Sanchay CRM: Announces Strategic Collaboration with AdvisorKhoj to Empower Mutual Fund Distributors with Seamless Portfolio Insights
Sanchay CRM, a leading customer relationship platform for Mutual Fund Distributors (MFDs), today announced a strategic collaboration with AdvisorKhoj, one of India’s most trusted Mutual Fund research and Backoffice Software Platform. This partnership aims to deliver deeper client insights, automated data synchronisation, and a superior advisory experience for thousands of MFDs across India.
Through this collaboration, Sanchay CRM users will now be able to automatically sync client portfolios, AUM, SIP data, redemptions and SIP alerts directly from the AdvisorKhoj platform, eliminating manual work and unlocking a comprehensive 360 – degree view of every client’s investment journey.
Transforming the Way MFDs Manage Client Relationships
The integration combines the strengths of both platforms:
AdvisorKhoj: Known for accurate, real-time Mutual Fund data, Backoffice Software, portfolio analytics, and research tools.
Sanchay CRM: Purpose-built to help advisors deliver timely reviews, proactive servicing, and organised client engagement through automation and actionable insights.
Together, they create an ecosystem where MFDs can focus more on advising and less on managing data.
Leadership Speaks
We are excited to integrate with Sanchay CRM, a platform trusted by distributors nationwide. Together, we are making high-quality data accessible inside an advisory workflow where it can create real impact. This partnership will empower MFDs to make more informed decisions and build long-lasting client relationships.
Pradip Chakrabarty
Key Capabilities of the Integration
The integration strengthens Sanchay CRM’s position as India’s only customer relationship management solution built specifically for MFDs.
The Sanchay CRM × AdvisorKhoj integration is now available to all existing and new Sanchay CRM users. Key Capabilities:
Daily AUM Synchronisation – Real-time updates of client holdings and asset values, ensuring you always have clean, reliable data to work with.
Automatic Client & Family Mapping – Import family-level and individual-level records effortlessly. No manual entries, no spreadsheets.
Failed Transaction Intelligence & Redemption Sync – Failed SIPs or rejected transactions flow directly into CRM with reasons. RMs are alerted instantly to take proactive action and protect investor confidence.
No Manual Imports Required – Fully automated backend sync for data accuracy and time savings.
Churn Prevention via Broker Change Alerts – If a client moves to another ARN, Sanchay immediately notifies the RM—giving you a critical window to reach out and retain the relationship.
This gives MFDs the ability to conduct better review meetings, offer deeper insights, reduce errors, and enhance client trust.
How This Collaboration Benefits Distributors
As part of this collaboration, Sanchay CRM is extending an exclusive benefit to all AdvisorKhoj customers — a 20% discount on CRM subscriptions for the first two years, along with the integration set-up at no additional cost.
In the spirit of truly collaborative partnership, an attractive discount is being offered by AdvisorKhoj for a for its MFBOX Backoffice platform
About Sanchay CRM
Sanchay CRM is a specialised client engagement and practice management platform built for Mutual Fund Distributors, Wealth Managers, and Financial Advisors. With features like portfolio review automation, task workflows, document management, and investor communication tools, Sanchay helps advisors scale efficiently while delivering world-class service.
Sanchay CRM, Powered By Enjay IT Solutions Ltd.
About AdvisorKhoj
AdvisorKhoj is one of India’s leading Mutual Fund research, Backoffice Software and analytics platforms, trusted by investors and distributors for accurate data, portfolio tools, and industry insights. The platform powers decision-making for thousands of intermediaries across the country.
Our mission has always been to simplify the life of distributors by giving them tools that save time, reduce effort, and elevate client experience. The AdvisorKhoj collaboration is a step towards deeper intelligence and automation. It will help every MFD run a more organised and insight-driven practice
Limesh Parekh CEO, Enjay IT Solutions Ltd.