For mutual fund distributors and wealth teams
The front office for mutual fund distributors.
Your back-office software tracks the money. Spire runs the team that grows it: leads, client reviews, tax harvesting and queries in one app, with an AI assistant built in.
₹600 Cr+ in client assets already tracked on Spire
What's inside
Everyone opens Spire to their day
Follow-ups, client reviews and back-office requests due today, in one list, overdue first. The bell and Saathi show the same list.
- Leads, clients and queries in one list
- This month's numbers on top
- Team Leads and owners see who needs a nudge
Live the same day · No setup fee · Works alongside your broker or back-office platform
Why Spire
More than a CRM. Not another back office.
A CRM stores contacts. Back-office software tracks transactions. Spire is the layer in between, where your team does the daily work of winning and keeping clients.
An assistant that knows your book
RMs ask Saathi in Hindi, Gujarati, English or any other Indian language. It finds clients, lists the day's work and drafts leads, notes and requests.
Learn moreReports clients actually read
A Wealth Story rebuilt from the client's own statements: what they put in, what it's worth and how it compares.
Learn moreNothing hides in an RM's WhatsApp
Every lead, review and request has an owner and a date. The owner sees all of it, per RM, without asking.
Learn moreBuilt for the phone in the field
Mobile-first and installs like an app, so RMs update leads and log reviews between meetings, not at a desk later.
Learn moreSpire Saathi
Your RM talks. Spire does the typing.
Saathi is the assistant built into Spire. RMs speak or type in Hindi, Gujarati, English or any other Indian language — it finds clients, lists the day's work and drafts leads, review notes and back-office requests.
The RM says · Gujarati
“આજે નીતા દેસાઈ ને મળ્યો, ૨૫ હજાર ની SIP શરૂ કરવી છે. આવતા ગુરુવારે ફોન કરવો.”
Drafts the lead — name, product, amount, follow-up date
The RM says · English
“What needs my attention today?”
Lists today's follow-ups, reviews and queries, the same list as Home
The RM says · Hindi
“मेहता जी का रिव्यू हो गया, अगले महीने फिर बात करनी है।”
Drafts the review log for that client
The RM says · English
“Raise a query to fetch Meera's CAS.”
Drafts the request for the back office
- Saathi only drafts. Nothing is saved or sent until your team checks and confirms.
Wealth Story
Walk into every review with the client's real story.
Upload the client's broker and mutual fund statements. Spire rebuilds what happened to their money and turns it into a report they can read in a minute.
- XIRR for the account, equity and mutual funds
- Dividends counted
- Benchmark comparison
- Family view
Each firm's data is isolated at the database level — no one else can see your clients.
Encrypted in transit and at rest, with daily backups.
AI only drafts. Nothing reaches a client until your team approves it.
Simple, introductory pricing
₹400 per license a month, or ₹3,000 per license a year (just ₹250/month). One plan with every feature, no tiers. Minimum 5 licenses per workspace.
See pricingQuestions
No — Spire works alongside whatever platform you already use for execution.
Give your team the tool your clients deserve.
Book a 20-minute demo on WhatsApp — we reply within 24 hours.