Six core service lines, thirteen deliverables, each one designed to replace a manual, error-prone process with a reconciled, institutional-grade one.
Our flagship consolidated net worth report, every asset class, every custodian, one statement.
Merge holdings across custodians, brokers, and family entities into one structured view.
Automated collection and normalization of custodian, RTA, and broker data feeds.
NAV calculation support, capital account maintenance, and books-and-records assistance.
Time-weighted and money-weighted returns, benchmarked and presented institutionally.
Capital call notices, distribution statements, and quarterly investor packs for AIF/PMS.
Internal MIS packs built for principals and management committees.
Line-by-line MFD commission matching against RTA and AMC statements, GST/TDS formatted.
Recurring reports generated on schedule, no manual re-compilation each cycle.
Structured financial statements built to your firm's format and compliance standard.
Multi-entity, multi-generation reporting built for principals and their advisory teams.
Asset allocation, concentration, and risk analytics layered on reconciled data.
Bespoke Excel and Power BI dashboards, built to your firm's exact specification.
Commission reconciliation, client-facing statements, and MIS for independent distributors.
Multi-entity consolidation, WealthLens reporting, and custom dashboards for principals.
Investor reporting, fund accounting support, and performance reporting at fund level.
Every tier is data, reporting, and analytics only, Growth Senate does not provide SEBI-regulated investment advice.
Tell us what you're reporting on today and how, we'll map it to the right service lines in one call.
