For Advisors

Your clients deserve better than spreadsheets.

Freedomwise gives SEBI-registered advisors a shared platform to plan, simulate, and audit client finances. The AFS badge is proof of your work — visible on every client's public profile.

Client dashboards, not spreadsheets

The same three wedges — Debt-Freedom, Retirement Readiness, FI Intelligence — built for advisor mode. View any client's full financial state in seconds.

The Audited Freedom Score (AFS)

Review client data inside the platform. One click to attest. The AFS badge shows your name and SEBI registration — a credibility signal your client can share publicly.

Consent-first architecture

Clients receive an explicit invite, review what you can see, and opt in. All activity is logged. You can never access data the client has not consented to share.

AI narration, your expertise

Freedomwise's AI explains the numbers. Your job is strategy and trust. The computation and the explanations are generated by the platform — you bring context and judgment.

The AFS attestation flow

Invite the client — they receive an email, review consent, and accept.

The client's data becomes visible inside your advisor dashboard.

Review the underlying assets, liabilities, and cashflows against the Freedom Score.

Click Attest to sign — your name and SEBI registration are recorded immutably.

The client's badge now shows AFS with your attribution.

Advisor plans

Starter

₹0/mo

3 client seats

210 AI credits/mo

Request a demo

We'll walk you through the advisor dashboard, the AFS attestation flow, and how to onboard your first client — in under 30 minutes.

Already on Freedomwise?

Switch to advisor mode inside the platform. Go to Settings → Advisor → Upgrade seat.

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