For single and multi-family offices

Across the family's portfolios. A clearer investment context.

Work across named portfolios and the research behind them. Examine public companies, review fund holdings and investigate private opportunities with your own files and investment method.

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10 days of Pro, or of Firm on a work email address to start. No card needed.

Single-family investment offices
Multi-family offices and wealth teams
Investment committees working across public and private markets

The work

Every playbook

What you hand over, and what comes back.

Keep each portfolio distinct
Maintain named books with their own sources and base currency. Review positions and source dates before interpreting a combined picture.
Examine a public holding
Use primary filings, operating assumptions and peer analysis to understand a business and the question it raises for your portfolio.
Equity Research
Review the fund exposure
Use statements and available fund data to investigate concentration, overlap, fees and the portfolio questions that deserve attention.
Portfolio Review
Investigate a private opportunity
Bring the data room, management material and committee brief into diligence. Inspect scenarios, source gaps and management questions.
Investment Committee Memo

Also for this desk

A piece of work, from start to follow-up

See the work.
Inspect what comes back.

Put Mool to workIllustrative briefs and output structures

Investors, wealth managers and family offices

See the exposures your statements don't make obvious.

Bring the holdings together, look through funds to their underlying positions, and build a review that explains concentration, costs and the questions to discuss.

An example brief

Review this portfolio from the client's statements. Look through the Indian mutual funds, show overlapping exposures and costs, compare relevant benchmarks, and prepare the client discussion.

What Mool works from

Statements or holdings: Portfolio statements, broker exports or holdings already in Mool.
Client context: The review question, benchmark and any constraints you want considered.
Fund evidence: Indian mutual fund holdings, factsheets, scheme data and share classes.

The work behind the answer

01Read and reconcile the supplied statements
02Look through funds and identify overlaps
03Analyze concentration, costs and benchmark context

Explore the output

Example report outline

Portfolio review

01
What the portfolio really owns
Direct positions and underlying fund holdings, with issuer and sector exposures.
02
Where to look more closely
Concentration, duplication, fees, benchmark context and gaps in the records.
03
The client conversation
A clear explanation of the findings and the decisions to discuss.

Go from the report to the supporting analysis. Charts and sensitivity panels are available where the work calls for them.

Wealth Management playbooks are available on Firm; editable Office files are available on Pro and Firm. Examples describe possible work; the brief and available evidence determine the actual output.

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What you get

Research with roots, for your desk.

01Deep
Read the evidence behind a holding or opportunity, with source periods and calculations available to inspect.
02Wide
Move between listed-company work and private-investment questions. Indian mutual-fund data and private-provider coverage have their own scope.
03Alive
Follow holdings and companies through weekday briefs, then return to a research document when a question needs more depth.
04Yours
Bring your own brief and files. On Firm, draft a reusable investment method from samples; discuss a branded client service for a multi-family office.

Mool’s research

203 companies researched, and any other on request.

A company’s business model and financials are free to read where Mool has published them; the full report and Mool’s call open with Individual or above.

Mool's research is written by AI agents and published by Mool Capital Private Limited, a SEBI-registered Research Analyst, which is responsible for it. It is general research, not advice for any individual.

Browse the research

Beyond an individual workspace

License Mool around your clients, funds and portfolios.

Explore the service your firm wants to offer, including a firm-branded client experience. Scope the integration, access and commercial requirements with Mool.

Mool for firms Client experience

Keep the context. Deepen the understanding.