Vittedge Technologies
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NEWIndia's first Wealth CRM for financial distributors

From first lead to lifelong wealth — one CRM for India's advisors.

Vittedge builds the software India's financial distribution runs on. WealthCRM runs your sales and your clients' complete wealth — mutual funds, FDs, PPF, insurance, liabilities and goals. Agent CRM helps brokers recruit and grow their advisor network.

Built for MFDs, IFAs & insurance advisors Made in India Data hosted in India
WWealthCRM/ Advisor dashboard
Sample data
Total AUM
₹48.6 Cr
▲ 2.4% this month
SIP book
₹38.2 L
per month · 1,284 SIPs
Renewals due
12
this week
Client assets by classAll families
Equity MF 44% Debt MF 18% FD / RD 13% PPF / EPF / NPS 10% Gold 9% Other 6%
Sales pipeline
Leads
24
Meetings
11
Proposals
7
Won
5
Term plan renewal
Sharma family · due in 3 days
Our products

Two products. One connected distribution business.

Whether you advise families or build a network of advisors, Vittedge gives you the system to run it.

WealthCRM · for financial advisors

Manage sales and every rupee of your clients' wealth.

Take a prospect from lead to deal to client — then manage their mutual funds, FDs, PPF, insurance, liabilities and financial goals in one place.

Lead-to-deal pipeline Client & family 360° MF, FD, PPF, NPS & more Life, term & general insurance Liabilities & net worth Goal-based planning
Explore WealthCRM →
AM
Mehra family
4 members · Client since 2019
Net worth
₹3.42 Cr
Assets
₹3.98 Cr
MF · FD · PPF · Real estate
Liabilities
₹56 L
Home loan · Car loan
Insurance cover
₹2.5 Cr
Term · Health · Motor
Goals on track
3 of 4
Optional add-on Wealth Management — let your clients log in and track their own family's wealth, insurance and goals, under your brand. See how it works →
Complete coverage

Every asset your client owns. One view.

Not just mutual funds. Track the whole household balance sheet — investments, insurance and loans — so every review is a complete one.

Investments Mutual Funds Holdings, SIP, STP & SWP tracking across AMCs.
Investments Direct Equity Stocks across demat accounts in one view.
Investments Fixed & Recurring Deposits Maturity dates, interest and auto-reminders.
Investments PPF, EPF & NPS Long-term retirement savings, year by year.
Investments Small savings schemes SCSS, Sukanya Samriddhi, NSC, KVP and more.
Investments Bonds & NCDs Coupons, maturities and credit ratings.
Investments Gold & SGBs Physical, digital and sovereign gold bonds.
Investments Real estate Property values and rental income.
Insurance Term life Cover, nominees and premium due dates.
Insurance Life, ULIP & endowment Policy values, bonuses and maturity.
Insurance Health insurance Family floaters, top-ups and claims.
Insurance General insurance Motor, home and travel renewals.
Liabilities Home loans Outstanding, EMI and prepayment planning.
Liabilities Vehicle & personal loans Track every EMI against cash flow.
Liabilities Credit cards Outstanding dues within the net-worth view.
Investments Alternatives PMS, AIFs and other products you distribute.
How advisors use WealthCRM

Lead → Deal → Client → Lifelong relationship.

01 Capture leads Bring in prospects from referrals, events, your website and campaigns into one pipeline.
02 Follow up & close Tasks, reminders and meeting notes keep every deal moving. WhatsApp / email integrations
03 Onboard the family Add family members, their assets, policies and loans to build a true household picture.
04 Grow the relationship Goal reviews, renewal alerts and cross-sell opportunities, surfaced automatically.
Child's higher educationTarget 2034
62% funded₹31 L of ₹50 L
Retirement corpusTarget 2048
38% funded · SIP top-up suggested₹1.9 Cr of ₹5 Cr
Home down paymentTarget 2029
81% funded₹24 L of ₹30 L
Goal-based financial planning

Plan around what your clients actually want.

Map each family's holdings to their life goals — education, retirement, a home — and see instantly what's on track and what needs a nudge.

Link SIPs, FDs and PPF directly to goals Shortfall alerts with suggested top-ups Review-ready reports for client meetings
Agent CRM

Your distribution grows as fast as you can recruit.

For brokers building a network of sub-brokers and advisors: one place to source candidates, verify documents, track certification and activate them — with every level of your hierarchy visible.

Source
Capture candidates from referrals, job portals and campaigns.
Verify
Collect PAN, Aadhaar, bank and education documents digitally.
Certify
Track NISM / IRDAI exam dates, results and licence renewals.
Activate
Move ready advisors straight into WealthCRM, no re-entry.
Why Vittedge

A product company, built only for financial distribution.

Built for India PPF, NPS, SCSS, ARN codes, broker hierarchies — Indian workflows out of the box.
One connected system Agent CRM, WealthCRM and the client portal share one login and one database.
Secure by design Encryption, role-based access and audit trails. [Add certifications, e.g. ISO 27001]
Grows with you From a solo IFA to a national network of thousands of agents.
[XX]+
Advisors & distributors
₹[XX] Cr
Client assets tracked
[XX] L+
Families managed
[XX]
Cities across India
Customer stories

What advisors say about Vittedge.

“[Real customer quote about WealthCRM — 2 to 3 sentences.]”
[Customer name][Designation, firm, city]
“[Real customer quote about Agent CRM — 2 to 3 sentences.]”
[Customer name][Designation, firm, city]
“[Real customer quote about the Wealth Management — 2 to 3 sentences.]”
[Customer name][Designation, firm, city]
FAQ

Questions, answered.

Vittedge Technologies is a product company building software for India’s financial distribution industry. WealthCRM helps financial advisors manage sales and their clients’ complete wealth; Agent CRM helps brokers recruit and manage sub-brokers and advisors.
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See Vittedge on your own book of business.

A 30-minute walkthrough, tailored to your practice — advisor, MFD, insurance agency or broker network.