Wealth Management CRM | MFD, IFA te Advisors layi

Wealth Managers, Mutual Fund Distributors & Advisors layi CRM

Har client, family, KYC document, SIP te renewal ikk jagah. Sukam CRM naal MFDs, IFAs, insurance advisors te broking firms clients nu time te service dinde han, AUM vadhaunde han te client relationship firm kol rehnda hai, kise ikk RM kol nahi.

Family-wise viewSIP & renewal remindersAdvice calls record

Advisors apne purane clients kyon gavaunde han

Wealth management vich client sirf returns karan nahi jaande. Oh odon jaande han jadon review miss ho jaave, request late hove, ja oh RM hi chhad jaave jo onna nu jaanda si.

✕ Ajj ki hunda hai✓ Sukam CRM naal

Client details (jiven Excel sheet, phone contacts, CAMS/KFintech statement te purani email) khilriyan rehndiyan ne—client call kare tan RM nu family da portfolio labhan vich time lagda hai te client naraz hunda hai.

Har client te family di ikk CRM profile hundi hai; click-to-call, call recording, notes te documents usse profile te save hunde ne.

SIP endings, FD maturities te insurance premium dues (jiven CAMS/KFintech statement ya diary vich likhi date) miss ho jande ne—paisa savings account vich pya rehnda hai ya policy lapse ho jandi hai.

SIP, maturity te premium dates layi RM nu reminder te task milda hai, te client nu WhatsApp/SMS te reminder apne aap chala janda hai.

KYC te documents (jiven PAN, Aadhaar, cancelled cheque ya nominee form) layi WhatsApp te vaar vaar message karna painda hai—file adhuri rehndi hai te investment date nikal jandi hai.

Har client layi document checklist status naal dikhdi hai, te pending documents layi auto-WhatsApp reminder chala janda hai.

Jadon RM job chhadda hai, client history (jiven personal WhatsApp chats, phone contacts te diary notes) usde naal chali jandi hai—kayi vaar clients vi competitor firm vich shift ho jande ne.

Saariyan calls, recordings, notes te tasks firm de CRM vich rehnde ne; role-based access naal nawa RM pura record turant vekh lainda hai.

Call te diti advice da koi record nahi hunda (jiven RM de personal mobile ton call ya zubani ‘fund switch karo’ suggestion)—baad vich loss hove tan client dispute karda hai.

Sukam Cloud IVR naal har call record hundi hai, te Saaransh AI call summary advice notes naal client record te save ho janda hai.

Nomination, redemption ya address change varge service requests (jiven client di WhatsApp request ya RM de notebook vich entry) latak jande ne—paisa time te nahi milda te client gusse vich hunda hai.

Har request da Ticket owner te SLA naal banda hai; der hon te alert jaanda hai te pending Tickets Dashboard te dikhde ne.

Wealth Management layi Sukam CRM kiven kamm karda hai

Pehli meeting ton lambe relationship tak, ikk simple client lifecycle.

Onboard

KYC checklist te risk profile notes naal prospect nu client banao.

Family map

Family members nu ikk household view vich, saariyan holdings naal.

Review

Periodic reviews schedule karo. Calls record karo te advice notes save karo.

Reminder

SIP endings, maturities, premium dues, birthdays te anniversaries.

Grow

Targeted campaigns naal insurance, FDs te bonds cross-sell karo.

Wealth & Investment Firms layi CRM Features

Mutual fund distributors, insurance advisors, broking firms te family offices layi.

Client & Family Profiles

Family layi ikk household view: members, goals, holdings te history.

KYC & Document Management

PAN, Aadhaar, bank proof te forms di checklist, pending status te expiry naal.

SIP, Maturity & Premium Reminders

Kade vi SIP ending, FD maturity ja policy renewal miss nahi hovega. RM te client dohan nu reminders.

RM & Team Management

Clients RMs nu assign karo, meetings, calls te tasks track karo, te je koi chhad jaave tan safely reassign karo.

Recorded Advice Calls

Sukam Cloud IVR ja mobile ton calls record hundiyan te notes naal client record te save hundiyan han.

WhatsApp & Email Updates

Portfolio updates, NFO jaankari, tyohaar diyan wishes te reminders bulk vich bhejo.

Sub-broker & Agent Network

Sub-brokers te agents manage karo, onna de clients, business te payouts track karo.

Client Service Requests

Nomination, address change, redemption te transfer requests SLA wale tickets vajon.

Apna client te portfolio data Excel ja back-office reports ton import karo, official API raahin WhatsApp campaigns chalao, te RM calls te Saaransh AI Business Insights lao taan jo managers nu pata lagge kehde clients nu dhyan di lod hai, bina recordings sune.

Tuhadi Advisory Firm layi ki badalda hai

CRM ton binaAjj ki hunda hai

Client data Excel te personal phones vich rehnda hai.
Review odon hi hunda hai jadon client aap call kare.
Renewals te SIP endings da pata der naal lagda hai.
RM chhadda hai te relationships vi naal chale jande ne.
Service requests WhatsApp te track hunde ne.

Sukam CRM naalKi badlega

Har client te family di ikk hi profile hundi hai.
Periodic reviews apne aap schedule ho jande ne.
Har due date ton pehlan reminder milda hai.
Client history firm kol hi rehndi hai.
Har request closure tak track hundi hai.

25+ Integrations to the tools you already use

Sukam CRM connects with the lead portals, WhatsApp, cloud telephony, email, accounting and automation tools Indian businesses run on. Leads, calls and invoices sync automatically, so your team works from one screen.

Lead portals

WhatsApp & social

Cloud telephony

Accounting

Automation

Wealth Management CRM: Aam Puchhe Jaan Wale Sawaal

Wealth management layi CRM ki kamm karda hai?

Eh har client, family, document, interaction te reminder nu ikk system vich rakhda hai, taan jo advisors time te review karan, koi renewal miss na hove te poori history firm kol rahe.

Ki asi clients nu family de hisaab naal group kar sakde haan?

Haan. Family members nu onna di details, holdings te interactions naal ikk household view vich group kitta ja sakda hai.

Ki Sukam CRM SIP endings te policy renewals da reminder de sakda hai?

Haan. SIP endings, FD maturities, premium due dates, birthdays te anniversaries layi reminders set kar sakde ho, RMs te clients dohan layi.

Ki asi apna purana client data import kar sakde haan?

Haan. Client lists te portfolio data Excel ja tuhade back-office software diyan reports ton import ho sakda hai.

Ki advisor calls record hundiyan han?

Haan. Sukam Cloud IVR ja Mobile App For Telecaller raahin calls record hundiyan han te notes naal client record te save hundiyan han.

Ki client da data secure hai?

Haan. Access role-based hai, har RM nu sirf apne clients dikhde han, te har change log hunda hai.