The Investment Services Desk
Your Practice Deserves.
For Chartered Accountants: Empower your firm with a Partner-Branded, Institutional-Grade Investment Office. Build a 100% Family Asset with Zero Fixed Cost.
Join elite CAs upgrading their practice today.
The Paradox of the Practice
Why your most valuable asset—your client relationships—might be worth zero the day you stop working.
The "Active Income" Constraint
Your income is strictly 'Active'. It stops the moment you stop filing returns or auditing books. There is no residual income from work done years ago.
Non-Transferable Goodwill
Unlike a tangible asset, professional goodwill is often non-transferable and tethered to your personal exertion. When you retire, the revenue stream typically dries up.
Income Projection: Practice vs. AUM
Your Brand. Your Client.
Our Infrastructure.
Don't just "distribute" mutual funds. Launch your own Investment Services Desk.We provide the partner-branded technology and back-office operations. Your clients interact with your brand.
Partner-Branded Client App
Your clients get a premium Aspyra mobile app(coming soon) with an optional branded page of Your Firm's Name & Logo. They see their portfolio growing under your guidance.
Partner Dashboard
Track your entire AUM, revenue, and client activity in real-time. Generate "Capital Gains Reports" with a single click.
Total AUM (Family)
₹ 42,50,00,000
How It Works
A seamless integration of your advice and our execution.
1. The Client
Trusts You (The CA) for financial health. They need holistic wealth management, not just tax filing.
2. You (The Guide)
You manage the Client Relationship & Trust. Then, you simply refer them to Your Partner-Branded Desk.
3. Aspyra (Obs)
We execute the KYC, Onboarding, and Trades. We generate the reports. The Client sees it all on YOUR App.
The "RIA" Dilemma
Many CAs aspire to be SEBI Registered Investment Advisers (RIAs). But is the operational reality worth it for your practice size?
Become an RIA
- COMPLIANCE LOADHigh. Mandatory audits, net-worth certificates, and strict record-keeping.
- REVENUE MODELFee Only. Capped fees. Hard to collect from smaller clients. Zero commission allowed.
- LEGACY VALUELow. Fees stop when you stop advising. Difficult to transfer practice value.
Aspyra Partner Desk
- COMPLIANCE LOADMinimal. Aspyra handles central SEBI/AMFI compliance. You focus on the client.
- REVENUE MODELRecurring Asset. Recurring trail income that moves with the market.
- LEGACY VALUEHigh. The ARN is a transferable family asset with nominee provisions under AMFI norms.
Built on Regulatory Certainty
The regulator (SEBI/AMFI) explicitly protects the family's right to income from the distribution business. Refer to AMFI Circular 30 (Oct 2025).
- 12-Month Window for Nominees to safely claim assets.
- Commissions continue to flow to the family during transmission.
- Seamless, centralized transfer of AUM to the heir without loss of clients.
Aspyra Compliance Shield
Backend Support System
"Once a client is introduced, Aspyra manages the complete workflow: Compliance, Risk Profiling, and Asset Allocation. We present the strategy to you for a final 'nod' before execution—ensuring total transparency and your continued oversight."
You Own the Client. We Power the Desk.
Institutional-Grade Infrastructure.Your clients are mapped to your Family ARN. We remain the invisible engine ensuring everything runs smoothly.
Your Mobile App
Clients see YOUR Logo. An optional branded experience that builds your brand equity.
Partner Portal
Track every rupee of AUM. Generate Tax Reports, Capital Gain Statements in one click.
Ops Concierge
KYC, Onboarding, and Service Requests? We handle 100% of the paperwork.
Research Desk
Access our Model Portfolios to construct the perfect strategy for your HNI clients.
Why 51% Passive Share > 70% Active Share.
Standard National Distributors are built for full-time agents who want a job. Aspyra is built for professionals who want an asset. We don't just share revenue; we absorb the cost of operations.
Feature Analysis
High Payout Trap
High Profit Choice
A Distributor's Agent v/s An Aspyra Partner
Why smart professionals choose Aspyra over standard aggregation platforms.
The Distributor's Agent
Standard platforms are designed for agents looking for a job. They require you to handle KYC, chase OTPs, and manage operations manually.
The Aspyra Partner
Aspyra is built for professionals building an asset. We absorb 100% of the operational cost, letting you leverage your network without the legwork.
Different Models for Different Goals.
Traditional platforms require you to log in, punch orders, and resolve KYC rejections. They are 'Do-It-Yourself' tools. Aspyra is a 'Done-For-You' service. We leverage your credibility; you leverage our execution.
The Mathematics of Legacy
A modest client book can generate more passive income than a massive fixed deposit corpus. Build it once; trail income continues for as long as clients stay invested.
Phase 1: Consolidate Family Portfolios.
Phase 2: Onboard Key HNI Clients.
Let compounding do the rest.
Example Benchmark
₹20 Cr AUM
*Assumes conservative equity/debt mix. Actuals may vary based on market performance.
Don't let your goodwill retire when you do.
Start building your family's inflation-proof safety net today.
"Someone's sitting in the shade today because someone planted a tree a long time ago."