Heritage
Editorial ivory, navy and brass for family practices. Engraved emblem that draws itself, SIP growth chart and retirement-income (SWP) tool.
Open HeritageTwenty premium, animated designs to show clients — each a complete site with home, 10 calculators, beginners' guide, start-SIP and legal pages. Each one is mobile-first, has live calculators and scroll animation, carries the AMFI disclosures, and sends every enquiry and health check straight into the distributor's CRM as a lead with a call task.
Editorial ivory, navy and brass for family practices. Engraved emblem that draws itself, SIP growth chart and retirement-income (SWP) tool.
Open HeritageFintech polish for salaried 25–40s. Goal planner with animated ring, “cost of waiting” bars and bento cards that assemble on scroll.
Open ClarityTamil-first for TN towns with a smooth EN switch. Swaying marigold garland, kolam that draws on scroll, step-up SIP and SIP vs gold vs FD.
Open NammaDark luxury private desk for HNIs and NRIs. Gold growth line, cursor spotlight, wealth-path planner, protection gauge and slot booking.
Open SignatureProduct-site energy for first-time investors. 3D phone mockup, savings vs FD vs SIP chart, risk-quiz donut and an animated sample chat.
Open PulseKanchipuram-silk luxury for Tamil families. Pulli kolam drawn loop by loop, three-generations planner, festival top-up calculator and home visits.
Open KalaiDawn-sky gradient that warms on load as a sun rises over a self-drawing growth curve. SIP horizon chart and Crorepati sunrise arc.
Open HorizonWarm organic look for first-time SIP investors. A plant grows in the hero and keeps growing with the SIP years slider, plus a first-SIP checklist.
Open SproutTopographic map style. Contour lines draw in and a trail climbs to the summit flag; Goal ascent planner for home, education, retirement, car and travel.
Open SummitHybrid MF + insurance practice. Shield outline morphs into a growth curve; SIP, Crorepati, Retirement and Cover check calculators, with IRDAI wording.
Open ShieldNRI desk in ocean teal and sand. Live world clocks for Dubai, Singapore, London and New York, a meeting-slot finder and SIP with currency view.
Open KadalFor women investors, in plum and rose gold. A stitched thread runs through the page; career-break SIP calculator and money-in-your-own-name guide.
Open ThozhiFor doctors and busy professionals. ECG line that turns into a growth curve, vitals-style tiles, STP and SIP calculators.
Open VitalRetiree-first readability: large type, A+ text toggle, SWP income ladder with a corpus jar, and a peace-of-mind checklist for families.
Open AnandaFor traders and MSME owners. A ledger that fills itself, surplus cash parked in a jar, and business-cash vs family-goal planning.
Open VyaparNeo-brutalist and playful for first-jobbers. Payslip splits into stickers, salary-split helper and step-up SIP comparison.
Open SparkSwiss-minimal for established families. Hairline grid, masked section numerals, goal and asset-mix calculators, family order register.
Open MonolithTamil-first for delta farming families. Growing paddy, a Kuruvai–Samba–Thaladi season wheel and a harvest-plan calculator.
Open VayalFor teachers and government staff. Salary-day calendar stamps a seal and coins fly into goal envelopes; increment-linked step-up SIP.
Open SevaiDark aurora and frosted glass for tech professionals. Goal orbit, tilt cards, bonus + SIP combo calculator and an ESOP section.
Open AuroraFrom AMFI's guidance on MFD nomenclature. Templates avoid “advisor” and “financial planner” wording; check each client's registered name before launch.
Client picks a template and sends name, ARN, photo, address and services.
We fill in the content, connect the enquiry form and Health Check to their CRM.
Client reviews on phone and desktop; we fix wording.
Site goes live on their domain with HTTPS.