01
“Who did I miss?”
No way to see which client hasn't heard from you in eight months — until they leave.
Built for Indian financial advisors
GrowOn — CRM for mutual fund distributors and financial advisors in India. Know who to call today.
Your clients, tasks and service requests in one place — and a morning list that tells you who to start with.
No transactions. No ARN change. Built with a working advisory practice.
- Client tiering
- Servicing rhythm
- Leads to onboarding
- 20+ reports
The problem
Your book is growing. Your system isn't.
Most advisors run a serious practice on spreadsheets and WhatsApp. It works — until it doesn't.
02
“Where is that file?”
Client details, meeting notes and documents spread across sheets, chats and folders.
03
“Am I actually growing?”
No clear view of AUM, SIP, commission or which relationships are worth the most.
Monday morning today
- Open three spreadsheets and a WhatsApp thread
- Call whoever happens to come to mind
- Find out in December that a client left in July
- Guess at what the book is actually worth
Monday morning on GrowOn
- One list, worst-first, already sorted by tier
- Call the people who've waited the longest
- Overdue reviews and stalled STPs raised for you
- AUM, SIP and commission ranked, top to bottom
How it works
One daily list. Everything else follows.
GrowOn watches the book so you don't have to hold it in your head.
- 1
Bring in your book
Import clients, AUM, SIP and commission from the sheets you already keep. Send us your spreadsheets and we'll help you move in.
- 2
It grades every client
Each client is placed in a tier by net worth, SIP or investment — and each tier has its own servicing rhythm.
- 3
It tells you who's overdue
Green, yellow, red. Worst-first, every morning. No one is forgotten because it's quiet.
- 4
You log the call
One tap. The clock resets, the history is kept, and the reports write themselves.
What's inside
The whole working day, in one place
Not a lead list with extras bolted on. First conversation to annual review — onboarding, servicing, reviews, reports and renewals, all under one login.
Client servicing
Nobody slips through the cracks
Every active client carries a tier and a servicing rhythm. GrowOn tracks how long it's been since you last spoke and last met — separately — and sorts the whole list worst-first, so the people you've neglected are at the top of the screen every morning.
Log a call or a meeting in one tap and the clock resets. If you tried and couldn't reach them, mark it attempted — they stay visible instead of disappearing.
- Separate call and meeting clocks per client
- Red, amber, green — plus a distinct state for “I tried”
- Follow-ups due today, overdue, and coming up
- Plan the week's meetings against who is actually due
Financial planning
A real plan, not a spreadsheet
Build a goal-based plan with the client in front of you. Each goal is inflation-adjusted, and GrowOn works out the SIP needed to close the gap — then tells you plainly whether they are on track or short, goal by goal.
Retirement corpus, emergency fund, insurance cover and asset allocation all sit in the same plan. Save it against the client, revisit it at the next review, and hand them a PDF under your own firm's name.
- Inflation-adjusted targets and the SIP each one needs
- On-track / off-track at a glance, per goal
- Retirement, emergency fund, insurance and allocation
- Client-ready PDF under your firm's name
Team discipline
The day runs the same whether you're in the office or not
Start-of-day and end-of-day checklists, plus weekly and monthly routines, assigned to the people who own them. See who completed theirs and who didn't — today, yesterday, or any day you pick.
Filter to just your own list when you're working, or look across the team when you're running it.
- SOD / EOD, weekly and monthly routines
- Completion tracked per person, with streaks
- Check any previous day, not just today
Leads
From a name in your phone to an investing client
Capture a prospect with the detail that actually matters — where they came from, who referred them, the tier you expect them to land in — and set the next follow-up before you close the window.
Every follow-up is counted, so you can see who is genuinely being worked and who has gone quiet. Mark a lead as met and GrowOn converts them into a client and starts onboarding.
- Follow-up dates and counts, so nothing goes cold silently
- Duplicate detection when the same name is added twice
- “Met” converts straight into onboarding
Onboarding
Never lose someone between “yes” and “invested”
A new client moves through a checklist — KYC, documentation, account setup, first investment — and you can see exactly which step every person is stuck on.
The moment they invest, they join the active book and start on the servicing rhythm. Nobody sits half-onboarded for three months because a form was missed.
- A clear step-by-step path per client
- See who is stuck, and on which step
- Becomes an active, serviced client automatically
Meetings
What was said, and what you promised
Every meeting keeps its own record: what was discussed, what was agreed, and what you committed to do next. Voice notes are recorded against the meeting, so a conversation from eight months ago isn't lost to memory.
