Be ahead with AI.
Stay close to every client.
While AI is reshaping every corner of finance, most Research Analysts and Investment Advisors still run on spreadsheets, PDFs, and WhatsApp. We hand you an AI-powered, white-labeled CRM — on your own domain, with your logo — so you advise smarter and never lose touch with a client.
Get your own personal CRM, ready on day one.
1 month free · No credit card required · Cancel anytime
The Platform
Everything you need to advise smarter and stay close
A modern, AI-powered CRM built specifically for the day-to-day of SEBI-registered Research Analysts and Investment Advisors.
AI Client Insights
Your AI co-pilot surfaces who to follow up with, drafts personalized updates, and flags clients drifting away — before they leave.
Client Management
Every client, mandate, and conversation in one place. Track holdings, risk profiles, and interactions without juggling spreadsheets.
White-label on Your Domain
We host your CRM on your own domain with your logo — clients see your brand, not ours. Your practice, your identity.
Payments to Your Account
Bill clients for your plans in-platform with your own payment gateway — money settles directly to your bank and you're the merchant of record. No middleman holding your funds.
Stay Connected
Reach clients on WhatsApp, email, and SMS from one inbox, with AI-drafted, SEBI-aware messages ready to send.
SEBI-compliant by Design
Audit trails, consent capture, and record-keeping built around RA/RIA regulations — so compliance is automatic, not an afterthought.
Effortless Reporting
Generate client-ready performance and review reports in minutes, branded as yours — no manual formatting required.
Why AI, why now
AI is racing ahead. Most advisors haven't caught up — yet.
90%
of advisors still rely on spreadsheets
5+ hrs
lost weekly to manual client admin
10×
faster client follow-ups with AI
Minutes
to launch your branded CRM
Testimonials
Trusted by advisors who refuse to fall behind
I used to track 300 clients across spreadsheets and WhatsApp. The AI now tells me exactly who to call each morning — my renewals jumped without me chasing anyone.
Rohan Mehta
SEBI Research Analyst (INH-registered)
Having the CRM on my own domain, with my logo, made my practice look like a real firm overnight. Clients trust the experience instantly.
Ananya Iyer
Registered Investment Advisor (INA-registered)
Compliance was always my biggest worry. Now consent and records are captured automatically, and reports go out branded as mine in minutes.
Vikram Desai
Independent RIA, Mumbai
Try Niveshraai free for a month.
Onboard in minutes, get your own personal CRM on your own domain, and put AI to work for every client relationship you manage.
No credit card required · Cancel anytime. Verify your SEBI registration, pick your domain, and go live — no technical setup required.