Equitree Capital is the private client app of Equitree Capital Advisors Private Limited, a SEBI-Registered Portfolio Manager. It is for existing clients of our Portfolio Management Service. There is no public sign-up and no trading in the app.

YOUR PORTFOLIO, AT A GLANCE
• Portfolio value and its history, with every figure dated
• Holdings and allocation by sector
• Capital flows, transactions and your fee schedule
• Risk in plain numbers: volatility, Sharpe ratio and drawdown, each explained
• Household views where your accounts are linked

BODHI AI
• Ask about your own portfolio in plain words: holdings, sectors, risk and capital flows
• Answers come from your own account data and say so when a figure is not available
• Ask for a statement or your tax documents pack and Bodhi AI emails it to your registered address once you confirm
• Answers are AI-generated and informational. They are not investment advice, and Bodhi AI does not place trades

STATEMENTS AND RESEARCH
• Portfolio, capital account, transaction, capital gains and tax statements as PDF, whenever you ask
• Quarterly newsletters, factsheets and portfolio notes from the investment team
• Optional notifications when a report or document is ready

PRIVATE BY DESIGN
• Sign in with a one-time code sent to your registered email. No password to remember
• Optional fingerprint or face unlock
• Read-only access, and one control to sign out of every device
• Light and dark appearance

Screens in this listing show fictional data for illustration only.

Figures are as reported by the custodian, Nuvama Custodial Services, and may be subject to reconciliation. Past performance is not indicative of future returns. Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.

Equitree Capital Advisors Private Limited · SEBI-Registered Portfolio Manager · INP000005777