Manually
Add name, phone and email while the client is sitting with you.
Run your entire client book from one screen.
Onboard, analyse, plan, transact and report for every client without juggling AMC portals and spreadsheets.
Total portfolio value₹91,00,815XIRR 18.4% across 42 active clients
Invested₹76,20,000Net contributions
Total gain+₹14,80,815Unrealised + realised
ClientPortfolio valueXIRRStatus
RSRohan SharmaMumbai
₹24,80,000+19.2%ActiveAPAnanya PatelAhmedabad
₹18,45,600+21.7%ActiveVKVikram KulkarniPune
₹15,90,215+16.8%ActiveMIMeera IyerBengaluru
₹12,05,000+17.5%Active01Acquire02Onboard03Analyse04Plan05Transact06Report
AMFI & SEBI-alignedBank-grade securityEasy migration via Change of BrokerHuman support
Your full client book in one view.
See every investor and lead in a searchable list. Search by name, email or phone, then act without leaving the row.
View clientAdd mandateCreate proposalSend link
ClientContactPortfolioActions
Aarav Sharmaaarav.sharma@example.com+91 90000 10001₹1,45,20,000
Priya Nairpriya.nair@example.com+91 90000 10002₹88,40,500
Rahul Vermarahul.verma@example.com+91 90000 10003₹62,15,750
Sneha Patelsneha.patel@example.com+91 90000 10004₹47,90,300
Arjun Mehtaarjun.mehta@example.com+91 90000 10005₹31,05,900
Guided KYC and digital onboarding, done in one sitting.
Complete it with the client or send a secure link. Every stage auto-saves and progress stays visible.
Verified onboarding14%
PAN Verification
PAN
ABCDE1234F
Name as per PAN
Rohan Sharma
Date of birth
14 Mar 1988
Status
Verified ✓
Add clients in seconds.
Choose the right route from one Add New Client action, then manage every record from one place.
Referral link
Let clients self-onboard under your ARN from a secure link.
Special accounts
Handle HUF and minor accounts with the correct fields and guardian flow.
Edit client details Bank accounts VerifiedNomineese-MandatesPersonal details
The daily hub for every client.
Open one profile for identity, KYC, goals, documents, holdings and reports. Deeper suites stay one click away.
Client CL-10482Rohan SharmaKYC completedrohan@email.com
Goals
Holdings
Reports
Risk
Documents
Profile
Give every client one workspace, with their whole picture a click away.Book a demo
Holdings with Saarthi IQ.
View value, invested amount and XIRR, then use clear benchmark-aware tags to focus each review.
SchemeValueXIRRSaarthi IQ
Parag Parikh Flexi CapEquity / invested ₹18,00,000₹24,80,000+22.4%Outperformer
ICICI Pru BluechipEquity / invested ₹12,00,000₹15,90,215+18.7%Steady Compounder
HDFC Balanced AdvantageHybrid / invested ₹10,00,000₹12,05,000+16.1%Steady Compounder
SBI Small CapEquity / invested ₹8,00,000₹11,20,600+24.9%Strong Contender
Kotak Corporate BondDebt / invested ₹6,00,000₹6,84,000+7.8%Steady Compounder
The entry point to your platform.
Onboard once. Client data moves into analysis, risk, reporting and business insights without re-keying.
Client ManagementLead to KYC-verified client
Portfolio Intelligence
Portfolio health, holdings & Saarthi IQ
Open suiteRisk Profiling
Capacity, suitability & behaviour
Open suiteBusiness Analytics
AUM & growth across your book
Reports
Statements generated from the record
From fragmented admin to one working system.
| Area | Manual process | With Dhan Saarthi |
|---|---|---|
| Leads | Notes, spreadsheets and memory | One pipeline, status-tagged and searchable |
| Onboarding | Forms, PDFs and branch visits | Guided digital flow, secure link, auto-saved |
| KYC | Scattered files, manual chasing | Per-client status, mapped to SEBI/AMFI |
| Client data | Generic CRM / contacts | Folio-linked, MFD-specific record |
| Documents & reports | Email, WhatsApp, local drive | Generated from one workspace |
Less admin. Fewer rejected transactions. More time with clients.
Your clients' data, handled with care.
KYC documents, bank details and financial profiles are protected with bank-grade security and clear data-handling practices.
See it on your own book.
Bring leads, clients and onboarding into one workspace, then see every connected workflow come alive.
Frequently asked questions.
The short, honest answers — no sales call required.
What is Client Management in Dhan Saarthi?
The entry stage for lead capture, an MFD-specific CRM, digital onboarding and KYC tracking, in one workspace.
Does this replace my current CRM or work alongside it?
It replaces a generic contact CRM. It tracks folio-linked holdings, KYC, portfolio value, bank accounts, nominees and mandates.
How does digital onboarding work end-to-end?
Guided and auto-saving: PAN, address, FATCA, nominee, bank, e-log, UCC. Complete it or send a secure link, with live progress plus revoke and refresh.
How is KYC tracked, and is it compliant?
Per client, mapped to SEBI/AMFI (PAN, FATCA, UCC, e-log), with status visible at a glance.
What does the Client Workspace look like day-to-day?
One record per client, with a header plus goals, documents, holdings and reports. Deeper suites open from inside.
How does this connect to the rest of the platform?
Onboard once here; data flows to Portfolio Intelligence, Risk Profiling, Business Analytics and Reports.
Can I manage bank accounts, nominees and mandates?
Yes, all of them from Edit Client Details.
What do I do next?
Book a demo or start free.
Pick a slot — see Dhan Saarthi live.
20 minutes, no slides — just the product on your own data.