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Wealth Managers, Mutual Fund Distributors te Advisors layi CRM

Har client, family, nava HNI client, KYC document, SIP te renewal ikk jagah. Sukam Apps CRM poore India diyan wealth management firms, mutual fund distributors, IFAs, insurance agents te CAs di madad karda hai ki oh clients nu time te service den, AUM vadhaun te client da rishta firm naal rakhan, sirf ikk RM naal nahi.

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Family de hisaab naal viewSIP te renewal remindersSalah valiyan calls record
Saade clients

Poore India vich Industry Leaders da bharosa

Tezi naal vadhde local business ton lai ke national brands tak, manufacturing, education, immigration, healthcare te finance diyan teams apni sales Sukam Apps te chalaundiyan han.

Problem

Advisors apne hi clients kyon gava dende ne

Wealth management vich client sirf return karke nahi janda. Oh udon janda hai jadon review chhut jaave, kamm vich der hove, ja ohnu jaanan vala RM chala jaave.

✕ Hune kiven hunda hai✓ Sukam Apps CRM naal
Client di jaankari khilri rehndi hai (jiven Excel, phone contacts, CAMS/KFintech statements te purane email). Client call kare taan RM nu family portfolio labhna painda hai te client nu lagda hai ki ohnu koi nahi vekh reha.
Sukam Apps CRM har client te family di ikk profile rakhda hai, click-to-call, call recording, notes te documents sabh ikk jagah.
SIP khatam hona, FD maturity te premium di date (jiven CAMS/KFintech statement ja diary vich) chhut jandi hai. Paisa savings account vich peya rehnda hai ja policy band ho jandi hai.
Har SIP, maturity te premium date te RM nu reminder te task milda hai, te client nu WhatsApp/SMS te apne-aap reminder janda hai.
KYC te documents (jiven PAN, Aadhaar, cancelled cheque ja nominee form) layi vaar-vaar WhatsApp te pichhe pena painda hai. File adhoori rehndi hai te invest karan di date langh jandi hai.
Document checklist har client da status dikhaundi hai, te pending documents layi WhatsApp message apne-aap jande ne.
RM naukri chhadde taan client di history vi chali jandi hai (jiven personal WhatsApp chats, phone contacts te diary). Te kayi vaari client vi ohde naal dooji firm vich chala janda hai.
Saariyan calls, recordings, notes te tasks firm de CRM vich rehnde ne, te nave RM nu role de hisaab naal poora record turant dikhda hai.
Call te ditti salah da koi record nahi (jiven RM de personal mobile ton call ja zubaani ‘eh fund badal deo’). Baad vich client da nuksaan hove taan jhagda hunda hai.
Sukam Cloud IVR har call record karda hai, te Saaransh AI da call summary client record te salah de note vang save hunda hai.
Nominee, redemption te address badlan di request (jiven client da WhatsApp message ja RM di diary) vich der hundi hai. Paisa der naal aunda hai te client naraz hunda hai.
Har request ikk ticket bandi hai, zimmevaar te time-limit naal. Der hon te alert aunda hai te pending tickets dashboard te dikhde ne.
Kiven kamm karda hai

Wealth Management layi Sukam Apps CRM kiven kamm karda hai

Pehli meeting ton lambe rishte tak, client da saukha safar.

Shuruaat

KYC checklist te risk profile notes naal nave customer nu pakka client banao.

Family jodo

Family de saare members nu ohna diyan holdings naal ikk ghar de view vich rakho.

Review

Samay-samay te review set karo. Calls record karo te salah de notes save karo.

Reminder

SIP khatam hona, maturity, premium di date, birthday te anniversary.

Vadho

Targeted campaigns naal insurance, FD te bonds vi vecho.

Features

Wealth te Investment Firms layi CRM Features

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

Client te Family Profiles

Poori family da ikk view, members, goals, holdings te history naal.

KYC te Document Management

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

SIP, Maturity te Premium Reminders

SIP khatam hona, FD maturity ja policy renewal kade miss nahi. RM te client dovan nu reminder.

RM te Team Management

Clients nu RMs vich vando, meetings, calls te tasks track karo, te koi chhadde taan safe tareeke naal dooje nu deo.

Salah valiyan Calls Record

Sukam Cloud IVR ja mobile ton kitiyan calls record ho ke notes naal client record te save hundiyan ne.

WhatsApp te Email Updates

Portfolio updates, NFO di jaankari, tyohaar diyan vadhaiyan te reminders ikk saath bhejo.

Sub-broker te Agent Network

Sub-brokers te agents nu ohna de clients, business te payouts de hisaab naal sambhalo.

Client diyan Service Requests

Nominee, address badlauna, redemption te transfer requests, time-limit vale tickets vang.

Apna client te portfolio data Excel ja back-office reports ton import karo, official API naal WhatsApp campaigns chalao, te RM calls te Saaransh AI Business Insights lao, taan jo manager nu bina recording sune pata lagge kis client te dhyaan dena hai.

HNI te nave clients di pipeline

HNI Leads, Follow-ups te Documents ikk jagah track karo

Ikk vadde (HNI) client nu jittan vich kayi meetings, calls te documents lagde ne. Sukam Apps CRM dhyaan rakhda hai ki koi nava client, follow-up ja pending document na chhutte.

HNI Lead Tracking

Har nava client, stage by stage. HNI te family-office leads nu referral ja pehli meeting ton proposal te final haan tak track karo, expected AUM, lead source te RM naal.

