Risk profiling is mandatory under SEBI regulations, yet it is often manual,time-consuming, and fragmented.

With Sanchay CRM, you can centralize all client risk profiles in one place, with standardized questions, accurate scoring, and complete historical records linked to each client and family. Risk profiles can be collected quickly through WhatsApp, ensuring timely responses without repeated follow-ups. Automated alerts and reports help you identify pending risk profiles, stay audit-ready at all times, and make confident, compliant investment recommendations—while delivering a seamless, professional experience that strengthens client trust.