For advisers and wealth firms
Apply for early access
We are opening VestBook to a small number of firms first. Here is how it works:
- Apply. Tell us about your firm below. It takes two minutes.
- We check and call. We confirm your registration on the public SEBI or AMFI lists, then arrange a short call.
- Agree and pilot. We sign a data agreement with you, then start with a few client families. Clients always give their own consent and can withdraw it.