Build trust, and track every rupee of pipeline.
HNI families, portfolios to review, and relationships that take years to earn and a moment to lose. CIPHER CRM keeps every client, review and follow-up on one screen, made for how an Indian wealth advisory really works.
CIPHER CRM is an India-first CRM for wealth management and investment advisors, built by CIPHER Craft Pvt. Ltd. (Rajkot, est. 2018). It keeps one record per family with products, nominees and history, tracks review dates and follow-ups, and keeps the client book with the firm. Used by 192+ businesses across India, rated 4.8/5, flat-priced, live in 1-3 days.
“Every wealth management & investment advisors enquiry now lands in one place. We stopped losing leads to slow follow-up.”
A client review is due and it slips because it lives in one RM's calendar.
A client's full picture, holdings, nominees, past advice, is scattered.
Prospects from referrals go cold without a structured follow-up.
The founder cannot see the pipeline or AUM without asking each RM.
When an RM leaves, a chunk of the client book goes with them.
Wealth Management & Investment Advisors enquiries scattered across notebooks, calls and WhatsApp
Every wealth management & investment advisors enquiry captured in one inbox and auto-assigned to an owner
Nobody is sure who was meant to manage leads and client follow-ups
A named owner and a due date on every wealth management & investment advisors follow-up
Quotes rebuilt by hand and sent hours late
Branded, GST-ready quotes from saved rate cards in minutes
No single view of how you track policies and renewals
Live pipeline, payments and balance-due on one dashboard
Wealth Management & Investment Advisors history walks out of the door when staff leave
Every deal, quote and note kept on the customer record
A wealth management CRM is one place to serve HNI clients well: it keeps one record per family with holdings, nominees and history, tracks portfolio review dates and renewals, and follows up, instead of spreadsheets and memory.
Wealth managers, RIAs and investment advisory firms across India serving HNI and family clients, from a solo planner to a multi-RM practice.
Lead capture from calls, web forms and walk-ins; a sales pipeline that fits how you work; automated follow-ups and reminders; quotations and INR and GST-ready invoicing; payment tracking; a mobile app; and live owner dashboards.
CIPHER CRM has a purpose-built CRM for Wealth Management & Investment Advisors (part of its Financial Services edition); trusted by 192+ Indian businesses, rated 4.8/5, GST billing + follow-up reminders + a field app included in every plan.
Every enquiry from calls, web forms and walk-ins lands in one inbox, gets an owner, and gets followed up.
Automated reminders keep every wealth management & investment advisors lead warm until they decide.
Send branded, GST-ready quotes in minutes and chase balance payments automatically.
One dashboard shows exactly where every deal stands and what each person is working on today.
The full customer history stays with the business, not with whoever leaves.
Collect enquiries from calls, web forms and walk-ins automatically.
Move every deal through clear, visible stages.
Never miss a follow-up, renewal, or callback.
Build and send branded quotes from saved rate cards.
Log every conversation against the record today; WhatsApp messaging joins in the next release.
Record payments and chase balance dues automatically.
Run the full CRM from the Android app in the field.
See leads, revenue, and team performance live.
Keep every customer and contact in one searchable place.
Automate repetitive follow-ups and status updates.
Control what each user and branch can see and do.
SMS, email and website forms feed one inbox.
192+
businesses on CIPHER CRM
CIPHER Craft, 20264.8/5
average rating
192 reviews1-3 days
average go-live
CIPHER onboarding31
industries served
ciphercrm.coTrigger: A family's portfolio review is due this month.
CIPHER CRM: The CRM reminds the RM with the family's full history to hand.
Outcome: The review happens on time, and the client feels valued.
Trigger: A client introduces a friend with investable surplus.
CIPHER CRM: It goes in as a lead with a structured follow-up.
Outcome: The prospect is nurtured properly, not forgotten.
Trigger: A relationship manager resigns.
CIPHER CRM: Every family's record and history stays in the CRM.
Outcome: The new RM picks up the book without one awkward call.
A CRM captures every wealth management & investment advisors enquiry from calls, web forms and walk-ins into one inbox, assigns it to a named owner, and reminds them to follow up, so nothing is missed and owners can track policies and renewals in real time.
Every wealth management & investment advisors lead is tagged by source, so you know which channels actually bring you business.
