Sanchay CRM Announces Strategic Collaboration with MIDASX to Deliver Real-Time, 360° Client Insights for Financial Advisors
Gujarat, India — Sanchay CRM, India’s purpose-built Client Relationship Management platform for Mutual Fund Distributors (MFDs), has announced an integration with MIDASX, one of India’s fastest-growing multi-asset wealth-tech platforms. This partnership brings unprecedented visibility, efficiency, and intelligence to financial advisors by syncing every major client investment and profile detail into Sanchay CRM automatically.
Together, Sanchay CRM and MIDASX aim to help MFDs scale their businesses through unified data, proactive insights, and seamless relationship management.
Leadership Speaks
With MIDASX, we’ve built an open-architecture, B2B2C multi-asset distribution ecosystem designed to simplify and elevate advisory through intelligent data and AI. By integrating with Sanchay CRM, intermediaries can build powerful workflows, automate engagement, and unlock deeper client insights on top of our unified data infrastructure. Together, we empower MFDs to deliver a seamless, consistent, and high-quality client experience.
Aakash Bansal
Key Capabilities of the Integration
Bring Everything Under One Roof
No more scattered reports or manual Excel tracking. All investment categories — MF, PMS, FD, Insurance — update in CRM automatically.
Proactive Relationship Management
Sanchay triggers smart reminders for SIP renewals, FD maturities, insurance premiums, and portfolio review meetings — ensuring no engagement opportunity is missed.
Smarter Client Segmentation
Use real-time AUM, product mix, age category, or risk profile to design targeted campaigns, client journeys, and advisory strategies.
Advisory with Context
With a true 360° view, every conversation becomes meaningful and data-backed — leading to improved client experience and longer relationships.
Smarter, Data-Driven Servicing
Daily AUM updates, SIP status, insurance values, and deposit amounts help RMs prioritise high-value clients and personalise every interaction.
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 MIDASX customers — a 20% discount on CRM subscriptions for the first two years, along with the integration set-up at Zero additional cost.
For MIDASX Pro & Enterprise versions users, MIDASX will be offering the Sanchay CRM Integration as a feature at no additional annual cost.
*One-time activation cost of INR 5,000/- will be applicable to MFD using MIDASX PRO version .
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 MIDASX
MIDASX by Vijya Fintech, is a next-gen wealth-tech company, its an open-architecture, B2B2C multi-asset marketplace. The platform is building India’s first AI-driven distribution system, integrating tools like Portfolio Health Scoring and Predictive Analytics to empower financial advisors with deeper insights.
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 integration with MIDASX brings MFDs one step closer to the future of advisory — with unified data and automated workflows
Limesh Parekh CEO, Enjay IT Solutions Ltd.