About us
Built for India's financial advisors.
PaisaUtils exists because India's SEBI-registered investment advisors have been forced to run their practice on spreadsheets, WhatsApp lists and tools designed for someone else's market. We're building the CRM and the directory that finally fit.
What we believe
- Investors deserve verified information. Every advisor in our directory is checked against the public SEBI and AMFI registers before they get a Verified badge.
- Advisors deserve real software. Tools built for global SaaS workflows rarely fit an Indian advisory practice. We design for how RIAs actually work — intake forms, follow-ups, compliance trails.
- Free should mean free. Core CRM and directory listing cost nothing. We'll only charge for advanced features advisors explicitly ask for.
How we verify advisors
When an advisor signs up, we cross-check the registered name, SEBI or AMFI registration number, registered office city and current status against the public regulator databases. Profiles in review are listed as Provisional so investors can still discover them; verification typically completes inside 48 hours.
Contact
General and support enquiries: support@paisautils.com. For security reports, see our security.txt.