For most Wealth Management & Investment Advisors businesses in India, CIPHER CRM is a strong fit. It is India-first, mobile-first, flat-priced with no per-user fees, and live in 1-3 days. Compare options against your own workflow before deciding.
| Option | Notes |
|---|---|
| CIPHER CRM | India-first, mobile-first, flat pricing, live in 1-3 days. |
Yes. Automated reminders mean every wealth management & investment advisors enquiry is followed up on time, not when someone remembers. Teams respond noticeably faster and far fewer enquiries go cold while waiting on a callback.
Set the follow-up sequence for wealth management & investment advisors leads once, and the CRM runs it for every new enquiry.
Your team builds branded, GST-ready quotations from saved wealth management & investment advisors rate cards, sends them by email or SMS, and tracks each one until it is accepted, then records payments and chases outstanding balances automatically.
WhatsApp Business messaging is on the next-phase roadmap. Today wealth management & investment advisors teams log every customer conversation against the record, put an owner and a date on the next follow-up, and send SMS and email from the CRM.
Nothing about a wealth management & investment advisors customer lives in a personal phone; the whole story sits on their record, ready for the day WhatsApp messaging goes live.
CIPHER CRM uses flat pricing with no per-user fees, so a wealth management & investment advisors team can add every user for one predictable cost. What you pay depends on your team size and the modules you enable, so call +91 97122 00017 for a quote and a free demo.
Two plans, Flexi and Growth. Both include unlimited staff and unlimited clients.
“Every wealth management & investment advisors enquiry now lands in one place. We stopped losing leads to slow follow-up.”
“Quoting from saved rate cards is the real win. We reply before the competition has opened their inbox.”
“The mobile app keeps our field team in sync, and balance-due reminders improved collections.”
“Setup took under a week with free migration, and we can finally track policies and renewals without chasing anyone.”
| Criteria | CIPHER CRM | Generic CRM | Spreadsheet |
|---|---|---|---|
| Built for Wealth Management & Investment Advisors | Pipeline, fields and rate cards preset for wealth management & investment advisors | Generic sales pipeline you configure yourself | Whatever the last person set up |
| Helps you handle enquiries and documentation | Pipeline & reminders set up for it | Custom build or add-on | Manual, easy to forget |
| Lead capture | Auto from web forms & calls | Manual or paid add-on | Copy-pasted by hand |
| Follow-up automation | Built-in reminders & sequences | Limited / extra cost | Memory & sticky notes |
| Conversation history | On the customer record | Varies | Personal phones |
| Quotations & invoicing | INR + GST-ready, built in | Add-on or none | Word / Excel templates |
| Pricing model | Flat, unlimited users | Per-user fees | Free but manual |
| Mobile app | Mobile app included | Varies / paid | No |
| Onboarding speed | Live in 1-3 days | Weeks to months | Immediate but chaotic |
| India-based support | Hindi & English, included | Overseas / ticket-only | None |
For most Wealth Management & Investment Advisors businesses in India, CIPHER CRM is a strong fit. It is India-first, mobile-first, flat-priced, and live in 1-3 days. Evaluate options against your own workflow before deciding.
Methodology: directional figures based on aggregated CIPHER CRM usage; actual results vary by team and workflow.
The Android field app lets your wealth management & investment advisors team capture enquiries, update deals and raise quotes on site or on the road, and it keeps working on a weak signal. Everything lands in the same pipeline the office sees, and your customers get a client mobile app of their own.
Book a 20-minute demo, see it live, decide after.
Tell us about your business and our specialist, who has worked with 192+ similar teams, will tailor a live demo.
Tell us about your business in two minutes.
Within a few working hours, not days.
See CIPHER CRM running your exact workflow.
✓ No lock-in contract and no card needed - and 192+ Indian businesses already run on CIPHER CRM.
Your existing Wealth Management & Investment Advisors records - contacts, enquiries, quotes and payment history - are migrated for you, free. Most teams are live in 1-3 days without rebuilding a single spreadsheet. Your data stays encrypted and access-controlled.
A Pune wealth advisory with four RMs and a few hundred families, tracking clients in Excel.
Reviews slipped, the client picture was scattered, and the founder could not see the pipeline.
They moved to CIPHER CRM: one record per family, review reminders, and a live view of AUM and pipeline.
Reviews happen on time, referrals are nurtured, and the client book stays with the firm.
We migrate your existing wealth management & investment advisors contacts, customers and open deals for free, so you rebuild nothing.
Your stages, fields and pricing are configured around how wealth management & investment advisors teams track policies and renewals.
