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For wealth managers and advisers

Client-ready work, from the client’s own statements.

Portfolio reviews, fund due diligence and the monthly market letter, written in language clients can follow, and on Pro delivered as files you can send.

Start freeSee the playbooks

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

  • Registered investment advisers and mutual fund distributors
  • Portfolio managers, family offices and wealth teams
  • Anyone who answers to clients for their money

The work

Every playbook

What you hand over, and what comes back.

  • The portfolio review

    From the client’s own statements: look-through exposure, returns against benchmarks, costs, concentration, tax and what should change.

    Portfolio Review

  • Fund due diligence

    One mutual fund or up to four side by side: returns and risk against benchmark and category, portfolio and style, costs and the manager.

    Fund Due Diligence

  • The market letter

    The monthly or quarterly commentary for clients: equities, rates, currency, flows, the economy and the positioning that follows.

    Market Commentary

  • A view on a holding

    Mool’s research on the companies it covers, and Equity Research on any listed name a client asks about.

    Equity Research

What you get

Research with roots, for your desk.

  • 01Deep

    Every review is built from the client’s own statements, and every figure is traced to its source.

  • 02Wide

    Indian mutual fund schemes read by ISIN and share class, and any listed company a client asks about.

  • 03Alive

    Follow the companies your clients hold, and hear each weekday what changed on them.

  • 04Yours

    Files in your firm’s colour, name and logo on Pro, shared by a link clients can open without an account.

Mool’s research

92 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

Know what changed on what you own.

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