India's Premier
Omni CRM
Built for Mutual Fund, Insurance, and Equity Investment professionals. Track leads, manage clients, automate renewals, and deliver superior service - all from one unified platform.
Transforming Client Engagement for Financial Advisors
Track leads, manage client interactions, and deliver proactive service with reminders, notifications, and structured workflows - built for India's financial professionals.
Everything You Need
To Strengthen Client Relationships
Unified Client Database
A single repository of all your client information - organized, searchable, and always up-to-date.
Smart Lead Tracking
Stage-based lead lifecycle with automated follow-ups to maximize conversions efficiently.
Real-Time Alerts
Instant reminders for meetings, renewals, SIP dates and key client actions.
Efficient Query Resolution
Track client issues with structured workflows ensuring timely support.
Insightful Analytics
Dashboards revealing lead performance, behavior insights & advisor productivity.
Multi-Channel Access
Use Nivesta on mobile, tablet, or desktop for anywhere-anytime productivity.
Easily Record Sales.
Automate Renewals. Serve Better.
Capture transactions for every financial product you sell, track renewal cycles, and deliver timely services without missing a beat.
Mutual Fund Investments
Log SIPs, lump sums, and folio details. Track commitments and portfolio growth effortlessly.
Equity Sales
Maintain complete equity transaction history linked to each customer.
Motor Insurance (2W & 4W)
Log new policies with insurer details, premium, and tenure. Nivesta manages renewals automatically.
Health Insurance
Track individual, family, and senior citizen health plans with automated follow-ups.
Trusted by Growth-Focused Advisors Across India
Thousands of financial advisors - mutual funds, insurance, and equity distributors - use Nivesta to stay organized, improve renewals, and deliver exceptional client service.
Join a growing network of advisors using Nivesta to professionalize their operations.
Ready to Take Control of Your Client Relationships?
Try Nivesta today - the CRM built to accelerate financial services. Strengthen relationships, improve renewals, and grow smarter.
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