Sanchay CRM announces Strategic Collaboration with Edunfinpact Labs Pvt. Ltd. to Bridge Financial Education and Advisor Technology in India.
With a shared objective of strengthening India’s financial advisory ecosystem, Sanchay CRM and Edufinpact Labs Pvt. Ltd. have come together to collaborate on training, outreach, and technology enablement for Mutual Fund Distributors and IFAs. The collaboration brings together Edufinpact’s expertise in financial education and certification with Sanchay CRM’s practical, process-driven approach to managing advisory businesses.
Through podcasts, seminars, college engagements, and cross-promotion initiatives, the association aims to help financial professionals build stronger careers while running more organised, scalable practices.
Leadership Speaks
Our focus has always been on making finance practical, relevant, and career-ready. This collaboration with Sanchay CRM helps financial professionals apply strong financial knowledge within well-structured advisory practices, supported by the right tools and processes.
Himanshu M.CFP®
Key Capabilities of the Integration
This collaboration strengthens Sanchay CRM’s role beyond technology—by extending into education, awareness, and ecosystem building for MFDs and IFAs.
The Sanchay CRM × Edufinpact Labs Pvt. Ltd. collaboration is focused on combining advisory education with practical business systems.
Podcast-Led Industry Awareness
Podcasts under the Sanchay Talks series will feature discussions on real-world advisory challenges, CRM adoption, practice management, and the role of CFP certification in building long-term, professional advisory careers.
Joint Seminars & Webinars
Both organisations will conduct on-ground seminars and online webinars, bringing together Edufinpact’s training expertise with the Sanchay Playbook and Sanchay CRM’s technology insights.
College & Institutional Engagements
Collaborative sessions in colleges and institutions will expose students and aspiring professionals to practical financial education, real advisory workflows, and industry-ready digital tools.
Two-Way Lead & Opportunity Flow
Interested CFP aspirants will be referred to Edufinpact Labs, while MFDs and IFAs looking to professionalise their advisory practices will be introduced to Sanchay CRM—creating mutual growth opportunities.
How This Collaboration Benefits Distributors
Sanchay CRM will support this initiative by providing its advisor-focused technology and business frameworks, helping distributors apply financial knowledge within organised, scalable practices.
Edufinpact Labs will support this initiative through its training programs and advisor networks, strengthening the link between financial education and practice-management technology.
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, Lead management and IAP management, Sanchay helps advisors scale efficiently while delivering world-class service.
Sanchay CRM, Powered By Enjay IT Solutions Ltd.
About Edufinpact Labs Pvt. Ltd.
Edufinpact Labs Pvt. Ltd. is a financial training organisation focused on creating industry-ready finance professionals. Founded in 2018 as Infinite Financial Academy and incorporated in 2022, it is an approved Premium Education Partner for CFP® certification in India and offers practical programs across CFP, CFA, NISM, stock markets, and BFSI careers. Edufinpact is committed to advancing financial literacy and employability across India.
Our mission has always been to simplify the life of distributors by giving them tools that save time, reduce effort, and elevate client experience. Our collaboration with Edufinpact helps extend that impact through structured education and industry-ready skills.
Limesh Parekh CEO, Enjay IT Solutions Ltd.