Follow-up Reminders te Meeting Notes

Koi vaade vali call miss nahi. Nave clients de follow-up, portfolio review te client birthday de reminders apne-aap, te har client te family naal meeting notes save.

WhatsApp te Document Collection

KYC bina pichhe bhajje. PAN, Aadhaar, bank proof te nominee form WhatsApp te mangvao te vekho har client te family da ki pending hai.

Tally te Accounting Integration

Billing jo client records naal match kare. Sukam Apps CRM nu Tally naal jodo te Tally on Cloud use karo, taan jo fees, invoices te receipts sync rehan, tuhade CA layi tiyaar.

Pehlan te baad

Tuhadi Advisory Firm layi ki badlega

CRM ton binaHune kiven hunda hai

  • Client data Excel te personal phones vich
  • Review udon hi hunda hai jadon client aap call kare
  • Renewal te SIP khatam hona der naal pata lagda hai
  • RM gaya taan client vi gaya
  • Service requests WhatsApp te

Sukam Apps CRM naalKi badlega

  • Har client te family ikk profile vich
  • Review apne-aap schedule
  • Har due date ton pehlan reminder
  • Client di history firm kol rehndi hai
  • Har request band hon tak track
Kaun use karda hai

Wealth Management layi Sukam Apps CRM kaun use karda hai

Wealth Management FirmsMutual Fund Distributors (MFDs)Independent Financial AdvisorsInsurance Advisors te POSPsStock Brokers te Sub-brokersPMS te AIF DistributorsFamily OfficesNRI Investment DesksLoan te Credit AdvisorsBond te FD DistributorsTax te Retirement PlannersChartered Accountants (CAs)
Integrations

Tuhade pehlan ton use ho rahe tools naal 25+ Integrations

Sukam Apps CRM lead portals, WhatsApp, cloud telephony, email, accounting te automation tools naal judda hai jinhan te Indian business chalde han. Leads, calls te invoices apne-aap sync hunde han, taan jo tuhadi team ikk hi screen ton kamm kare.

  • Lead portals
  • WhatsApp te social
  • Cloud telephony
  • Email
  • Accounting
  • Automation
Saare integrations dekho Free demo book karo
Sabh judeya hoya

Wealth Management business di har lorh, ikk saath

CRM, calling, WhatsApp te accounting ikk platform te. Panj vakh apps vich copy-paste nahi.

Sukam Apps CRMSales, support te process
Sukam Cloud IVRIkk business number
WhatsApp API CRMOfficial API + team inbox
Mobile App For TelecallerSIM calling + recording
Bulk SMS, WhatsApp te RCSCampaigns te reminders
Saaransh AI Business InsightsAI call reports
FAQ

Wealth Management CRM: Aksar puchhe jaan vale sawaal

Wealth management layi CRM ki karda hai?

Har client, family, document, gall-baat te reminder ikk system vich rakhda hai, taan jo advisor time te review karan, renewal kade miss na hove te poori history firm kol rahe.

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

Haan ji. Family de members nu ohna diyan details, holdings te gall-baat naal ikk ghar de view vich rakheya ja sakda hai.

Ki Sukam Apps CRM SIP khatam hon te policy renewal da reminder dinda hai?

Haan ji. SIP khatam hona, FD maturity, premium di date, birthday te anniversary de reminders, RM te client dovan layi.

Ki asin apna purana client data paa sakde haan?

Haan ji. Client list te portfolio data Excel ja back-office software diyan reports ton import ho janda hai.

Ki advisor diyan calls record hundiyan ne?

Haan ji. Sukam Cloud IVR ja Mobile App For Telecaller ton kitiyan calls record ho ke notes naal client record te save hundiyan ne.

Ki client da data safe hai?

Haan ji. Access role de hisaab naal hai, har RM nu sirf apne clients dikhde ne, te har badlaav da record rehnda hai.

Ki asin nave HNI clients nu purane clients ton vakh track kar sakde haan?

Haan ji. Nave HNI te family-office clients di vakhri pipeline hundi hai, stages, expected AUM, lead source te RM naal, taan jo pehli meeting ton final haan tak har nava client dikhe te har follow-up da reminder mile.

Ki Sukam Apps CRM Tally naal kamm karda hai?

Haan ji. Sukam Apps CRM Tally naal judda hai, te saadi Tally on Cloud service naal tuhadi team te CA kitey vi safe tareeke naal Tally chala sakde ne, taan jo fees, invoices te receipts client records naal sync rehan.

Ki tusi poore India diyan advisory firms naal kamm karde ho?

Haan ji. Sukam Apps CRM cloud te chalda hai, te asin poore India diyan wealth management firms, distributors te advisors nu online te phone te shuru karvaunde, sikhaunde te support karde haan, Jalandhar, Punjab de head office ton.

Hor industries

Hor Industries layi Sukam Apps CRM

Manufacturing layi CRM Loan Recovery layi CRM Immigration Consultants layi CRM Hotel Industry layi CRM IT Industry layi CRM Real Estate layi CRM Medical Equipment layi CRM Sukam Apps CRM de saare Features

Har client nu time te service, te AUM vadhao

Vekho wealth management ja distribution business layi Sukam Apps CRM kiven set hunda hai. Free demo, koi zabardasti nahi.

Free Demo book karo →💬 WhatsApp karo📞 Call karo +91 99142 49191
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