India's only AI-powered prospecting engine for MFDs & IFAs

Your investment thinking, turned into client-ready proposals—with AI.

Prospect new clients with a proposal that does the convincing. Sit with existing ones behind a review that does the explaining. Same workspace, across mutual funds, PMS, AIF and SIF.

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No credit card required. Every report, every feature — free.

Client portfolio

Prepared for: Rahul Mehta

As on 30 Apr 2026

CATEGORY MIX

● Equity 48%● Debt 28%● Others 24%

NOMINATIONS

✓ Primary folio ✓ Joint holding ! 1 item to review

GOALS

Child's education

58%

Retirement

42%

Two jobs, one engine

How you present a proposal is your business now.

A polished proposal doesn't just close a meeting — it's what gets you the meeting in the first place, and what keeps a client from drifting to the next MFD who shows up better prepared.

Prospecting new clients

Walk into a first meeting with a proposal that looks like it took a team to build. That's what turns a referral into a client.

Conversing with existing clients

Every review or allocation check is a reason to sit down again — with a visual companion that makes the conversation easy to follow.

One engine, both jobs

The same reports and proposals win the next client and retain the current one — no separate tool for either job.

One clear workspace

From statements to client-ready stories.

Organise the information you already have into one consistent, presentable narrative your client can follow.

01 Portfolio reviewPull a client's full portfolio together, purpose-mapped and ready to walk through. ↗

02 Goals & investment proposalSet a goal amount and horizon, then build the proposal that gets there. ↗

03 General investment proposalPut together a standalone proposal outside of any specific goal. ↗

04 Nomination review reportCheck every folio for missing or outdated nominee details. ↗

05 PMS proposalsStructure a portfolio management proposal for HNI clients. ↗

06 AIF proposalsBring alternative investment strategies into a client-ready proposal. ↗

07 SIF proposalsPropose specialised investment fund strategies with the same rigor. ↗

08 Compare PMSesSet two or more PMS strategies side by side for a client decision. ↗

Pricing

100% of the features. Free by default.

There is no "starter" version of MyQuestionBox with pieces missing. Every MFD and IFA gets the full product — every proposal type, CAS import, comparisons, nomination reports, your own branding — at ₹0, from the first day. Nothing here is held back to be sold to you later.

Always included, for everyone

✓ CAS import & portfolio review

✓ Goals, general, PMS, AIF & SIF proposals

✓ Nomination review reports

✓ PMS comparisons

✓ Your own firm branding

What actually moves the price

Only your usage — how many clients, seats or reports you run each month. Never a feature. If your practice stays small, your bill stays ₹0. If it grows past what one practice needs, we'll talk to you before anything changes.

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Privacy & security

Your client's data stays exactly where it should.

The AI in MyQuestionBox never sees who your client is. It only ever sees the numbers it needs to build the report in front of it.

PII is stripped before it's read

Names, PAN, folio and account numbers are removed before anything reaches the AI. It works only with the figures needed to build the report.

Nothing trains on your clients

A client's statement is used to build that client's report, full stop — never to train a model or shared beyond your workspace.

You control what's kept

Delete a client's workspace whenever you like — nothing about them is left behind.

Not a recommendation engine.
Not an advice engine.
A presentation engine.

No advice.No recommendations.Just better presentation.

Designed to be presented

Your thinking. Your brand. Beautifully framed.

Clean templates, your own firm's name and colours, and a consistent experience from the first review to the final proposal.

Explore plans →

Prepared for

Rahul Mehta

Investment
proposal

Prepared by: Your firm name30 Apr 2026

How the AI helps

It reads, drafts and reconciles — the parts that eat your evening.

Hand it a CAS and it reads every holding without you re-typing a folio number. Set a goal and it drafts the proposal structure, stable and growth pockets included. Edit a fund mid-review and it keeps the totals reconciled at every level, automatically.

None of it decides what's suitable for your client — that stays your call, every time. And because personal details are stripped before the AI sees anything, it drafts with numbers, not names. It just clears the drafting off your desk so you can spend that time on the conversation instead.

Why it matters

The presentation is the pitch — for a new client and an old one alike.

"Clients decide on trust, not just returns — a clean, well-organised review signals command of the portfolio before they read a single number.

"A good allocation call looks shaky in a messy spreadsheet. The presentation carries as much weight in the room as the analysis behind it.

"Every client is quietly comparing you to their bank's app. Platforms already show polished dashboards — your own presentation has to hold up next to that.

"Every proposal or review you leave behind keeps working on your reputation between meetings.

"A client who can follow the numbers is a client who trusts the recommendation — clarity is what makes a proposal land.

"Consistent, branded documents make a one-person practice look like an institution.

Built for every product you sell

Mutual funds to alternative investments, in the same workspace.

Most of your clients start with mutual funds — SIPs, category views, goal-based proposals. As they grow, some move into PMS, a personalised mandate held in their own demat, or AIF strategies built for sophisticated investors. Others fit best in SIF, the newer category bridging mutual funds and PMS. MyQuestionBox builds a proposal in whichever of these a client needs — and lets you compare PMS strategies side by side when a client is deciding between them.