The Toolkit ยท Tools layer of the Flexi-Wealth System

Your entire market research workflow, in one place.

Analyze, screen, backtest, trade, invest, and track. Professional-grade tools for Indian markets, connected into one workflow that takes you from a raw idea to a tested decision.

6
Workflow stages
33
Interactive tools
400+
Screener parameters
10+ Yr
Backtest data

Real-time market data partner: Sharpely

Stage 01

Analyze

Find what deserves your attention. Read a company the way an institution does.

Stage 02

Screen

Filter the whole market down to a shortlist that fits exactly what you are looking for.

Stage 03

Build & Backtest

Turn an idea into a tested strategy. Know exactly what works before you risk anything.

Stage 04

Trade

Intraday and positional trading with an edge. See where the smart money is, in real time.

Stage 05

Invest

Build the long-term core with mutual funds and ETFs, researched with the same rigor as stocks.

Stage 06

Track

Know your portfolio cold. Returns, risk, and tax, all in one view. See Portfolio Review →

Pricing

One membership covers everything.

One single membership. All five layers, every tool, and full one-on-one support. You decide which layers to use and at what pace.

You pay only the membership fee. There is no mutual fund distribution and no commission earning of any kind, so every recommendation stays unbiased and client-first.

SEBI RA · INH000016630 Annual Billing GST Included
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