Your Advisory Practice, Fully Managed
Client onboarding, document collection, compliance tracking, and a professional website — tailored for financial advisors, IFAs, and wealth managers.
Sound Familiar?
KYC and client onboarding takes forever
Collecting PAN, Aadhaar, bank details, risk profiles, and investment objectives from each client involves endless email chains and WhatsApp messages.
Regulatory compliance is a constant worry
SEBI regulations, AMFI updates, tax filing deadlines — staying compliant requires tracking multiple regulatory calendars simultaneously.
No credible online presence
Clients want to verify your credentials before trusting you with their money. Without a professional website, you rely on word-of-mouth alone.
Features Financial Advisors Actually Use
Every feature built with financial advisors & planners workflows in mind.
Client Document Portal
Clients upload KYC documents, bank statements, and investment proofs to a secure portal. Organized per client, accessible anytime.
KYC Intake Forms
Structured forms for risk profiling, investment objectives, KYC details, and financial goals. Capture everything in one submission.
Compliance Calendar
Track regulatory deadlines — SEBI filings, tax dates, and audit requirements. Never miss a compliance deadline.
Advisor Website
Professional templates for financial advisors. Showcase your credentials, services, approach, and client testimonials.
Client Pipeline
Track referrals and prospects. Move them through your pipeline from inquiry to AUM commitment.
Financial Education Blog
Publish articles on tax planning, mutual funds, insurance, and retirement. Build trust and attract organic search traffic.
How Financial Advisors Use Zortal Daily
Digital KYC Collection
Send new clients a KYC intake form link. They upload PAN, Aadhaar, bank proof, and complete risk profiling. Everything arrives organized in your dashboard.
Compliance Deadline Management
The compliance calendar shows upcoming regulatory deadlines. Your team sees what's due this week. No more last-minute scrambles for SEBI filings or tax submissions.
Building Credibility Online
Your website showcases your SEBI registration, qualifications, investment philosophy, and client testimonials. Blog posts on financial topics demonstrate expertise and attract prospects.
Simple, Transparent Pricing
Start free, upgrade as you grow. No hidden fees.
Free
For individuals and small teams
Free forever — no credit card required
- GPS Attendance & Check-in
- Task Management
- Leave Management
- Expense Tracking
- Work Journal
- 1-Page Website
- 20 AI Chats/month
Base
For small businesses going online
Billed annually at ₹2,999/yr incl. GST
- Everything in Free, plus:
- Multi-page Website
- Custom Domain & SSL
- Blog (5 posts)
- CRM (20 leads)
- Invoicing
- Appointments & Booking
- Forms (3)
- 100 AI Chats/month
Pro
For growing businesses
Billed annually at ₹9,999/yr incl. GST
- Everything in Base, plus:
- Blog (50 posts)
- CRM (200 leads)
- Forms (20)
- Compliance Calendar
- Remove Branding
- 2 Custom Domains
- Unlimited AI Chats
Max
For established businesses
Billed annually at ₹29,999/yr incl. GST
- Everything in Pro, plus:
- Unlimited Blog & CRM
- Unlimited Forms
- WhatsApp Integration
- API Access
- Dedicated Support
Frequently Asked Questions
Start Free Today
No credit card required. Set up your business platform in under 5 minutes.