“Who did I miss?”
No way to see which client hasn't heard from you in eight months — until they leave.
Know who to call today.
GrowOn is a CRM built for Indian mutual fund distributors and wealth planners. It keeps your whole book in one place, tells you which client is overdue a call or a review, and runs under your own brand.
Built with a working advisory practice. Made in India, for Indian advisors.
Sample data
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.
“Where is that file?”
Client details, meeting notes and documents spread across sheets, chats and folders.
“Am I actually growing?”
No clear view of AUM, SIP, brokerage or which relationships are worth the most.
How it works
One daily list. Everything else follows.
GrowOn watches your book so you don't have to remember it.
- 1
Bring in your book
Import clients, AUM, SIP and brokerage from the sheets you already keep.
- 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.
Worst-first. Red and pink clients always surface to the top. (Sample data)
What's inside
Everything a practice actually needs
Leads pipeline
Track prospects from first contact to first investment, with follow-up dates that don't slip.
Client servicing
Tier-based call and meeting cadence, with a clear red/amber/green status on every client.
Onboarding checklist
A step-by-step path from "met" to "invested", so nothing is half-finished.
Meetings & discussions
Meeting history, outcomes, action items and voice-note tracking against each client.
Reports
Over twenty reports covering servicing, pipeline, brokerage, capital gains and compliance. All exportable.
Team tasks
Start-of-day and end-of-day checklists, weekly and monthly routines, with compliance tracking per person.
Financial plans & calculators
Goal planning, retirement, SIP, step-up and SWP — producing a client-ready PDF under your firm's name.
Alerts
Policy renewals, overdue servicing and stalled onboarding, surfaced before they become a problem.
Sample data
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, your colours and your logo run through the whole app — and onto every document your client receives. Financial plans, calculator hand-outs and review reports all go out under your letterhead.
And it bends to how you work. Rename your tiers, change how often each is serviced, add the fields you care about, switch off what you don't use. You shouldn't have to change your practice to fit software.
GGrowOn
YYour Firm
Same app, your brand. Sample data.
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 fifty-person, multi-branch firm. If you advise clients and manage relationships, GrowOn fits — these are just the common starting points.
Solo advisors
Your whole book moves out of Excel into one system you actually keep up with.
Small teams
Two to twenty people, each with their own clients, tasks and access level.
Multi-branch firms
Layered roles and reporting that hold up as headcount and branches grow.
Planners and RIAs
Fields, stages and product types configured around advice, not just distribution.
Multi-product advisors
Mutual funds, insurance, bonds and PMS — renewals and servicing in one place.
Partner networks
Sub-brokers and associates under your brand, each book visible in one view.
Quick answers
Sample data
Proof
Built with a practice, not in a vacuum
GrowOn wasn't designed from a wishlist. It was built alongside a working mutual fund distribution and financial planning practice — modelled on how a real advisory day actually runs, and shaped by daily use rather than guesswork. Every screen exists because someone needed it to do their job.
We're early, and we look after our early customers
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.
FAQ
Questions advisors ask
Anything else, message us on WhatsApp — you'll reach a person.
Let's have a look at your practice
Send us a message and we'll walk you through GrowOn — no slides, just the product.
+91 95383 29793