Trust
Advice your team can explain.
Zyphr is designed for controlled review. It shows the reason, keeps the advisor in charge, and saves the record before a handoff is prepared.
18
review checks
Daily
data refresh
India
data residency
100%
actions recorded
The control points are simple.
The product prepares the review. Your team decides what moves forward.
Checks come first
Suitability, concentration, KYC, lock-ins, and policy checks run before the advisor sees the action.
Advisor approval is required
Nothing is exported or marked complete until someone on your team approves it.
Records stay readable
Each review keeps the reason, note, approver, timestamp, and export state together.
Legal and grievance paths stay visible.
Zyphr MF is software for MFD teams. It helps prepare, check, approve, export, and record. It does not custody assets, handle end-investor money, or place trades.
Client and portfolio data stays in India and is encrypted in transit and at rest. Razorpay handles subscription payments for Zyphr SaaS plans.
For grievance redressal, see our grievance policy or write to grievance@zyphrsystems.com. Investor-facing complaints can also be filed with SEBI SCORES.
Keep the advisor in the loop.
Use Zyphr to make each review clearer, faster, and easier to revisit later.