Sanchay CRM for Financial Advisors
Bring all your clients, tasks, and reviews into one simple CRM built for Indian Mutual Fund Distributors, RIAs, PMS and wealth managers
One view
One place for families, clients, and portfolios
tasks
Track tasks, SIPs, renewals, and reviews automatically
process
Stay ready for audits and compliance checks
reports
Measure what you’re managing
Why advisors need a focused CRM?
Many advisors still run their practice on Excel, emails, WhatsApp chats, and scattered portals. This works for a small base, but becomes painful when client numbers, products, and regulations increase.
A focused CRM like Sanchay helps you keep control of data, follow-ups, and compliance without adding more people or more chaos.
What Sanchay CRM does for you?
Sanchay CRM is designed after studying how Indian financial advisors actually work every day.
Organises families and clients
Map families, relationships, products, and portfolios the way you think about them.
Automates daily tasks
Create recurring tasks for SIP reminders, renewals, service tickets, and review meetings.
Captures every interaction
Client Calls log sync, Emails, WhatsApp conversations, and incidental advice in one place.
Supports compliance
Keep KYC, documentation, and process steps ready for internal and regulator audits.
Gives you MIS and control
Get clear dashboards and reports on AUM, activity, and team performance.
Key workflows inside Sanchay CRM
Onboarding new investors
- Checklists for documents, data, and tasks for each new family.
- Track progress so nothing is missed before first investment.
Daily task and service management
- Create and assign tasks, requests, or tickets to team members.
- See who is working on what, and what is pending.
SIP, renewal, and review reminders
- Automatic reminders for SIPs, maturities, renewals, and portfolio reviews.
- Smart schedules so you are not chasing everything last minute.
Incidents, life events and goals
- Record important conversations, life events, and goal changes as “incidents”.
- Use this history to give better, personalised advice.
Referrals and IAP tracking
- Track who referred whom, and how introductions move to clients.
- Plan and record IAP invites, attendance, and follow-through tasks.
Data and integrations
A Right Client Mix helps us upgrade with best practices. Over 50 upgrades already released for our 110+ customers.
portfolio
Bring data from your primary mutual fund platform into Sanchay CRM.
Integrations available:
Investwell
M2M
Advisor Khoj
KFintech
For all others, simple daily import based ready integrations
product
Define what product details you want to see (MF, AIF, PMS, NSE, bonds, insurance, SIP failures, etc.).
Complete Insurance and claims management has been launched.
marketing
Connect with marketing and communication tools to log enquiries and conversations automatically.
Connected with:
Justdial
Website
Built for scale and compliance
Whether you manage ₹100 Cr or ₹1,000 Cr and above, your systems must scale with you. Ugrades are free and we take it as our responsibility to serve the financial advisory community.
Structured workflows so your team follows the same best practices every time.
Logs, documents, and task histories that help you answer any question during audits.
Secure infrastructure, data controls, and masking options to protect client information.
Who is this CRM for?
Mutual fund dustributors
Mutual Fund Distributors who want to move beyond spreadsheets and manual reminders.
ria & wealth managers
RIAs and wealth managers who need visibility on clients, relationships, and reviews across the team.
pms & wealth firms
PMS and wealth firms that want consistent service quality across multiple RMs and locations.
Book a free, 60‑minute online session to see how Sanchay CRM can fit your business.
Clean up your data, and automate your daily work. There is no obligation to buy.
