AdvisorGrow - Financial CRM

AdvisorGrow is the growth app for mutual fund distributors (MFDs), financial advisors and insurance agents in India. Get a professional website and digital visiting card, video intros, a festival poster maker, lead alerts, a CRM, Fund X-Ray mutual fund portfolio reviews and branded client reports, all from one phone app.

Someone gives you a name. What happens between that and a signed client is the whole job, and that is what AdvisorGrow is built for.

Built for AMFI-registered MFDs, ARN holders, SEBI-registered RIAs, insurance advisors and agents, financial planners, corporate and group insurance specialists, and risk consultants.

What you get
🔍 Fund X-Ray: how a client's mutual funds really did against index funds, as your branded PDF.
🌐 Website and digital visiting card: live instantly at helloadvisor.in/your-number, with your photo, credentials, services and call/WhatsApp buttons.
🎥 Video intros: record a 10, 30 or 45-second video in English or Hindi. The script auto-scrolls; subtitles, your branding and a contact card are added for you.
🪔 Festival poster maker: thousands of ready templates for festivals, market insights and motivational quotes, with your name, photo and ARN added automatically. Share in one tap on WhatsApp status and social media.
⭐ Client testimonials: send one link and your website updates itself.
🎯 Lead generation tools: 9 interactive tools that capture the prospect's name and number: Financial Health Score, Retirement Gap, Time Machine, Mutual Fund IQ, Health Cover IQ, Life Cover IQ, Loan IQ, Business Insurance IQ and Business Risk Assessment. Each takes about a minute.
💡 "Did You Know" cards: 36 ready financial facts with your brand in the footer, for social media marketing.
📋 Client management CRM: track every prospect from first contact to signed client, with notes, follow-up reminders and sequences, messages in eight languages and your QR code.

Know who is on your page
Your phone alerts you the moment someone opens your website, finishes a tool or asks for a call, with name and number, so your next step is one tap. Visitors who leave no name show only as a count, with a week of daily visits on one screen.

Branded client reports
A report is a mirror. You are not telling a prospect what to do; you are showing them what they already did and what it cost. Every report is a PDF under your own letterhead, with logo, firm, registration and contact details, and every assumption printed.
- Fund X-Ray: upload a CAMS + KFintech CAS, or type in the funds, SIPs and lump sums for a quick estimate. Each fund is compared, same money on the same days, with index funds on its benchmark and its category average (AMFI NAVs). See value, gain, XIRR and each fund ahead or behind in rupees, with charts, in English or Hindi. Your private view adds which distributor holds each fund, talking points, and exit load and tax impact.
- Behaviour analysis: upload a CAS (NSDL, CDSL, CAMS, KFintech) or broker tradebook. See asset allocation (equity, debt, cash) and habits measured in rupees: buying near highs, selling in dips, holding losers too long, sector concentration and SIP stoppages.
- Retirement planning: the corpus needed, where the current pace reaches, the gap and the monthly SIP that closes it, with what-if scenarios.
- Business cover: for business owners, rebuild cost and income loss against what a policy would pay, showing the gaps.
All reports are analysis, not advice. Nothing is recommended, no product is sold, and projections are marked illustrative.

Privacy
CAS and tradebook files are read on your phone and never uploaded; Fund X-Ray downloads only public fund NAVs. Videos are made on your phone; only the finished video is uploaded, for sharing. Your leads, profile and website are stored on our servers so they survive a change of phone. Prospects see what you will receive before they start, and records older than ninety days are removed.

Made in India by SoftDew Tech.