For wealth managers and advisers
Bring more substance to every client review.
Keep the client's portfolio at the centre of the relationship. Bring sourced reviews, fund analysis and relevant commentary into your service, and explore a firm-branded client experience licensed from Mool.
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 playbookWhat 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.
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.
The market letter
The monthly or quarterly commentary for clients: equities, rates, currency, flows, the economy and the positioning that follows.
A view on a holding
Mool’s research on the companies it covers, and Equity Research on any listed name a client asks about.
A piece of work, from start to follow-up
See the work.
Inspect what comes back.
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
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.
Portfolio review: Report view selected.
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.
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. A broader firm-branded client experience is scoped through institutional licensing.
Mool’s research
485 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 researchBeyond 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.
Your client's portfolio. Your ongoing perspective.
10 days of Pro, or of Firm on a work email address to start. No card needed.