S4PMIA Site Mockup
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.

Register Interest → See pricing

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.

01
Multi-Client Portfolio Tracking Every client's income, expenses, portfolio and goals, saved and reopened anytime.
02
Reports With Your Brand PDF reports carrying your firm's logo and name, not S4PMIA's.
03
Tax & Regime Planning Old vs. new regime comparison for every client, plus a complimentary standalone tax calculator for your clients.
04
Debt & Insurance Modules Loan cost breakdowns, payoff priority, and ideal insurance cover — not just tracking, actual recommendations.
05
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.
06
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
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.

The One-Man Firm Pack

S4PMIA Lite

₹12,000 / 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
Register Interest →
For advisory firms

S4PMIA

₹42,000 / year
Everything in Lite, plus tools for firms managing a larger book.
  • Everything in S4PMIA Lite
  • Drag-and-drop bulk client import
  • API access
  • Up to 5 advisor logins (more on request)
  • Priority onboarding support
Register Interest →

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 →
Open for RIAs to test now Full launch 14/9 · Ganesh Chaturthi
Request Early Access →
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 and API access, built for advisory firms managing more clients.

How do I get access?

Register interest over WhatsApp. Onboarding is handled personally for now — you'll be set up ahead of the 14/9 early access date.