Investment Adviser CRMLive
Every goal, scored like a run-chase.
Goals, net worth and protection in one place. One question for adviser and client alike: are we on track?
Everyone understands a chase.
A target. Months left. The SIP today, and the SIP the goal needs. One look says on track or behind.
What it does
- Live
Goal scorecard
Current vs required SIP, months left, on track or behind.
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Three-step goal changes
Adviser proposes, manager approves, client accepts. All logged.
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The whole family’s picture
Net worth and a FinFit protection score for the household.
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From notes to reports
Weekly notes roll into a monthly progress report, tracked to approval.
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Your firm’s structure
Six levels, by area and branch, with per-person permissions.
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A client app
Clients see their goals and approve changes.
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Client data rights
Download, correction, consents, a data nominee and closure.
- Pilot
Agreement e-sign
With Aadhaar OTP.
- In testing
Account Aggregator
Holdings fetched through CAMS Finserv, with the client’s consent.
Built for India’s privacy law
Built around the Digital Personal Data Protection Act, 2023:
- Notices in English, Hindi and Telugu
- Consent records, data download and correction
- A data nominee, and only a parent can consent for a child
- A breach register with CERT-In and Data Protection Board timelines
Records are kept for seven years, in line with SEBI rules.
Works with or without DigiKYC
Clients from DigiKYC arrive already onboarded. Firms that onboard another way can use it on its own.
See it with your own cases.
Tell us how your week runs today. We’ll show you the same week on Fintecindia.
Hyderabad, Telangana 500089 ·Open in maps