Choice Felix AI | Enterprise Ready

Investment intelligence,
reimagined.

The most advanced AI-powered portfolio management system. Precision, speed, and beauty for the modern wealth manager.

Portfolio Overview

Live
Total Assets

₹12.4 Cr

12.5% vs last month
Day's Gain

₹1.24 L

2.1% vs last month
Risk Profile

Moderate

0.5% vs last month

Performance Analytics

45L
68L
53L
83L
68L
90L
83L
105L
98L
128L
113L
135L
120L
143L
128L
150L
AI Insight

"Consider increasing allocation in Mid-Cap funds to optimize alpha generation."

84/100
Portfolio Health Score

Recent Activity

HDFC Top 100

SIP

₹5,000

2h ago

Nippon India

Buy

₹25,000

5h ago

SBI Small Cap

Sell

₹12,000

1d ago

Asset Allocation

Equity65%
Large Cap
Mid Cap
Debt
Gold

Everything you need to dominate the market.

A complete suite of tools designed to give you the edge. From predictive analysis to automated client reporting, Felix is your unfair advantage.

Predictive Analytics

Our AI model analyzes over 50,000 data points to forecast market trends with unprecedented accuracy.

Risk Radar

Real-time risk assessment using Monte Carlo simulations.

Scanning

Automated Reporting

One-click generation of white-labeled PDF & PPT reports.

Client Portal

Give your clients a beautiful, read-only view.

75%

Instant Rebalancing

Drift analysis and one-tap rebalancing suggestions.

Drifted
Auto-Fix
Optimized
₹50Cr+
Assets Managed
2,000+
Portfolios Built
500+
Advisors
99.9%
Uptime

Ready to scale your practice?

Join hundreds of financial advisors who are managing wealth smarter, faster, and better with Felix.