CRM for India's financial advisors
A single place for SEBI-registered advisors to manage leads, clients, tasks, and compliance — and a verified directory that helps investors find the right advisor.
Track every prospect from intake to active client with tags and segments.
Never miss a renewal, a call-back, or a compliance window.
A public profile with city, language, and fee model — discoverable by investors.
Calls, meetings, and notes captured chronologically per client.