Now open to SEBI-registered firms.

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Trust, built into the software.

A regulator’s question rarely arrives at a convenient time.

When it comes, answer from the system. Not from memory or old email threads.

Investment Adviser CRM: a goal change proposed by the adviser, approved by a manager and accepted by the client
Illustrative client · demo data

In place today

Access

  • Invite-only, with no public sign-up.
  • Staff see only their clients; clients only their own data.
  • Deactivated accounts are refused at once.

Consent

  • Clients approve each identity check with a one-time code.
  • Consent records are kept.
  • Only a parent can consent for a child.

Records

  • Goal changes need a manager and the client.
  • Onboarding needs a second person’s approval.
  • The research audit log can’t be edited.

Identity and signatures

  • Aadhaar eSign on research reports.
  • Full Aadhaar numbers are never stored.
  • One-time codes are stored hashed.

Data rights (DPDP Act, 2023)

  • Download, correction, a data nominee and account closure.
  • Notices in English, Hindi and Telugu.
  • A named Grievance and Data Protection Officer.
  • A breach register with CERT-In and DPB timelines.

Infrastructure

  • HTTPS everywhere.
  • Pages cannot be embedded in other websites.
  • Secret keys live only on the server.

Found a security issue?

Write to reach@sampadha.com. We read every report and will reply.

Email a report

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