Advisors on Freedomwise
Freedomwise has a B2B advisor model. Registered financial advisors (SEBI RIAs, AMFI ARN holders, CFPs) can use the same three-wedge planning tools for their clients.
What advisors get
Client dashboard: Advisors can view and manage any client's data by switching to that client's context using the effectiveUserId system. Everything the client sees, the advisor sees — with identical calculations.
AFS attestation: After reviewing a client's portfolio data, an advisor can submit an attestation that upgrades the client's Freedom Score from SFS to AFS. The attestation includes the advisor's SEBI registration number and appears on the client's public badge.
Client management: Invite clients, track their consent status, view their FIRE stages and score trends across your full book.
No separate platform: Advisors don't get a different tool. They use the same platform, for their own portfolio and for each client's portfolio. There's no data migration or export required.
How the client relationship works
- Advisor sends an invite link (from their advisor dashboard)
- Client receives the invite, creates an account (or signs into existing one), and accepts
- Client grants data access consent
- Advisor can now view the client's data via
effectiveUserId - Both advisor and client see the same numbers — transparency by design
Advisor tiers
| Tier | Client seats | Monthly |
|---|---|---|
| Solo | Up to 10 clients | ₹999/mo |
| Growth | Up to 50 clients | ₹2,499/mo |
| Practice | Unlimited + white-label option | ₹6,999/mo |
See Pricing for full details.
Applying
Apply to become an advisor partner →
Applications are reviewed manually. We verify SEBI registration or AMFI credentials before onboarding. Typically takes 2–3 business days.