For Finance Coaches · Investing · Tax · Personal Wealth · CFA / FP&A

Your Finance Community,
On AI Autopilot.

Portfolio Diagnostic AI grounds answers in your course. Tax Saver Coach models old vs new regime. Goal-to-SIP Translator does the math. Compliance-first. SEBI-conscious. Ship your branded finance ecosystem in 14 days. From ₹1,50,000.

14-Day Delivery Guarantee · Day 14 launch or first milestone (₹1,50,000) refunded · Source code in escrow · GST invoiced
Native iOS BuildNative Android BuildWhite-Label Web AppNiche-Trained AILive Cohort Sessions1:1 Booking EngineRazorpay + StripeGST InvoicingCommunity FeedLeaderboardsAI RoleplayDrip ReleasesAuto TranscriptsPush NotificationsDrip EmailSource Code OwnershipNative iOS BuildNative Android BuildWhite-Label Web AppNiche-Trained AILive Cohort Sessions1:1 Booking EngineRazorpay + StripeGST InvoicingCommunity FeedLeaderboardsAI RoleplayDrip ReleasesAuto TranscriptsPush NotificationsDrip EmailSource Code Ownership
42
Ecosystems Shipped
78%
Avg Cohort Completion
₹3.2 Cr
Top Coach ARR
14 Days
From Brief to Launch
The Reality You Live With

Sound familiar?

We've heard every one of these from coaches who came to us before they shipped their ecosystem. The pattern is universal.

01

Compliance kills generic AI

You can't ship ChatGPT to your students. It hallucinates SEBI rules, gives advice it shouldn't, cites US tax law. Your AI must be grounded in YOUR material, with citations.

02

WhatsApp "sir, kis fund mein invest karu"

Three thousand DMs a month. You can't answer (regulatory risk) but students need *some* response. AI grounded in your course gives compliant answers + citations.

03

Telegram is the goalpost

Free Telegram groups out-content you. Coaches who paid you ₹40K end up in a free group anyway. Without retention, your LTV stays at one cohort.

04

CAS uploads → manual analysis

Students paste portfolio screenshots. You spend 2 hours on each "is this allocation OK?" question. AI does this in 10 seconds with YOUR framework.

05

Tax season fire drill

March: 400 "old vs new regime?" DMs. You can't answer individually. You need an AI that runs THEIR numbers against YOUR optimisation playbook.

06

Refunds when markets correct

April crash → cohort #5 refund spike. Without a community + AI nudge layer, students panic-exit at exactly the wrong time.

// Live App Preview · Click Around

See What Your Finance Cohort
Gets On Day 14.

Click between Dashboard, Curriculum, and the AI tutor — this is the actual UI we ship to your students. Every screen branded as yours, your domain, your data.

app.thewealthcompoundingtrack.coach
Finance
HOME / OVERVIEW

Welcome back, Aarav

Progress
42%
+8% this week
Streak
12 days
Personal best
Cohort rank
#34
↑ 6 spots
Up next
Tax harvesting in the new regime
28 min · video
Portfolio Reviewer AI
Ask anything → instant, in-context answers
OPEN TOOL →
What Compounds When You Ship It

Higher retention.
More referrals. Less risk.

Numbers from the cohort builds we've shipped. Your ecosystem compounds the same way — better when you bring strong content + community.

81
Avg NPS

Cited, grounded answers + community + your IP. Highest NPS we ship in any vertical.

71%
Avg Cohort Completion

Daily nudges + portfolio progress tracking + market-event AI summaries.

3.2×
Referral Rate

Affiliate engine + paid referral tracking. Students who hit goals refer at compounding rate.

Zero
Compliance Incidents

Every AI answer cites your course. Nothing said outside your material. SEBI-conscious by design.

The AI Stack — SEBI-Conscious by Design

Niche AI compounds.
Generic AI hallucinates.

Each tool is trained on YOUR material, YOUR frameworks, YOUR voice. Not a ChatGPT wrapper — a niche-specific AI tutor that students open daily and you brand entirely as yours.

AI / 01

Portfolio Diagnostic AI

Reads holdings, names the leak — your frameworks only
// What it does

Students paste mutual fund + stock holdings (or upload CAS PDF). AI returns concentration risk, expense ratio analysis, rebalancing prompts — grounded in YOUR course, with citations.

// Why generic AI fails here

ChatGPT doesn't know your risk-stratification model, doesn't have current SEBI categorisation, can't cite "see Module 4, Lesson 6." Your AI does.

