Sanchay CRM at ICAA Annual Submit - Kolkata 2025

At the recent ICAA Annual Summit in Kolkata, Bhoomi Ajugia, Product Head of Sanchay CRM, was invited to present the salient features of the platform—specially designed to meet the unique needs of Mutual Fund Distributors and Financial Advisors.

Here’s a quick look at the key points she shared:

1. Centralized Information Platform

“We provide a centralized platform that not only helps advisors keep client data organized, but also helps them act on it and make better decisions.”

Sanchay CRM is designed to simplify your entire data handling. From contact details to portfolio insights, everything is in one place—accessible, actionable, and structured.

2. Automation of Client Service Requests

“Service requests are the most time-consuming tasks for advisors. They get entangled in client queries and lose focus on advisory.”

With Sanchay CRM, you can automate common service requests—portfolio statements, updates, follow-ups—so that you free up your time and energy to focus on what matters most: advising clients.

3. Automated Review Mechanism

“Most MFDs struggle to reach out to clients for timely review meetings. That’s where client relationships start to break.”

Sanchay CRM addresses this by:

1. 1. Automating review meeting reminders
2. 2. Personalizing the review flow based on client AUM, engagement level, and risk profile
3. 3. Helping you take proactive steps before the client goes elsewhere

 4. End-to-End CRM Solution

“It’s not just about managing data. It’s about helping advisors make smarter decisions, deliver better service, and build long-term client trust.”

From onboarding to relationship management to client retention, Sanchay CRM offers a complete ecosystem for MFDs to run their practice smoothly and efficiently.

Conclusion

As highlighted by Bhoomi Ajugia at the summit, Sanchay CRM is more than a tool—it’s a strategic partner for MFDs and financial advisors who want to work smarter, build stronger client relationships, and scale their advisory business with confidence.

With its advisor-first features, automation capabilities, and personalized review workflows, Sanchay CRM truly redefines how modern financial practices operate.