PaisaUtilsBuilt for SEBI-registered advisors.
One tool for your whole practice. Stop juggling spreadsheets, WhatsApp lists and sticky notes.
What you get
Lead capture & client CRM
Track every prospect from first touch to active client. Tag, segment, and follow up without losing context.
Tasks, follow-ups & activities
Calls, meetings, renewals, compliance dates — all in one chronological timeline per client.
Verified public profile
Get a verified badge after our review. Auto-listed as Provisional within 48 hours so you never wait.
Free to start, no card
Core CRM and directory are free. Upgrade later if you need team seats or premium features.
How it works
- Sign up free and complete a 7-step profile.
- Get auto-listed as Provisional within 48 hours.
- Receive verification — usually inside a week.
- Start receiving connect requests from investors.