Go Beyond Stocks & ETFs
Get the widest range of investment options for your clients in India and abroad.
“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
Evangelist/Referral Programme
- Partner will be eligible for an ‘Introducer Fee’.
- Client will be managed solely by Kristal.AI.
Advisor Partner
- 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.
Distributor Partner
- 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.
Sponsor Programme
- 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.
Resources
About Kristal.AISee More
Product OfferingsSee More
Enterprise SolutionSee More
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How to Onboard a India Client
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How to Enable User to Login
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How to Change User Password
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How to Create a New User
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How to Onboard a Global Client
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How to Change RM of Client
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How to Create Fund Transfer Request for Client
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How to Create Tasks
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How to Download Reports of Client
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How to Filter Users Create Client Groups
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How to Manage Docs
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How to Bookmark Kristals
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How to Run Advisory Algo
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How to View Asset Allocation of Client
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How to Send Messages
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How to Trade Kristals for Client
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How to View Holding and Trade-logs of Client
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How to View Use Reports
Bank and Fund Transfer DetailsSee More
Applications and FormsSee More
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.