Cora stands for Co-founder for Operations, Revenue & Automation. It is the autonomous AI operating system for professional service businesses, creative studios, and agencies that runs proposals, SHA-256 contracts, 18% GST invoices, crew dispatch, and client delivery on autopilot.

How does Cora compare to HoneyBook and Studio Ninja?

Unlike HoneyBook and Studio Ninja, Cora features native 18% CGST/SGST/IGST tax calculation, WhatsApp dispatch automation, autonomous AI voice-to-scope drafting, and saves creative businesses over ₹57,000 to ₹4.5 Lakhs annually.

Are digital signatures in Cora legally binding in India and the US?

Yes, Cora's E-Signature Vault generates cryptographic SHA-256 audit stamps including signer IP address, timestamp, and device fingerprint, compliant with Section 65B of the Indian Information Technology Act 2000 and the US ESIGN Act.

Legal & FinancePre-Seeded Turnkey WorkspaceSAC 997159 • 18% GST

Financial Advisors Operating System

Client management and compliance platform for SEBI-registered investment advisors (RIAs), wealth managers, and corporate financial planners. Coordinate digital risk profiling, quarterly fee billing, and portfolio reviews.

₹5L+ Avg

Advisory retainer size supported

100%

Digital risk-profiling compliance

SEBI-Ready

Complete immutable audit trails

Launch Free Financial Advisors Workspace Interactive Demo

Tailored Capabilities

Engineered specifically for financial advisors

Eliminate operational friction with specialized workflows designed for your exact business model.

Risk Profiler

SEBI-Aligned Risk Profiler

Interactive client intake questionnaire that scores risk tolerance and executes investment advisory mandates.

Turnkey in Free Tier

Wealth Retainers

Quarterly Advisory Retainers

Automate quarterly fee invoices under SAC 997159 with clear GST tax math and payment links.

Turnkey in Free Tier

Wealth Vault

HNW Client Depository

Isolated client vaults for portfolio rebalancing notes, wealth statements, and tax-loss harvesting reports.

Turnkey in Free Tier

Pre-Seeded Legal Contracts (IT Act 2000)

Legally binding digital contracts with SHA-256 cryptographic verification

Investment Advisory Agreement (SEBI RIA Aligned)Includes Section 10A electronic signature validity, IP logging, and timestamping

Client Risk Profile & Asset Allocation MandateIncludes Section 10A electronic signature validity, IP logging, and timestamping

Wealth Management Quarterly Retainer ContractIncludes Section 10A electronic signature validity, IP logging, and timestamping

Confidential Financial Disclosure & NDAIncludes Section 10A electronic signature validity, IP logging, and timestamping

Pre-Configured GST SAC Tax Engine

Automated CGST/SGST tax math and dynamic UPI QR code collections

Tax Classification:SAC 997159 • 18% GST

Sample Automated Retainer Calculation:

Wealth Advisory Fee: 1.00% AUM billed quarterly in advance: ₹1,25,000/qtr + 18% GST. Includes semi-annual rebalancing and tax-loss harvesting.

E-Sign Vault

High-Net-Worth CRM

Advisory Invoicing

Data Isolation

Execution Flow

How your workspace runs on autopilot

From initial client inquiry to final payment and review collection in 4 simple steps.

Risk Assessment Intake

Client completes digital risk questionnaire determining investment horizon.

Advisory Mandate E-Sign

Client signs SEBI-aligned investment advisory contract with SHA-256 hash.

Quarterly Invoicing

Advisory fee invoice is generated with automated 18% GST tax breakdown.

Portfolio Review Archival

Upload quarterly review notes and allocation decks to client portal.

The Operational Upgrade

Stop stitching together generic software. Cora replaces fragmented tools with a single unified operating system.

The Fragmented Old Way

Paper risk assessment forms that get misplaced before compliance audits
Manual quarterly advisory fee calculation based on varying AUM tiers
Unencrypted email delivery of confidential net-worth statements

The Cora Turnkey Way

Digital risk-profiling questionnaire that calculates investor risk score and stores signed mandate
Automated quarterly advisory retainer invoicing with pre-set percentage and flat fee models
Encrypted client wealth portal with role-based access for HNW clients and family offices

Tools Replaced in your Stack

DocuSign (₹3,500/mo)Typeform (₹2,800/mo)FreshBooks (₹2,400/mo)

Estimated Monthly Savings₹8,700+ / mo

Frequently Asked Questions

Common questions about financial advisors

Yes. You can configure fixed retainer schedules (e.g. ₹50,000/quarter) or custom asset-under-management (AUM) fee calculations with SAC 997159 tax breakdowns.