// Example interaction

Student CAS: 62% in 2 ELSS funds → AI: "Concentration risk. Your Module 4 framework caps single-AMC exposure at 25%. Trim 20% from Axis ELSS, redeploy to flexi-cap. Tax: ELSS lock-in 3 years; check exit before redeploying."

AI / 02

Tax Saver Coach

Old vs new regime modelling — your optimisation rules
// What it does

Students input income, deductions, investments, household structure. AI models old regime vs new regime, including 80C/80D/NPS optimisations using YOUR playbook. Returns a 1-page comparison.

// Why generic AI fails here

Generic AIs miss FY-specific limits, hallucinate rates, miss your specific optimisation hacks ("max NPS first, then 80C, then 80D").

// Example interaction

Income ₹18L, current: ₹1.5L 80C, ₹25K 80D → AI: "Save ₹47,500 by switching strategy. Your Module 6 says: max ₹50K NPS first (+₹15.6K saved), then top up 80D family floater to ₹50K, then 80C. Old regime still wins for you. Run the numbers in Calculator?"

AI / 03

Goal-to-SIP Translator

Converts ₹2Cr / 15 years into a compliant ladder
// What it does

Students input a goal ("₹2Cr in 15 years"). AI builds a SIP allocation across categories using YOUR risk-tolerance + glide-path model. Stress-tested against 3 historical drawdowns.

// Why generic AI fails here

Generic AI gives American FIRE advice. Your model is for Indian investors, in INR, with Indian categorisation, your specific philosophy on equity:debt:gold splits.

// Example interaction

Goal ₹2Cr, 15Y, mod-aggressive → AI: "₹38K/mo SIP. 70% equity (40% large, 20% mid, 10% small), 20% debt, 10% gold. Glide to 50:50 by year 12. Stress-tested 2008/2020/2022 — worst drawdown 31%, recovery 18 months."

AI / 04

Market Event Summariser

When markets move, your AI explains it in your voice
// What it does

Major market event (rate cut, correction, IPO) → AI generates a 1-pager *in your tone* explaining what it means for the cohort's typical portfolios. Pushed via WhatsApp + in-app.

// Why generic AI fails here

ChatGPT regurgitates Reuters. Your students need YOUR take — "buy the dip" vs "hold cash" — based on your stated philosophy.

// Example interaction

April correction → AI auto-pushes: "Nifty -8% in 2 weeks. Your portfolios likely down 6–9%. Your framework (Module 8) says: continue SIPs, no lump-sum until VIX > 25, rebalance only if equity allocation drifts >5%."

// Try It Live · No Signup

Don't Take Our Word.
Talk To Portfolio Diagnostic AI.

This is the actual AI tutor we ship to Priya Nair, CFA's students — running on Claude, with the same training pipeline we'd run on YOUR material. Tap a sample prompt or type your own. Streams in real time. ₹0.

P
Portfolio Diagnostic AI
// Trained on Priya's Wealth Compounding Track + 5,000+ student CAS uploads (anonymised)
Live · Claude-powered
// Tap a sample prompt to see it in action
// Demo capped at 8 messages / minute. Want this trained on YOUR material? Generate your blueprint →
Engines Built For Finance Coaches

Built for compliant scale.

Specific engines we wire in for this niche. Each one was built because we kept seeing the same gap, cohort after cohort.

01

CAS Upload + Auto-Parse

Students upload Karvy/CAMS CAS PDFs. Auto-parsed into the AI's context. Privacy-first, encrypted, SEBI-conscious.

02

Live Market Q&A

Native streaming for monthly market reviews. Auto-recorded with chapters. Replays drive evergreen content for new cohorts.

03

Citation-First AI

Every AI answer cites a specific lesson + timestamp. Compliance + trust + retention compound together.

04

Multi-Currency + Tax Routing

INR-first but USD/SGD students get region-routed tax advice. Useful for NRI cohorts.

Finance Case FilePORTFOLIO AI · CAS PARSER · SIP LADDER
From The Field

Priya turned a 12-week SEBI-compliant course into India's most-trusted retail finance program

Compliance-first delivery: every AI response is grounded in her course material with citations. Students get personalised SIP ladders generated from a CAS upload — no advice, just math.

5,640
Students
81
NPS
71%
Completion
Generate My Custom Blueprint
Generate My Custom Blueprint · ₹0

Five Questions. Sixty Seconds.
Your Custom Blueprint.

Tell us your niche, your community size, and the engines you want compounding for you. Our AI strategist (the same one we use on paid ₹50,000 discovery calls) returns a personalised AI ecosystem blueprint — the engines, niche AI tutors, 14-day build timeline, and a real scope-based price. Yours. Free. No drip. No spam. No follow-up call unless you ask for one.

