Now open to SEBI-registered firms.
Book a walkthroughFor SEBI-registered investment advisers and research analysts
Made for Sampadha’s own advisers first. Now open to registered firms across India.
Onboarding on the client’s phone. No paper chase.
digikyc.fintecindia.comEvery goal scored. Every review ends in a report.
moneyanam.fintecindia.comSigned before it’s sent. On the record after.
racrm.fintecindia.comA new client says yes.
Their PAN is a blurry WhatsApp photo, and the risk profile is still unsigned.
Their goals live in one adviser’s spreadsheet, and every review is rebuilt by hand.
Research goes out as a PDF. Was it signed? Who got it?
And the regulator asks: can you show us?
Everything we tried was built for brokers or spreadsheets. Not for the conversation at the table. So we built our own, one real problem at a time.
Onboard
Onboarding on the client’s phone. No paper chase.
Advise
Every goal scored. Every review ends in a report.
Research
Signed before it’s sent. On the record after.
DigiKYC, our onboarding CRM. Enough on its own if onboarding is all you need.
The Investment Adviser CRM. Works alone. With DigiKYC, approved clients move straight in.
The Research Analyst CRM. Stands on its own, for firms that publish research.
Meet Ravi. (Ravi is an illustrative client, not a real person.)
Moment 01 · Onboarding · DigiKYC
Ravi confirms eight short sections on his phone and approves each PAN check with a WhatsApp code. Then a second person at the firm approves the file.
Moment 02 · Planning and review · Investment Adviser CRM
Each goal shows the target, the months left, today’s SIP and the SIP it needs. A change needs the adviser, a manager and Ravi.
Moment 03 · Research · Research Analyst CRM
The analyst signs each report with Aadhaar eSign; an unsigned report can’t be sent. It reaches only clients whose plan covers that segment.
Illustrative screens
The controls live inside the software, not in a binder on a shelf.
Advisers see only their clients, and clients only their own data. The database enforces it.
Whoever onboards a client can’t approve them. Goal changes need a manager and the client.
Actions are logged. In the Research Analyst CRM, the audit log can’t be edited or deleted.
Research reports carry an Aadhaar eSign before they can be delivered.
Clients approve each identity check with a one-time code. One code, one check.
The Investment Adviser CRM is built around the DPDP Act, 2023: notices in three languages, data rights, a data nominee and a breach register.
No overselling. Every feature carries its real status.
A call with people who have run this workflow in a real practice. Bring your hardest onboarding case.
We agree on what your practice needs and what’s ready today, and we set up your firm.
Your team moves over, and we stay close while it settles in.
Founder
Certified Financial Planner · 15+ years in financial services
He founded Sampadha, the practice Fintecindia’s platforms were first built for.
No. Fintecindia is a technology company. The registered adviser or research analyst who uses our software stays responsible for their advice and research.
SEBI-registered investment advisers and research analysts, and the people who work with them: operations, sales and compliance teams.
Yes. Each platform works on its own: if onboarding is all you need, DigiKYC is enough. DigiKYC and the Investment Adviser CRM are also linked, so when you use both, a client approved in DigiKYC moves straight into the CRM.
Privacy notices and consent text in the Investment Adviser CRM are available in English, Hindi and Telugu. App screens are in English today.
Pricing depends on your team size and the platforms you choose. We share it after a walkthrough.
It is in testing with CAMS Finserv. We will switch it on in production once the approvals and agreements are in place.
Tell us how your week runs today. We’ll show you the same week on Fintecindia.
Hyderabad, Telangana 500089 ·Open in maps