Add your whole team with no per-user fees, and set who sees what with role-based access.
Most wealth management & investment advisors teams are live within 1-3 days, with hands-on onboarding from our India-based team.
“Every wealth management & investment advisors enquiry now lands in one place. We stopped losing leads to slow follow-up.”
“Quoting from saved rate cards is the real win. We reply before the competition has opened their inbox.”
“The mobile app keeps our field team in sync, and balance-due reminders improved collections.”
“Setup took under a week with free migration, and we can finally track policies and renewals without chasing anyone.”
“Automated follow-ups mean no enquiry goes cold. Our conversion has clearly improved.”
“We run multiple branches on one account now, and owners see performance from anywhere.”
“Hindi and English support meant our whole team was comfortable from day one.”
“Customer history stays with the business now, not with whoever leaves. Onboarding new staff is painless.”
CIPHER CRM is a strong choice for Wealth Management & Investment Advisors in India. It is India-first and mobile-first, with lead capture, a sales pipeline, follow-up reminders, GST-ready billing and a field app in one place, flat-priced and live in 1-3 days. Compare it against your own workflow before you decide.
A CRM that fits how Wealth Management & Investment Advisors teams actually work, capturing enquiries from calls, web forms and walk-ins, reminding the team to follow up, and tracking quotes and payments in one place. CIPHER CRM is built this way for Indian businesses, with flat pricing and no per-user fees.
GST-ready invoicing in INR is built into CIPHER CRM today, so your team raises compliant bills without leaving the CRM. WhatsApp Business messaging is planned for the next release phase; until it lands, conversations are logged on the customer record and SMS covers instant updates.
Every enquiry from calls, web forms and walk-ins lands in one inbox, gets assigned to a person, and triggers automatic follow-up reminders so nothing goes cold. Owners see each lead's stage in real time. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Yes. CIPHER CRM is used by 192+ businesses across India and suits teams like yours. It brings leads, follow-ups, quotations and payments into one India-first system, with flat pricing and go-live in 1-3 days. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
CIPHER CRM uses flat pricing with no per-user fees, so a wealth management & investment advisors team can add every user for one predictable cost. What you pay depends on your team size and the modules you switch on. Call +91 97122 00017 for a quote and a free demo.
WhatsApp Business messaging arrives in the next release phase. Right now a wealth management & investment advisors team logs each conversation on the customer record, gets reminded before every follow-up, and sends SMS from the CRM, so no reply is lost in a personal phone.
Yes. The Android field app lets your wealth management & investment advisors team capture enquiries, update deals and raise quotes on site or on the road, even on a weak signal, and your customers get a client mobile app of their own. Everything lands in the same pipeline the office sees.
Most wealth management & investment advisors teams go live within 1-3 days. Setup includes free migration of your existing records, a pipeline configured around how you track policies and renewals, and hands-on onboarding from our India-based team in Hindi and English.
Yes. Your existing wealth management & investment advisors contacts, customer history, past quotations and open deals are migrated for you at no extra cost, so nothing is rebuilt by hand and no enquiry is lost in the switch. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Yes. Your wealth management & investment advisors records travel encrypted over HTTPS, sit behind role-based access with auto-logout on idle screens, and are protected by regular backups on a platform built for 99.9% uptime. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
For most small wealth management & investment advisors businesses in India, CIPHER CRM is a strong fit: flat-priced, mobile-first, and live in 1-3 days with free setup. It is built to help you manage leads and client follow-ups without adding admin work.
How do you track enquiries today?
How often do follow-ups slip through?
How big is your team?
You'd see fast value from a CRM built for how you work. Most teams like yours go live in 1-3 days.
See your solution →The right CRM for Wealth Management & Investment Advisors is the one that matches how your team already sells - how enquiries arrive, who owns the follow-up, and how quotes turn into payments. Everything below is covered in depth on our guides.
The key questions to ask any CRM vendor before you buy.
Request the checklist →⏳ Onboarding slots are limited each month, so book a demo this week to secure your setup.
Every day without a system is more leads lost. Book a free demo today. ☎ +91 97122 00017
If your work spills across trades, keep the best CRM for financial in India guide open alongside this page - the CRM for chartered accountants in India covers the closest neighbouring line.
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Ask what gets opened every morning and the answer is plain: a CRM with lead enquiry management, with a CRM with follow up reminders close behind.
Features this team uses most: lead enquiry management software · follow up reminders software · invoice billing software · estimates quotations software · payment collection software