GrowOn — CRM for mutual fund distributors and financial advisors in India. Know who to call today.
Clients, families, servicing, service requests and your team's work in one place — and a morning list that tells you who to start with.
No transactions · Your ARN stays yours · Works on your phone
Your book is growing. Your system isn't.
Most advisors run a serious practice on spreadsheets and WhatsApp. It works — until it doesn't.
“Who did I miss?”
No way to see which client hasn't heard from you in eight months — until they leave.
“Was that request done?”
A bank change promised on a call, and nobody can say whether it happened.
“Am I actually growing?”
No clear view of AUM, SIP or which relationships are worth the most.
Monday morning today
- Open three spreadsheets and a WhatsApp thread
- Call whoever comes to mind
- Find out in December a client left in July
Monday morning on GrowOn
- One list, worst first, sorted by tier
- Call who has waited longest
- Slipping clients change colour the day they slip
How it works
One daily list. Everything else follows.
GrowOn reads your book against your own rules, so you don't have to hold it in your head.
- 1
Bring in your book
From your spreadsheets or straight from your registrar's files — even the password-protected zip.
- 2
Set your rules
Tier thresholds, how often each tier is called and met, your onboarding checklist and team.
- 3
Get the morning list
Meetings overdue, calls owed, promises made, requests ageing — worst first, with the reason.
- 4
Log it, and it moves
Log a call or a meeting and the clock resets. The history is kept and the reports follow.
What's inside
The whole working day, in one place
Not a lead list with extras bolted on. From first conversation to annual review, under one login.
Clients & families
The whole relationship on one record
Portfolio and tier, profile and tags, every discussion and what was agreed, onboarding, documents, notes and messages — one client record in six tabs.
A couple can hold an account each, a joint one and an NRE account with the names reversed. GrowOn keeps them together as one family, every account exactly as it's registered.
- Six tabs: Overview to Notes & messages
- Families with every account
- Open a whole household in one go
Servicing & reviews
Never let a good client go quiet
Every client gets a tier from net worth, monthly SIP or invested amount, against thresholds you set. Each tier has its own rhythm, with separate clocks for calls and meetings.
Fall behind and the colour tells you. Try and fail to reach someone and they turn pink, not red — so the client you've chased all week never hides the one nobody has called.
- Green on track · Yellow slipped · Pink attempted · Red overdue
- Plan to zero: the date your book turns green
- Wins & slips, by name, every review
Service requests
Every request has an owner and an age
The client asks on WhatsApp, someone says “I'll handle it”, and three days later nobody knows. In GrowOn every request gets a type, an owner and a status, and counts its own age in days.
- Thirteen request types ready, add your own
- Turns red on its own after a month
- Open, In Progress, Waiting on Client, Completed
Tasks & team
Your team knows what to do. You know what got done.
One shared queue for everything the firm owes — mine, the team's, unassigned and overdue. Set a routine once and the work appears on its own; a closed office day is skipped, not counted as missed.
- Fifteen routines ready on day one
- Completion by person, every day
- Every change kept, with who and when
Leads & onboarding
From first conversation to first investment
Add a prospect in seconds — GrowOn checks your book for the same name or number first. When they say yes, they become an onboarding client with their history intact, and walk a checklist you set.
- Hot, Warm and Cold, with dated follow-ups
- Duplicate check before saving
- See who is stuck on which step
Reports & plans
See how the practice is really doing
Twenty-six reports over your live book, on screen or out to Excel. Financial plans, retirement plans, balance-sheet statements and calculator hand-outs on your letterhead, with your ARN and disclaimer.
- 26 reports, one-click Excel
- Plans and statements clients keep
- Your logo and disclaimer on every page
WhatsApp, from your own number.
Connect your firm's WhatsApp Business number and keep using the app on your phone as you do now. GrowOn sends the routine messages for you, from that same number.
- Birthday wishes
- First-investment anniversary
- Policy renewal reminder
- Review meeting reminder
- Onboarding follow-up
- Overdue-task reminders to staff
Templates approved by Meta · Only clients with consent on file · Stops on STOP · Never touches your groups. Switched on for your firm when you connect your number.
Built for an MFD's obligations
Compliant words. Your ARN. Your brand.
Disclosures already in
Every client message is checked against ten rules — ARN and EUIN current, risk disclaimer present, consent on file, a grievance contact reachable — and the result is kept on the client's record.
Your ARN stays yours
GrowOn never places a transaction. Keep executing on BSE StAR MF, MFU or wherever you work today. No order route, no exchange login.
Your clients see your firm
Your name, logo and colours across the product and every plan a client receives — and GrowOn on your own web address if you want it.
Who it's for
From one desk to a full office
Individual MFDs
Get the whole book out of spreadsheets into one list that tells you who to call.
Learn more
Advisory firms
One standard of service across the firm, with compliance registers and your brand.
Learn more
Where it comes from
Built inside a working advisory practice — on how their day actually runs. They were our first customer, and they still shape what we build.
Is GrowOn built for mutual fund distributors?
Yes. Tiers, servicing rhythm, families and accounts, registrar files, onboarding and compliance registers are the core of the product, not add-ons.
Does it replace BSE StAR MF or MFU?
No. GrowOn places no transactions. Keep executing exactly where you do today; GrowOn brings the data in so you can see and service the book.
Does my ARN change?
No. Your ARN, your clients and your relationships stay yours.
Can I bring my existing data?
Yes. Client, asset, SIP and commission sheets, plus your registrar's own reports, including the password-protected zip. Send us your sheets and we'll help you move in.
Can my team use it?
Yes. Everyone has their own login and one of four roles. Operations staff can work the whole book without seeing net worth, income or commission.
Does GrowOn work with WhatsApp?
Yes. Connect your firm's WhatsApp Business number and keep using the app on your phone. GrowOn sends birthday wishes, renewal and meeting reminders and follow-ups from that number, only to clients whose consent is on file.
Can I set it up my way?
Tier thresholds and rhythms, the onboarding checklist, your own options in the product's lists, calculator assumptions, and the menu renamed and reordered in your team's words.
Is each firm's data separate?
Yes — enforced in the database itself, not by hiding buttons.
Does it work on my phone?
Yes. GrowOn installs on your phone and computer like an app, without an app store.
How do we start?
Book a demo. If it fits, we set your firm up, configure it to how you work, and help you bring your book across.
Bring your book. We'll show you the list.
Tell us a little about your practice and we'll walk you through GrowOn on your own clients — no slides, no sales deck. Just the product and a straight answer about whether it fits.
A person reads every message. We reply within a few hours — or call +91 86686 59793.