SEBI-Registered Advisors & RIAs

Your clients will Google
their funds anyway.
Make sure they find your report first.

BullWiser gives SEBI-registered advisors third-party verified fund analysis their clients trust — and SEBI 2026 suitability documentation they can audit. Not your analysis. Ours. That's the point.

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SEBI (Mutual Funds) Regulations 2026 require advisors to document fund suitability for each client recommendation. Non-compliance penalties start at ₹1 lakh per instance. BullWiser generates that documentation automatically.

Stealth beta — first 10 advisors get free unlimited access. No credit card.

14,000+ funds analysed
AMFI official data
Zero commission bias
Algorithm-only scoring
SEBI 2026 compliance ready

Your clients don't fully trust
advisor-generated analysis.

It's not personal. It's structural. When your income depends on the recommendation, clients wonder — even if they don't say it. BullWiser removes that doubt entirely.

🤔

"Is my advisor recommending the best fund, or the best commission?"

The question every retail investor asks. You can't answer it with your own analysis — only a third party can.

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SEBI 2026 suitability documentation — most advisors aren't ready.

New regulations require written justification for every fund recommendation. Manual documentation takes 30+ minutes per client.

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Client retention drops when they discover direct plans exist.

If a client Googles their fund and finds BullWiser before you show them — you've already lost the narrative.

Three steps. Under 2 minutes.

Generate a BullWiser-branded client report before your next meeting.

Search the fund

Type any of 14,000+ AMFI-registered mutual fund names. Instant results, no ISIN needed.

BullWiser generates the report

Score, TER analysis, benchmark comparison, risk metrics, suitability flags — all automated. Your client's name goes on the cover.

Share before the meeting

Download PDF or email directly to client. They see BullWiser's third-party analysis. You own the relationship.

SEBI documentation: done

Every report is archived with timestamp, fund data snapshot, and suitability fields. Audit-ready in one click.

What your client receives.

BullWiser's name on the data. Your name on the relationship.

SEBI Data · AMFI Verified
HDFC Flexi Cap Fund — Direct Growth
8.4
BullWiser Score
Strong · Recommended
5Y CAGR+19.2%
vs Nifty 50+4.4% alpha
TER (Direct)0.82%
TER (Regular)1.54% ↑
TER drag (20yr)₹8.4L lost
Sharpe Ratio1.84
Max Drawdown-28.4%
Suitability✓ Aggressive / 7yr+
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BullWiser Score (0–10)

Composite algorithmic rating. No human bias. No manual overrides. Same methodology for every fund.

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TER drag — the number distributors hide

Exact rupee cost of Regular vs Direct plan over 10 and 20 years, personalised to client's SIP amount.

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Benchmark comparison

5-year CAGR vs Nifty 50 / category average. Alpha, Beta, Sharpe, max drawdown.

Suitability flag

Risk profile match, recommended horizon, suitable investor type — structured for SEBI 2026 documentation.

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SEBI compliance archive

Every report timestamped and stored. 2-year audit trail. One-click export for SEBI inspection.

Why BullWiser branding stays on every report.

We don't white-label. When your client sees BullWiser's name on the analysis, it signals third-party independence. That independence is worth more to your client relationship than your logo being on the data. Your name on the relationship. Our name on the data. That's the right split.

Documentation you used to spend
30 minutes creating. Now: 90 seconds.

SEBI's new suitability documentation requirement isn't optional. BullWiser makes it automatic.

₹1L+

Penalty per instance

SEBI's minimum penalty for missing suitability documentation under 2026 MF regulations.

90s

Report generation time

From fund search to downloadable SEBI-ready PDF. No manual data entry.

2yr

Audit archive retained

Every report stored with timestamp, data snapshot, and suitability assessment. Audit-ready instantly.

₹66

Per day on Pro plan

₹1,999/month = ₹66/day. Less than your morning chai bill. Less than 0.001% of one ₹1L penalty.

Get Early Access

We're onboarding the first 10 SEBI-registered advisors personally. Free unlimited access during beta. Your feedback shapes the product.

No credit card. No commitment. By submitting you agree to our Terms. We'll reach out within 24 hours.

✓ Request received

We'll reach out on WhatsApp / email within 24 hours to set up your access. You're among the first 10 — thank you for being an early believer.