Early Access · Tailored for RIAs

An intelligent operating system for professionals.

One client database built to run thousands of portfolios, not a single-client spreadsheet — with AI-based data extraction to bring your existing book in, and reports carrying your brand, not S4PMIA's. Built specifically for portfolio managers and investment advisors, not adapted from something generic.

Data handled with privacy by design, from the ground up.

ThousandsClient portfolios it's built to run

AI-AssistedClient data extraction & onboarding

3Branded reports per client

The problem today

Running a book across spreadsheets doesn't scale.

Every new client means another workbook, another manual calculation, another unbranded PDF.

Today

A separate Excel file per client
Tax, insurance and allocation checked by hand
Reports that don't carry your firm's brand
No single view across your whole book

With S4PMIA

One system, every client, one login
Tax, insurance and allocation logic built in
Branded PDF reports, your logo and firm name
A dashboard across your entire client book

What's inside

Built around what an advisor actually does.

Multi-Client Portfolio Tracking Every client's income, expenses, portfolio and goals, saved and reopened anytime.

Reports With Your Brand PDF reports carrying your firm's logo and name, not S4PMIA's.

Tax & Regime Planning Old vs. new regime comparison for every client, plus a complimentary standalone tax calculator for your clients.

Debt & Insurance Modules Loan cost breakdowns, payoff priority, and ideal insurance cover — not just tracking, actual recommendations.

Risk & Resilience Meters A clear read on how exposed a client's plan is, plus an opportunity screener to flag what's being left on the table.

AI-Based Data Extraction Drag and drop your existing client files — Excel, PDF or a form link — and AI reads them and fills in your clients' details for you. S4PMIA only

Let Clients Fill It In Themselves A data-protected form — your own link or a Google Form — that clients fill in directly, so their details land in S4PMIA without you typing a thing.

Every Analysis, One Protected System Risk, portfolio, debt and tax — the full picture for every client, run on data that's protected the same way, every time.

Set Your Approach Once, Done Forever Pick how you like to judge risk and debt — Conservative, Typical or Liberal — once per client. From there, it's automatic, every time.

See it for yourself

Financial analysis in seconds, not spreadsheets.

S4PMIA runs the numbers and gives you, the advisor, actionable insight instantly — then generates a portfolio report, a debt report and a tax report, each carrying your firm’s name and ready to send straight to your client. These three are real PDFs pulled out of the platform for a fictional client, not mockups.

Request the Full PDFs →

Real Output Financial Model Report preview

Financial Model ReportIncome, tax, portfolio, risk & retirement — for Rohan Deshmukh

Real Output Debt Situation Report preview

Debt Situation ReportLoans ranked by true cost, one suggested priority

Real Output Tax Regime Comparison preview

Tax Regime ComparisonOld vs. new regime, line-by-line, with the recommended pick

Pricing

Two tiers, billed yearly.

Manual onboarding for now — register interest and I'll set your account up personally.

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The One-Man Firm Pack

S4PMIA Lite

₹15,000 / year

Everything a solo advisor needs to run their own book — no team, no extra seats required.

Multi-client portfolio tracking
Reports with your brand on them
Tax, debt & insurance modules
Risk & resilience meters
Complimentary tax calculator access
1 advisor login

For advisory firms

S4PMIA

₹48,000 / year

Everything in Lite, plus tools for firms managing a larger book.

Everything in S4PMIA Lite
Drag-and-drop bulk client import
Up to 5 advisor logins (more on request)
Priority onboarding support

Add-on for S4PMIA (Full) Subscribers

The MAKE-COMPLETE Add-on

Everything you need to look incredible online, done for you once and handed over — not another subscription.

Business website, built and launched
Domain & DNS setup
Professional email setup
WhatsApp Business setup
Basic SEO, done right
Templates made for your firm, branded and ready

₹28,000One-time

Ask About This →

Built and operated by Aayush Parihar — the same person behind aayushdoesfinanxe.com's bespoke 1:1 financial modelling service. S4PMIA is the system built to run that same rigor across an advisor's entire book.

Visit aayushdoesfinanxe.com → Talk to Aayush →

Questions

Frequently asked.

Is this the same as the 1:1 modelling service?

No. aayushdoesfinanxe.com's bespoke service is a one-off engagement for individuals. S4PMIA is software an advisor runs their entire client book on, day to day.

What's the difference between S4PMIA and S4PMIA Lite?

Lite is the one-man firm pack — everything a solo advisor needs to run their own book. Full S4PMIA adds bulk client import, built for advisory firms managing more clients.

How do I get access?