The CRM India's financial advisors actually use.
PaisaUtils gives advisors a single place to manage leads, clients, tasks and compliance — and gives investors a verified directory to find the right advisor.
I am an Advisor
Manage your practice end-to-end: leads, client onboarding, tasks, follow-ups, notes, activities, and verification — without juggling 5 tools.
Explore for advisorsI am an Investor
Find a verified SEBI-registered advisor by city, language, fee model and expertise. Request to connect in one click — free.
Browse advisorsEverything an advisor needs.
Built for SEBI-registered RIAs and Mutual Fund Distributors. Replace your spreadsheets, WhatsApp lists, and scattered notes.
Leads & clients
Track every prospect from intake to active client. Tag, segment, follow up.
Tasks & follow-ups
Never miss a renewal, a call-back or a compliance window.
Activities timeline
Calls, meetings, notes — chronological per client.
Verification badge
Get a verified badge after PaisaUtils review. Listed in our public directory.
Public profile
Investors find you by city, language and fee model. Auto-listed as Provisional in 48 hours.
Free to start
Core CRM and directory listing are free. No credit card required.
Ready in 10 seconds.
Create your account, complete a quick profile, and you're live in the directory while our team reviews — usually inside 48 hours.
Create free account