Aggregation
Portfolio of portfolios.
Roll up every entity (trust, LLP, HUF, individual) into a single twin. Drill from family book to single LLP small-cap exposure in two clicks. SHAP attribution at every level.
For institutions
Aladdin at SaaS
pricing.
Family offices, AMCs, pension funds, hedge funds. The same simulation engine your retail clients see — at portfolio-of-portfolios scale, with five-year regulator-defensible audit, JSON + gRPC API.
SOC 2in progress
SEBI IA · 2026DPDP compliantMumbai regioninstitutional.moneyglimmora.ai
Iyer Family Office · combined AUM
₹482.4 Cr
+11.8% YTD · 11 entities
● live
Entity rollup · 11
Iyer Family Trust
32%
IY Industries LLP
22%
Ramesh Iyer (HUF)
14%
Sneha Iyer
11%
IY Realty Pvt Ltd
9%
Karthik Iyer
7%
Other (5 entities)
5%
Factor decomposition · Fama-French 5
Market
+6.4%
Value
+1.8%
Momentum
+2.4%
Size
-0.9%
Quality
+1.6%
Low-vol
+0.3%
Audit · last 24h
147,212 rowsGuardian
4,812
Stress
1,204
Alloc
812
Combined AUM
₹482.4 Cr
▲ +11.8% YTD
Across 11 entities
Cross-entity overlap
0%
−6 pp after rebalance
Same instruments across 3 entities
Portfolio VaR (95%)
−5.4%
One-day, ₹26.0 Cr exposure
Liquidity (T+1)
₹68.2 Cr
Available without exit-load drag
Why institutions choose us
The Aladdin moat, opened.
What you'd pay $5M/year for. At a tenth the price, with regulator-defensible AI baked in.
₹0.0 Cr
Sample AUM
11-entity rollup
0
Entities
Trusts · LLPs · HUFs
0 yr
Horizon
Generational planning
0 yr
Audit retention
SEBI IA Reg. 19
Capabilities
Every retail feature.
Plus six institutional ones.
The same engine your retail clients see, served at portfolio-of-portfolios scale with institutional-grade aggregation, attribution, and audit.
Attribution
Factor decomposition, live.
Fama-French five-factor breakdown of every return stream. See which factor — value, momentum, size, quality, low-vol — produced last quarter's alpha.
Audit
Five-year regulator trail.
Every AI recommendation logged with model version, inputs, rationale, SHAP. Filterable, exportable, defensible. SEBI IA Reg. 19 compliant by construction.
Multi-entity
11 entities, one view.
Trusts, LLPs, HUFs, individuals — each with its own twin, rolled into the family book. Cross-entity overlap detection at the instrument level.
Generational
40-year horizon.
Monte Carlo extended for succession planning. Stress against inheritance-tax regimes, FX shocks, sovereign policy change. Per-generation goal modelling.
API
Engine as a service.
JSON over HTTPS or gRPC. Subscribe to allocation events, push corporate actions, run your own quant on top. OpenAPI Swagger live.
Generational
40-year horizon.
Three generations. One twin.
Ramesh, 48
Target
₹1,500 Cr corpus
by 2038
Inheritance tax modelled. FX risk hedged. Trust structure optimised. Audit-trail retained five years per SEBI IA Reg. 19.
Sneha, 22 + Karthik, 18
Target
₹3,200 Cr trust
by 2055
Inheritance tax modelled. FX risk hedged. Trust structure optimised. Audit-trail retained five years per SEBI IA Reg. 19.
Unborn grandchildren
Target
Family foundation
by 2070
Inheritance tax modelled. FX risk hedged. Trust structure optimised. Audit-trail retained five years per SEBI IA Reg. 19.
Pricing
Three tiers. All audited.
Flat-fee. No commission. No AUM percentage. All tiers include the full audit trail.
For quants
API
USD 30K/ year
- JSON + gRPC API access
- Twin simulation endpoint
- Risk + governance endpoints
- 1M calls / month
- OpenAPI Swagger
Most chosen
Family Office
USD 100K/ year
- Full institutional dashboard
- Up to 25 entities · unlimited holdings
- Factor attribution + SHAP
- Dedicated CSM
- SOC 2 + private deployment option
AMC · pension · hedge
Enterprise
Customfrom USD 250K
- Custom integrations + SLAs
- On-premise deployment
- Dedicated infrastructure
- White-label option
- Regulator liaison support
We don't pay Aladdin prices. We don't accept Aladdin opacity.
The Capital Twin gives us both — the math and the receipts.
Talk to us
Want this for your book?
See it on your own portfolio. We'll run a 30-minute pilot with three of your real entities and walk you through the audit log.
Combined AUM under management
₹482.4 Cr
11 entities · live
Iyer Family Office · sample