

Quarterly review

The Rao
Family

Prepared by Sharma Wealth Advisory for the Rao Family

July - September 2026 · Issued 6 October 2026

Private and confidential

Page 1 · Cover

The cover carries your firm's name and mark. Your client sees your brand from the first page; Brhannivesh appears only in the fine print.

Contents

Five parts of one quarterly routine.

Each part of Brhannivesh handles one stage of the quarter, from gathering statements to keeping a record of what was sent. Read them in order, or go straight to the part that takes most of your time today.

  1. I.Consolidated viewEvery fund, stock, deposit and policy across the family, in one table.1
  2. II.Quarterly reviewWhat changed and why, written in plain sentences.2
  3. III.Discussion pointsDrift, goal gaps and maturities, flagged for your judgment.3
  4. IV.Client reportsYour branding, delivered by email or a secure client portal.4
  5. V.Practice and complianceConsent records, audit trail and disclosure templates.5

Figures at a glance

One quarter, before and after.

A sample practice serving 300 client families, each with an average of three members and holdings across eight fund houses, one broker and two banks.

Sample practice of 300 families, one quarter before and after Brhannivesh
Per quarterBy handBrhannivesh
Hours spent preparing quarterly statements12014
Fund house and broker statements gathered by hand2,4000
Families reviewed against an agreed allocation60300
Reports sent within 10 days of quarter end35%100%
Days from quarter end to the last report sent458

* Illustrative. Your figures will depend on your practice, the number of institutions your clients use and how quickly statements are shared.

Clients do not read statements. They read a clear story about their money, and they remember who told it to them.

The idea behind every Brhannivesh report

A quarter with Brhannivesh

From statements to sent, in four working days.

  1. Day 1

    Statements arrive

    Clients forward their consolidated account statement, or you upload a batch. Each file is matched to a family by PAN and parsed with the client's recorded consent.

  2. Day 2

    You review

    Every family has a draft report waiting: the consolidated view, the quarter in plain sentences and the points flagged for your attention.

  3. Day 3

    You edit and approve

    Change a sentence, add a personal note, or hold a report back. Nothing goes to a client until you approve it.

  4. Day 4

    Clients receive it in your name

    Approved reports go out by email or appear in your client portal, branded as your firm. Each send is logged.

Built for two kinds of practice

The same report, shaped to how you are registered.

Mutual fund distributors

Hundreds of families, one quarterly rhythm.

Your ARN appears on every report, alongside the scheme disclosures distributors are expected to carry. Discussion points focus on SIP continuity, maturities and the family's stated goals, and leave product choices to your conversation.

  • ARN and EUIN on reports
  • SIP gap and mandate checks
  • Batch reports by branch or relationship manager
Read more

Registered investment advisers

Reporting against the plan you agreed.

Each family's target allocation and goals come from your advisory agreement. Brhannivesh measures drift against that plan and records which points you reviewed, so your files show the advice process as well as the outcome.

  • SEBI registration number on reports
  • Drift against agreed allocation
  • Review records for each family
Read more

Practice and compliance

Careful with other people's money, and their data.

Read-only by design
Brhannivesh cannot place, modify or redeem an investment. It has no transaction access to any account.
Consent first
Client data is imported only after the client's consent is recorded, with the date, scope and method kept on file.
Encrypted and never sold
Data is encrypted in transit and at rest. It is never sold and never used to market products to your clients.
A full audit trail
Every report generated, edited, approved and sent is recorded with a timestamp and the user who acted.
Practice and compliance in detail

Reply slip

No. 001 · Q4 2026

Write your firm's name.See it on the cover.

Every report Brhannivesh prepares goes out under your name. Type it below and the cover on the right updates, the same way it will for each of your client families next quarter.

Sign up and brand my reports Or write to support first

Signing up takes about two minutes. Your login details arrive by email.

YF

Your Firm Name

Quarterly review

The Rao
Family

Prepared by Your Firm Name for the Rao Family

October - December 2026