Lead management
Every prospect, in one place — from first ping to first SIP.
Stop juggling WhatsApp screenshots, Excel sheets and your inbox. PaisaUtils gives Indian financial advisors a single, structured pipeline from lead capture through client conversion.
Intake forms that match your practice
Share a branded intake link. Responses land as structured leads with the fields you actually need — risk profile, goals, AUM band, language.
Qualify and tag
Tag leads by stage, expected SIP, fee model fit and source. Filter your pipeline by anything in one click.
Follow-ups you'll actually do
Every lead gets a next-action and a reminder. Daily digest tells you exactly who to call today.
Convert with one click
When a lead signs on, convert them to a client and keep every note, call and document attached.