CRM for SEBI Research Analysts and Investment AdvisersFinuro is a CRM built for SEBI-registered research analysts and investment advisers. Import your leads, segment clients, check KYC and send e-sign links from the client record, and handle email, WhatsApp and Telegram conversations in one inbox.  CRM What makes Finuro a CRM for SEBI RAs and IAs?A general CRM tracks deals. Finuro also handles the KYC, agreements and records a regulated adviser needs. Lead importImport leads and existing clients from a spreadsheet, with a preview of each row before it is saved. Segments and templatesGroup clients into segments and reuse message templates for follow-ups and announcements. One inboxRead and reply to email, WhatsApp and Telegram conversations from one place. KYC and e-sign from the CRMCheck a lead's KYC and send an e-sign link straight from their record. WHY IT MATTERS Why do SEBI-registered advisers need their own CRM?General CRMs need heavy customising before they handle KYC, agreements and research delivery. Built around regulationOnboarding, risk profiling and records are part of the CRM, not add-ons. All conversations togetherEmail, WhatsApp and Telegram messages are on the client record, not spread across phones. Leads to clients fasterKYC checks and e-sign links go out from the same screen as your follow-ups. One system to run the practiceResearch delivery, billing and courses connect to the same client record. From lead to client in FinuroStep 1 Bring in leadsImport a sheet of leads or capture them from your portal. Step 2 Follow upSegment leads and follow up by email, WhatsApp or Telegram from one inbox. Step 3 OnboardCheck KYC and send the agreement for e-sign from the lead's record. Step 4 Serve and retainDeliver research, manage the subscription and keep every record in one place. |
Who is Finuro's CRM for?
Finuro's CRM is for SEBI-registered research analysts, investment advisers and research firms that need more than a contact list: leads that turn into KYC-verified clients, conversations across WhatsApp, Telegram and email, and records an auditor can follow. Teams can share it with roles and permissions.
Why a general CRM falls short for regulated advisers
Tools like Zoho or HubSpot track deals well, but KYC checks, MITC e-sign, risk profiles, recommendation delivery and five-year records aren't part of them. Adding those means integrations and custom fields that someone has to maintain. In Finuro they are part of the client record from the start.
How the CRM works
Leads and import
Import leads and existing clients from a spreadsheet, preview each row before it is saved, and use quick filters to find who needs follow-up. Export the customer list, the current page, a filtered view or everyone, with name, email, phone, date of birth, KYC status, KYC and e-sign document links, subscription name and expiry.
Segments and message templates
Group clients into segments and send them broadcasts. Message templates per channel support variables for lead, firm and global details and conditional blocks, so follow-ups stay personal without retyping.
Unified inbox
WhatsApp and Telegram group messages and email conversations appear in one communication inbox with message logs and replies.
KYC and e-sign from the record
Check a lead's KYC and send an e-sign link from their record. Bulk-download a month of KYC and MITC e-sign documents when an audit needs them.
A full client view
Each client record shows communication, portfolio, holdings, orders, model portfolios and a performance chart, next to their subscriptions and onboarding documents.
Hindi when you need it
Text fields include AI translation between English and Hindi, so you can reach clients in the language they prefer.
Finuro compared with a general CRM
| Need | General CRM | Finuro |
|---|---|---|
| KYC with the KRA | Integration needed | Built in |
| MITC and agreement e-sign | Separate e-sign tool | Built in |
| Recommendation delivery | Not available | Email, WhatsApp and Telegram |
| Subscriptions and GST invoices | Separate billing tool | Built in |
| SEBI audit trail | Custom setup | Built in |
Common use cases
Following up on webinar leads
Import the sign-up sheet, segment attendees, and send a templated WhatsApp follow-up with their name and the plan they asked about.
Preparing for an audit
Export the client list with KYC status and document links, and bulk-download the month's KYC and e-sign documents.
Related Finuro features
- e-KYC and e-sign onboarding: turn leads into verified clients
- Team roles and permissions: share the CRM with your team
- Recommendation engine: deliver research to segments
- SEBI record keeping: the audit trail behind the CRM
Frequently asked questionsCommon questions about crm in Finuro. Built for SEBI RAs and IAs Run your practice from one CRMLeads, onboarding, conversations and records in one place, built for SEBI RAs and IAs. |
Book a Demo
See how Finuro handles onboarding, recommendations, model portfolios, and billing for your advisory firm. Tell us a little about your practice and we'll walk you through the platform on a live call.