For Indian wealth management teams
Run your distribution business — not just your AUM.
Spire is the workspace Indian wealth management teams use to run leads, client servicing, and portfolio reviews — built for the people who manage your clients' investments, not for the clients themselves.
You don't know which clients haven't been reviewed this quarter.
Spire schedules review cycles across your team and shows the % of your book covered.
Follow-ups fall through WhatsApp threads and personal notebooks.
Every lead has one follow-up date, owned by one RM, visible to you at any time.
Every client update takes an RM real time to put together by hand.
One upload turns a client's holdings into a branded portfolio report in minutes.
The report your clients actually read
Upload a client's statement once — Spire works out account, equity, and mutual-fund XIRR, and tracks every dividend received across both. Most tools stop at mutual funds; Spire covers your clients' direct equity holdings too. This is what your RM generates and sends in minutes; your clients never log into Spire directly.
Acme Finance
Wealth Story — Rohan Kapoor
14.2%
Account XIRR
16.8%
Equity XIRR
11.4%
MF XIRR
Dividends received (FY)
₹42,180
across 9 holdings
Year-on-year growth
+18.6%
vs. FY 2024–25
Your data stays in your own Google Drive and Sheets — export anytime.
Built for Indian wealth management teams, from the ground up.
Works alongside any broker or RTA platform you already use.
Simple, launch pricing
₹500/month per license billed monthly, or ₹200/month per license billed yearly — locked in only through August 2026. Minimum 5 licenses per workspace.
See pricingQuestions
No — Spire works alongside whatever platform you already use for execution.