Financial Advisor CRM for IndiaMost CRMs are built for sales teams in the US. Finuro is a CRM built for financial advisors in India, especially SEBI-registered research analysts and investment advisers: KYC through Indian KRAs, Aadhaar e-sign, WhatsApp and Telegram, Indian payment gateways and GST invoices, with SEBI record keeping built in.  BUILT FOR INDIA What makes Finuro a financial advisor CRM for India?Indian onboarding, payments, channels and regulation, in one CRM. Indian KYCKYC checks with CVL and NDML KRAs and PAN details, inside onboarding. Aadhaar e-signAgreements and MITC e-signed with Aadhaar through Digio or Cashfree. WhatsApp and TelegramTalk to clients and deliver research where Indian investors already are. Indian payments and GSTRazorpay, Cashfree or HDFC, with GST invoices on every payment. WHY IT MATTERS Why not use a global CRM?Global CRMs can be adapted, but every Indian and SEBI requirement becomes a custom project. Less to integrateKYC, e-sign, payments and channels work out of the box. SEBI-ready recordsConsent, recommendations, communication and audit trail are built in. Priced in rupeesPlans in INR for Indian advisory practices; see the pricing section. Built for advisory workResearch delivery, model portfolios and paid channels, not only deals. Getting startedStep 1 Set up your firmAdd your brand, SEBI details and payment gateway. Step 2 Import clientsBring in leads and existing clients from a spreadsheet. Step 3 Turn on onboardingKYC, e-sign, risk profiling and payment in one flow. Step 4 Serve and growDeliver research or advice, bill fees and track the business. Last updated: 21 October 2026 Who is a financial advisor CRM for?In India, "financial advisor" covers SEBI-registered investment advisers, research analysts who sell research subscriptions, and firms that do both. They share the same problem: client relationships run through WhatsApp, payments through UPI and gateways, and compliance through SEBI's rules, none of which a generic CRM handles out of the box. Finuro is built for SEBI-registered research analysts, investment advisers and advisory firms. What Indian financial advisors need from a CRMIndian onboardingKYC through a KYC Registration Agency, PAN checks and agreements signed with Aadhaar e-sign, not a PDF emailed back and forth. Finuro checks KYC with CVL and NDML KRAs and handles Aadhaar e-sign through Digio or Cashfree, or email OTP. The channels clients useIndian investors are on WhatsApp and Telegram. Finuro delivers research and updates on both, alongside email, and keeps conversations in one inbox with delivery logs. Indian payments and taxPayments through Razorpay, Cashfree or HDFC, recurring payments for renewals, coupons and trials, and GST invoices with your firm's details on every payment. SEBI complianceMITC and agreement consent, risk profiling for investment advisers, timestamped recommendations for research analysts, communication records and an audit trail, all kept for the five years SEBI requires. Finuro compared with global CRMs for Indian advisorsFintech CRM or advisory CRM?Many "fintech CRMs" in India are built for lenders, NBFCs and insurance sales teams, with dialers and loan pipelines. Finuro is different: it is built for advisory and research businesses, so its core is onboarding, research delivery, subscriptions and SEBI records rather than loan workflows. Common use casesA research analyst selling subscriptionsLeads, onboarding, paid Telegram channels, recommendation delivery and renewals in one CRM. An RIA with a growing client bookOnboarding with risk profiling, model portfolios, consultations and fee billing. A firm moving off spreadsheetsImport clients, switch on onboarding and keep every record in one place. Related Finuro features
Frequently asked questionsCommon questions about financial advisor crm in Finuro. Built for SEBI RAs and IAs A CRM that already speaks Indian advisoryKRA KYC, Aadhaar e-sign, WhatsApp, Indian payments and SEBI records, ready on day one.  |
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