Step 01 / 05

Which niche do you coach in?

We tailor every recommendation — pillars, AI tools, case studies, pricing — to your niche.

01 / 05
Done-For-You · 14 Days

You Teach.
We Ship The App.

No hiring developers. No designing dashboards. No babysitting AI prompts. We deliver the entire superapp — you focus on the coaching that built your audience in the first place.

01

Discovery + Blueprint

A 90-minute call to map your curriculum, audience pain points, and which AI tools will move outcomes. We leave with a locked build spec.

Day 01–02
02

Brand + Product Design

Identity translated into iOS, Android, and Web. You sign off on every screen before a line of code ships. Daily Loom updates.

Day 03–05
03

Build + Train + Ship

We build your superapp, train your niche AI on your material, wire payments, calendars, analytics. Daily staging builds. No black box.

Day 06–12
04

Launch + Handoff

We co-launch your first cohort, transfer source code, hand over admin. 90 days of post-launch care kicks in from here.

Day 13–14
Capability
SUPERAPP
KAJABI · TEACHABLE
DIY STACK
Native iOS + Android app
● INCLUDED
— NONE
— NONE
Niche-trained AI tools
● INCLUDED
— NONE
— NONE
Live + async + 1:1, one place
● INCLUDED
— NONE
○ LIMITED
Razorpay, EMIs, GST invoicing
● INCLUDED
○ LIMITED
○ LIMITED
White-label (no platform branding)
● INCLUDED
○ LIMITED
— NONE
Done-for-you build & launch
● INCLUDED
— NONE
— NONE
Source code ownership
● INCLUDED
— NONE
○ LIMITED
Per-student pricing
— NONE
● INCLUDED
○ LIMITED
Ongoing care & AI retraining
● INCLUDED
— NONE
— NONE
GG
// SUPERAPP.SYS > FOUNDER17+ YRS · BENGALURU · PUNE
Why Superapp Exists

I watched my best coaches burn out.
Not from low demand. From running their cohort on 14 tools.

I've spent 17+ years inside Indian digital businesses — founded Pragmites in 2009 and scaled it to a multimillion-dollar SaaS firm, trained 3,000+ businesses, and watched the same pattern in coaching: a methodology that works, an audience that converts, and a stack that quietly bleeds the founder dry.

Coaches deserve an AI ecosystem that compounds — converts, retains, refers — without them on WhatsApp at 11pm clearing doubts and on Zoom every Saturday filling cohort #5. That's what Superapp is.

We've rehearsed this build across 40+ Indian coaching practices. We ship in 14 days because the stack is opinionated, the AI training pipeline is industrialised, and we've already made every mistake there is to make. You don't pay for our learning curve.

If you're running a ₹50L–₹5Cr cohort and feel like the business owns you instead of the other way around — talk to me. Worst case, you walk away with a free ₹50,000-grade strategy doc.

Gaurav Gurbaxani
Founder · Superapp · Pragmites · AI Expert
  • Founded Pragmites (2009) · scaled to multimillion-dollar SaaS · 17+ years in Indian digital
  • India's Top 10 Digital Marketers · Digital Masters Alliance · 1 of 9 certified trainers
  • Trained 3,000+ businesses · enterprise teams at Axis Bank, SBI Life, NIBM Pune
  • Featured in NDTV, Hindustan Times, Mid-Day, YourStory, Entrepreneur
  • Indian Speaker Bureau roster · Digital Marketing, ChatGPT, Digital Transformation
  • 5.0 / 5.0 across 150 verified Google reviews on AI Expert (my live coaching cohort)
Investment

One Price. One Team.
Your Whole Ecosystem.

A done-for-you engagement, not a SaaS rental. We design and ship your AI coaching ecosystem in 14 days — the engines that lift conversions, retention, and referrals while cutting your 1:1 hours. You own the code, the data, the brand. Full stop.

  • Branded Web Ecosystem (your.domain)
  • 2 Niche AI Tools (your IP)
  • Conversion Engine (built-in funnels + nurture)
  • Retention Engine (streaks, pods, L1–L5)
  • Referral Engine (affiliate auto-payouts)
  • AI Tutor (24/7 — kills your DM overflow)
  • Live Sessions + 1:1 Booking
  • Razorpay + UPI + GST + EMI
  • Migration from Notion / Telegram / Kajabi
  • 90 Days Post-Launch Care
  • Full Source Code Ownership
  • Analytics + Cohort BI Dashboard

// Phase-2 add-ons: Native iOS app · Native Android app · AI Voice Clone · Custom Hackathon Engine

