Stop spending 8 hours/week
on manual portfolio analysis
LevelIQ gives every client a Portfolio Health Score™ in 60 seconds. Know exactly who needs attention — without touching Excel.
3 clients free · No credit card · 30 days trial
The numbers that matter
⏱️
8 hrs/week
60 seconds
Time per client analysis
🔍
₹0 insight
Full X-Ray
What clients get to see
📊
Manual Excel
Auto dashboard
Portfolio tracking
🎯
No proof
Data-backed
Your advice credibility
❌ Without LevelIQ
✅ With LevelIQ
Everything in one dashboard
🎯
Portfolio Health Score™
Every client gets a 0-100 score with grade. Know instantly who needs attention.
⚠️
Clients Requiring Attention
See all clients with declining scores at a glance. Never miss a review again.
📈
Monthly Comparison
Upload new portfolio each month. See what changed, what improved, what worsened.
📄
White-Label Reports
Professional reports with your firm name and branding. Share via link or WhatsApp.
🔍
Hidden Overlap Detection
Find overlapping stocks across funds. Impress clients with insights they've never seen.
🏦
Asset Allocation View
Equity/debt/gold split for every client. Spot under-diversified portfolios instantly.
What you need to get started
Takes 2 minutes. No complex onboarding.
📧
Google Account
Sign up with any Gmail. No separate account needed.
🏢
Firm Name
Your practice name for white-label reports.
🪪
AMFI ARN Number
Optional but recommended. Builds trust with clients.
👥
Client List
Add clients manually. Import from CSV coming soon.
✅ That's it. No KYC. No lengthy approval. No integration required. Sign up → enter firm name → add your first client → analyze in 60 seconds.
Simple pricing
Start free. No credit card required.
Trial
Up to 3 clients
Starter
Up to 25 clients
Pro
Up to 100 clients
Growth
Up to 500 clients
No credit card · Cancel anytime · 30 days free
Common questions
Do I need SEBI registration to use LevelIQ?
No. LevelIQ is an analytics and data platform, not an advisory service. You don't need SEBI RIA registration to use it. It helps you analyze portfolios — advice is your responsibility as the registered IFA.
Is my client data safe?
Yes. Client data is stored securely on Supabase with row-level security. Only you can see your clients. We never share data with third parties.
Can my clients see their own reports?
Yes. You can share a secure link with each client. They can view their report anytime without logging in. Coming soon: dedicated client portal.
How is this different from Excel?
LevelIQ automates in 60 seconds what takes hours in Excel. Portfolio Health Score™, overlap detection, sector analysis, and white-label reports — all automated.
What formats does LevelIQ accept?
CAMS/KFin CAS PDF statements, portfolio screenshots (any app), or manual entry. No special format required.
Ready to save 8 hours a week?
Join IFAs who already use LevelIQ to serve clients better.
Start Free — No Credit Card →⚠️ LevelIQ is not SEBI registered. This is an analytics and data platform for informational purposes only. Not investment advice. Intended for AMFI registered IFAs and wealth managers only.