Outcomes are structured — expected SIP, an insurance or STP opportunity, a plan to share — so a meeting turns into a follow-up rather than a note nobody reads.
- Meeting history against every client
- Structured outcomes and action items
- Voice notes kept with the meeting
Client Book
Families, couples and UCCs as they really are
Real books are messy. A couple can hold several UCCs — one NRE, one NRO, one joint, one with either name first — and forcing that into a single row per person loses information you need.
GrowOn records people under a family, each account with its own UCC and registered name, exactly as it sits at NSE.
- People grouped under a family
- Multiple UCC accounts per client, each with its registered name
- Couples counted once where it matters, separately where it doesn't
And the rest of the working day
Reports
Twenty reports across servicing, pipeline, onboarding and compliance. All exportable to Excel.
Rankings
Upload your commission sheet and the whole book is ranked by what each relationship is actually worth.
Registers
Folios, AMCs, broker transfers, reviews, and life and health policies.
Fund analysis
Rank each equity and hybrid holding into quartiles against its own category across ten periods.
Reviews and reports
Proof the book is actually being serviced
Servicing progress by tier, who is due a review, and what has actually been logged — so you can see at the end of a month whether the rhythm held or quietly slipped.
Twenty reports across servicing, pipeline, onboarding and compliance, all exportable to Excel.
Runs on everything
On your desk. In your pocket.
GrowOn installs on your phone and your computer and works like a proper app — no app store, no downloads to manage. Open it on your laptop at the office, check your list on your phone between meetings. It updates itself.
White-label
Your clients see your firm. Not us.
GrowOn is white-label. Your firm's name runs through the whole app — and onto every document your client receives. Financial plans, calculator hand-outs and review reports all go out under your firm's name, not ours. Full colour and logo branding is rolling out shortly.
And it bends to how you work. Rename your tiers and set how often each one is serviced, so the rhythm matches your practice rather than someone else's idea of it. You shouldn't have to change how you advise to fit the software.
GGrowOn
YYour Firm
Same app, your firm's name.
AI copilot
Ask your book a question.
Type a question the way you'd say it out loud — “who haven't I met this quarter?”, “which Tier 1 clients are overdue a call?”, “add these five names as leads” — and get an answer from your own data, not a generic chatbot.
When you ask it to change something, it doesn't just do it. It shows you exactly what it plans to do and waits for you to confirm. It can only ever see and do what you can.
Optional. GrowOn works fully without it.
- What's our total AUM and SIP?
- Which clients are overdue for a call?
- Log a successful call with Royston about his SIP top-up
- How does onboarding work in this CRM?
Independence
Your ARN stays yours.
GrowOn never touches transactions. You keep executing exactly as you do today — on BSE StarMF, MFU or wherever you already work. We simply bring the data in so you can see and service your book properly.
That's deliberate. “Free” platforms often come at the cost of operating under someone else's ARN. With GrowOn, your clients are yours, your ARN is yours, and nothing about your independence changes.
Who it's for
Built for how Indian advisors actually work
From a solo ARN holder to a growing advisory team. If you advise clients and manage relationships, GrowOn fits — these are just the common starting points.
Solo advisors
Your whole book out of Excel and into one system.
Small teams
Two to twenty people, each with their own clients and their own daily task list.
Planners and RIAs
Fields and stages built around advice, not just distribution.
Multi-product advisors
Funds, insurance, bonds and PMS in one servicing view.
Insurance advisors
Life and health policies with sum insured, premium and renewal dates — tracked beside the investments, so a lapse never comes as a surprise.
Balance-sheet advisors
Net worth, fixed deposits, gold and debt alongside the mutual funds, with allocation modelled against the client's risk profile.
Quick answers
Come in early. Shape what gets built.
We're working closely with a small number of advisors right now. If something is missing from how you run your practice, tell us and we'll build it — that's how GrowOn has grown so far, and it's the advantage of coming in early.
Get in touch and we'll show you around properly.
Free tools
Mutual fund calculators, free to use
SIP, lumpsum, goal, step-up SIP and SWP — the same calculations used inside GrowOn. Values in rupees, a year-by-year projection chart, and a shareable link for every result. No signup required.
FAQ
Questions advisors ask
Anything else, message us on WhatsApp — you'll reach a person.
Start here
Bring your book. We'll show you the list.
Send us a message and we'll walk you through GrowOn on your own clients — no slides, no forms, no sales deck. Just the product and a straight answer about whether it fits your practice.
Talk to us on WhatsApp
Or call +91 95383 29793 — you'll reach a person, not a queue.