About the founder
Built by one advisor-obsessed founder.
Policyflow is a solo project by a founder from IIT Bombay, built shoulder-to-shoulder with real POSP advisors.
Aditya KhandegarFounder · IIT Bombay
Get in touchThe story
Why this exists.
The problem
A POSP advisor's book lives in three places at once: WhatsApp threads, Gmail attachments and a spreadsheet that is always a version behind. Renewals slip and short commissions go unnoticed, not through carelessness, but because nothing holds the whole picture.
Why Policyflow exists
One living register, always current and reconciled to the rupee, so a practice runs from a single page instead of five.
How I think about trust
Client data is encrypted, used only to run your practice, never sold, and deleted on request. The specifics are on the security page rather than buried in a footer.
Get in touch
Policyflow is in early access. Reach out to build the advisor OS with me.