GridKey — One Platform to Power Your Entire Wealth Business

GridKey is the command center for modern wealth management. Track multi-asset portfolios, manage clients, automate revenue, and make smarter financial decisions from a single platform built for Indian wealth advisors, RIAs, and family offices.

Multi-Asset Portfolio Tracking

Aggregate equity, mutual funds, bonds, fixed deposits, insurance, and alternatives across every client account. Real-time NAVs, XIRR, asset allocation, and benchmark comparisons in a single consolidated view, powered by direct integrations with Indian custodians and the Account Aggregator framework.

Client & Family Office Management

Onboard clients with digital KYC, group family members under a single household view, and deliver branded portfolio reports. Built-in Account Aggregator integration pulls live holdings directly, with no manual statement uploads.

Revenue Automation for Advisors

Automate fee billing, trail commission reconciliation, and invoice generation. GridKey calculates AUM-based fees on a schedule, generates GST-compliant invoices, and pushes them to clients automatically.

Compliance & Reporting

SEBI-ready compliance workflows, audit trails, and client reporting templates. Generate capital gains statements, P&L, and performance reports in a single click.

Why advisors choose GridKey

• Real-time multi-asset portfolio tracking
• Unified client and family CRM
• Automated fee billing and invoicing
• SEBI-compliant reporting
• Talk to our team about pricing

About GridKey

Founded by finance professionals, technology experts, and entrepreneurs, GridKey combines deep experience in finance, technology, and business development to deliver wealth management software that drives measurable results. Learn more about our vision.

Get in touch

Have questions? Contact our team for pricing, demos, or partnership opportunities.