// Starts at
₹1,50,000 +
FIRST MILESTONE PAYMENT
SCOPE-BASED QUOTE FOLLOWS DISCOVERY
  • Discovery + Curriculum Mapping
  • Full Brand + Product Design
  • Web Superapp Build (Day 06–12)
  • Niche AI Trained On Your Material
  • Launch Playbook + Cohort #01 Support
  • EMI Available · GST Invoiced
14-Day Delivery Guarantee
  • Day 14 launch or your first milestone (₹1,50,000) is refunded — full stop.
  • Source code held in escrow from Day 06. You get the keys at handoff.
  • GST invoiced (IRN-compliant). EMI available via Razorpay.
  • 90 days of post-launch care included — bug fixes, AI retraining, one feature iteration.
Generate My Custom Blueprint
// 60 SEC · 5 QUESTIONS · ₹0 · ZERO SPAM
Phase-2 Add-Ons · Optional

When cohort #01 proves the model, stack on top.

Native apps, voice clones, hackathon engines — bolt-ons that compound the ecosystem once your web build is live and earning. Indicative pricing; final scope follows the same discovery-then-quote model.

Native iOS App
from ₹2,00,000
Phase-2 · 12 weeks post-launch

Branded native iOS build, App Store submission, push, deeplinks. Your icon on the home screen.

Native Android App
from ₹2,00,000
Phase-2 · 12 weeks post-launch

Play Console delivery, branded splash, Material 3, in-app updates. Phone-first audience converted.

AI Voice Clone
from ₹1,00,000
Phase-2 · Add-on

Your AI tutor speaks in your voice — fully consented, on/off per student. Doubles perceived presence.

Hackathon Engine
from ₹50,000
Phase-2 · Add-on

In-app 48-hour build sprints with leaderboards, prizes, auto-judging. The testimonial supply chain.

Questions

The Ones We Actually Get Asked.

If your question isn't here, the strategy call is a much faster path than email.

Why ₹1,50,000? What does it cover?— CLOSE
It's the first milestone for an engagement that typically lands between ₹4–12 Lakhs depending on scope. The initial 1.5L kicks off discovery, brand work, and the foundation build. We give you a full scope-based quote after the discovery call — no surprises.
How is this different from Kajabi or Teachable?+ OPEN
Kajabi and Teachable are content storage. We build you an AI ecosystem: a conversion engine that fills your cohort, a retention engine that finishes it, a referral engine that fills the next one, and a niche AI tutor that handles 80% of your DM-overflow. Different category. You own it end-to-end — code, data, brand. No per-student platform tax.
I already have a course on Kajabi or Notion. Can you migrate?+ OPEN
Yes — migration is part of the build. We move your videos, students, payment history, and community over. Your existing students get an invite to the new app once it's ready.
What does "niche AI" actually mean? Just ChatGPT in a box?+ OPEN
No. We train models on your course material, your scripts, your transcripts, and your methodology — then ground responses with citations to your content. A fitness coach gets a macro tracker; a sales coach gets an AI buyer roleplay. Generic AI doesn't do this.
Do you work with coaches outside India?+ OPEN
Yes. Our pricing is in INR but we've shipped apps for coaches in the US, UK, Singapore, and the UAE. Multi-currency payments are standard.
What happens after launch?+ OPEN
3 months of launch support is included. After that, you can extend with a care plan (AI retraining, feature additions, infra) or take everything in-house — your team gets the source code either way.
How long does a build take?+ OPEN
14 days from kick-off to launch. Day 1–2 is discovery, Day 3–5 design sign-off, Day 6–12 build + AI training + integration, Day 13–14 launch + handoff. We can hold this pace because our stack is opinionated and our process is rehearsed across 40+ coach builds.
Can I add features after launch?+ OPEN
Yes — that's exactly what the care plan is for. Most coaches add 1–2 new AI tools or features each quarter as their cohort feedback comes in.
One Last Thing

Stop Trading Time For Cohorts.
Start Building An AI Ecosystem.

Every day you keep doing 1:1 calls and webinars to fill cohort #5, a competitor with an AI ecosystem is closing cohort #50 — without them. 60 seconds. 5 questions. Custom blueprint. ₹0. No commitment. Just clarity.

Generate My Custom BlueprintSee Case Files
14-Day Delivery Guarantee · Day 14 launch or first milestone (₹1,50,000) refunded · Source code in escrow · GST invoiced
// STARTS AT ₹1,50,000 · TYPICAL BUILD ₹4—12L · 14 DAYS · 04 SLOTS LEFT
// 60 sec · ₹0Free custom blueprint
Generate