India's first Wealth CRM · for financial advisors

The CRM that knows your clients' entire wealth.

Run your advisory practice from lead to deal to lifelong client — and manage every asset, policy, loan and goal your client families have, in one workspace.

Book a WealthCRM demo See all modules

Sales pipelineOctober · All advisors

Sample data+ New lead

New lead24

Rohan Kapoor

Referral · SIP + term plan

Neha Iyer

Website · Retirement planning

Meeting scheduled11

Gupta family

Thu, 4:30 pm · Portfolio review

Arjun Menon

Fri, 11:00 am · Health cover

Proposal sent7

S. Banerjee

₹25,000/mo SIP · 3 funds

Won → Client5

Patel family

Onboarded · 4 members

Everything in one workspace

Explore what WealthCRM does.

Click a module to see how it works.

Lead → Deal

Never lose a prospect between meetings.

Capture every lead, schedule follow-ups and move deals through stages you define — until a prospect becomes a client.

Custom pipeline stages Follow-up tasks & reminders Lead source tracking Advisor-wise targets

Today’s follow-upsSample data

Rohan KapoorCall · SIP proposal10:30 am

Gupta familyMeeting · Review4:30 pm

Neha IyerEmail · Retirement plan6:00 pm

Optional add-on

Wealth Management — your clients, in the loop.

Switch it on and every client family gets a secure login to see their own net worth, holdings, insurance and goal progress — updated from the same data you manage in WealthCRM.

Family-level net worth: assets minus liabilities Clients can add assets you don't manage Your brand and logo [confirm white-label] Web and mobile [confirm Android / iOS]

Hello, Anita[ADVISOR LOGO]

Family net worth

₹3.42 Cr

▲ ₹6.1 L this quarter

Mutual funds

₹1.64 Cr

FDs & PPF

₹58 L

Real estate

₹1.6 Cr

Loans

−₹56 L

Retirement goal38%

Health policy renews on 14 Nov

Who it's for

Made for every kind of advisory practice.

Independent advisors (IFAs)

Run a one-person practice like a firm — leads, clients and reviews in one place.

Mutual fund distributors

SIP books, AUM, folios and transactions, organised family-wise.

Insurance advisors

Life, term, health and general policies with renewal and claim tracking.

Wealth management firms

Teams, branches and RMs with roles, permissions and firm-wide reports.

Plans

Simple plans that grow with your practice.

Starter For solo advisors getting organised. Contact sales Up to [XX] clients · Pipeline · Client 360° · Asset tracking Get started

ProfessionalMost popular For growing practices and small teams. Contact sales Everything in Starter · Insurance & liabilities · Goal planning · Reports Book a demo

Enterprise For firms, branches and large networks. Custom Everything in Professional · Wealth Management · Agent CRM bundle · Dedicated support Contact sales

Recruiting advisors too?

Pair WealthCRM with Agent CRM — new advisors move straight from recruitment into their own WealthCRM workspace.

Explore Agent CRM →