Go Beyond Stocks & ETFs
Get the widest range of investment options for your clients in India and abroad.
A focus list of the most trending and high potential ETFs screened and selected by our seasoned investment committee.
AUTO REBALANCED PORTFOLIOS
AI-driven investment strategies like AutoPilot enhanced with the expertise of our seasoned investment committee designed to meet your every goal.
Seamless investing enabled by easy and instant access to a wide range of cross border stocks of acclaimed and high potential companies, handpicked by our expert investment committee.
Explore*The range of stocks will be made accessible, post login
Enabling clients to invest in trending themes like FAMANG, TECH, ESG, etc. with a single click or just create your own thematic basket.
Explore*The range of Thematic Strategies will be made accessible, post login
Diversify your portfolio with exclusive Private Equity, Pre-IPO deals, VC Funds & other investments like Bitcoin, Gold, Hedge Funds and many more.
Professionally managed funds with active investment strategies, screened for you by our investment committee to diversify your portfolio.
Customize products based on your market outlook and specific needs across equities, bonds, gold and more.
Explore*The range of Tailor Made Products will be made accessible, post login
BUILD YOUR OWN KRISTAL
Can’t find what you are looking for? Create your own exclusive investment strategy with risk management & periodic reporting.
Explore*This feature is accessible, post login
“God’s Eye” view of Clients' Portfolio
Kristal.AI offers you its Enterprise Solution to manage the client journey from onboarding to funding to portfolio creation and management. Access our proprietary algorithm and portfolio metrics for enhanced engagement with your clients.
Energize your Clients’ Portfolio with the Award Winning Algo.
Access to the Kristal.AI proprietary algo, enables you to get personalized recommendations for your clients. The recommendations are based on market data, client’s risk profile & views of our investment team. The Robo, doesn’t just advice, it can rebalance too, so that the portfolio is aligned to the risk profile and investment objectives.
Integrate Multiple Investment and Broking Accounts
Integrate existing Broking Accounts and / or open the most suitable account types. Create a dedicated account to hold “custom” assets by Building Your Own Kristal (BYOK).
How to Partner with Kristal.AI
- Partner will be eligible for an ‘Introducer Fee’.
- Client will be managed solely by Kristal.AI.
- Partner will be eligible for a ‘Revenue Share’.
- Client will be co-advised by Kristal.AI & Partner.
- Partner will be enabled on the Enterprise Solution to initiate, view and manage the client’s portfolio.
- Partner will be eligible for a ‘Trail Fee’.
- Client portfolio will be managed solely by Kristal.AI.
- Partner will be enabled on the Enterprise Solution to initiate and view the client’s investment journey.
- A partner can sponsor their own Kristal(s).
- The ‘Sponsor’ fees can be embedded in the Kristal itself.
- Sponsored Kristals can be made available to referred clients only.
Enterprise SolutionSee More
How to Onboard a India Client
How to Enable User to Login
How to Change User Password
How to Create a New User
How to Onboard a Global Client
How to Change RM of Client
How to Create Fund Transfer Request for Client
How to Create Tasks
How to Download Reports of Client
How to Filter Users Create Client Groups
How to Manage Docs
How to Bookmark Kristals
How to Run Advisory Algo
How to View Asset Allocation of Client
How to Send Messages
How to Trade Kristals for Client
How to View Holding and Trade-logs of Client
How to View Use Reports
Our Investment Committee
Kristal.AI Investment Committee is a team of professional financial experts who combine extensive expertise in investment markets, economics, risk analysis, and asset management to deliver guidance and insight for the benefit of Private Wealth clients. With an average of nearly 30 years of working experience in big institutional banks, they collectively bring a wealth of insight to help investors stay abreast of current conditions and future opportunities.