Client onboarding software for SEBI advisers takes a new client through KYC (PAN and Aadhaar), risk profiling, an e-signed agreement and payment in one online session, and stores each step with a timestamp for inspection. AlphaQuark does this and adds the client straight into its CRM, model portfolios and broker execution.
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| Steps covered | KYC (PAN, Aadhaar), risk profiling, e-signed agreement, plan choice, payment |
|---|---|
| Records | Every step stored with an immutable timestamp |
| After onboarding | Client appears in the CRM and can link a broker from 14 supported |
| Setup pricing | ₹99,000 onboarding to the AlphaQuark app, or ₹3,00,000 for a white-labelled app, plus the applicable recurring revenue share/minimum |
Client onboarding is one of the most time-consuming parts of running a SEBI-registered advisory practice. Traditional onboarding involves collecting physical KYC documents, manually verifying PAN and Aadhaar details, printing and signing subscriber agreements, setting up payment collection, and documenting risk assessments — a process that can take days per client. AlphaQuark client onboarding software automates this entire workflow digitally. New subscribers complete KYC verification online with Aadhaar and PAN validation, fill out risk profiling questionnaires that classify their risk appetite, sign electronic subscriber agreements, choose their subscription plan, and make payment — all in a single session. The platform stores all onboarding documentation with immutable timestamps for SEBI compliance. Every signed agreement, risk assessment, KYC verification, and consent record is maintained in the audit trail. Advisors can track onboarding status for all pending and completed clients from a centralized dashboard. For practices managing hundreds of subscribers, batch onboarding features and automated follow-up reminders ensure no client falls through the cracks. The onboarding system integrates directly with AlphaQuark CRM, so new clients immediately appear in your subscriber management system with all their documentation linked.
Clients complete KYC verification online with Aadhaar and PAN validation. The platform verifies identity documents digitally, eliminating the need for physical document collection. All verification records are stored with timestamps for SEBI inspection readiness.
Automated risk profiling questionnaires classify client risk appetite before they receive recommendations. Electronic subscriber agreements with digital signatures replace printed paperwork. All documents are stored immutably in the compliance audit trail.
Integrated payment collection supports subscription plans with automated invoicing. Clients choose their plan, make payment, and are immediately activated. Renewal reminders and payment tracking are handled automatically.
Every onboarding step is documented with immutable timestamps — KYC verification, risk assessment, agreement signing, consent capture, and payment receipt. Complete audit trail ensures SEBI inspection readiness at all times.
For SEBI RAs and RIAs, pick software that completes KYC, risk profiling, e-sign and payment in one session and keeps time-stamped records. AlphaQuark does this and connects onboarding to model portfolios and execution across 14 brokers.
Yes. Clients complete the risk profiling questionnaire during onboarding, before they receive recommendations, and the result is stored in the audit trail.