A dedicated offshore paraplanning and advice-production engine that delivers SOAs, ROAs, modelling and research with accuracy, compliance alignment and predictable turnaround.
Your offshore paraplanners, fully aligned to your licensee standards, templates, workflows and quality expectations.
What We Do
We operate your financial planning production workflows from India, supporting advisers, associate advisers and licensee requirements with structured SOA/ROA preparation, modelling, research and administrative support. Every deliverable follows your licensee templates, your statement guidelines, your compliance framework, and your modelling approach.
The Goal is Simple
speed, clarity, consistency and compliance-aligned advice documents delivered offshore, every day
Why firms choose 10th House
Our approach is to built the backend in a structured way, allowing leadership teams to focus on growth, innovation, and client outcomes. By redesigning how work is executed and governed, we help organisations strengthen delivery while maintaining control and consistency as they scale.
SOA / ROA Preparation
Complete SOA creation using your approved templates
ROA preparation for advice variations
Structuring content precisely as per licensee requirements
Ledger clean up and coding consistency
Ensuring all mandatory disclosures and disclaimers are included
Scenario documentation to match adviser recommendations
Advice narration and rationale drafting in line with your tone
Modelling & Calculations
Superannuation projections
Retirement modelling
Investment return assumptions
Insurance needs analysis
Cash flow modelling
Product comparison tables
Fee comparison calculations
Risk-profile alignment
Product Research & Comparison
Reviewing superannuation funds
Platform and product research as required
Insurance product comparison (TPD, Income Protection, Life)
Managed fund comparison
Investment product summaries
Generating compliant comparison reports
Templates & Licensee Alignment
Using your exact SOA/ROA templates
Ensuring alignment with licensee’s compliance and disclosure standards
Structuring recommendations in line with licensee rules
Applying correct risk disclosures, fee tables, warnings and assumptions
Administrative Support & Advice Process Tasks
Updating CRM and advice workflows
Document collation for SOA preparation
Pre-advice research
Post-advice follow up documentation
Review meeting packs
Annual advice summary preparation
Research file updates
Quality Control & Review Preparation
Checklist driven QC for every SOA/ROA
Formatting, numbering and consistency review
Cross checking modelling inputs vs. adviser notes
Ensuring all compliance sections are addressed
Preparing review packs for advisers before client presentation
HOW WE OPERATE
One integrated operating model between Australia and India.
Our India Australia delivery model is designed for control before scale. We don’t just add people into your business, we design the workflows, standards, and review layers they operate within. From mapping your processes to building SOP led teams and stabilizing delivery, every phase is engineered for compliance, quality, and predictability. The result is seamless execution that feels structured, accountable, and ready to scale.
Consistent advice structure, regardless of adviser availability
Higher modelling accuracy due to checklist-driven inputs
Reduced adviser workload, freeing them for client meetings
Lower cost-to-delivery, allowing firms to increase advice volume sustainably
Better predictability, especially during peak review cycles
Advice businesses don’t scale on volume they scale on judgement. The India Australia corridor supports financial planning firms by taking operational weight off advisers without touching the integrity of advice. Paraplanning, research, modelling, and documentation are handled in a disciplined, regulator-aware environment that respects the seriousness of client outcomes. Efficiency matters, but the real value is calm fewer last-minute fixes, clearer reasoning, and advice that stands up over time. Shaped by a culture that values patience, responsibility, and long-term thinking, this corridor lets advisers spend more time where trust is built: with clients, not paperwork.
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