eKYC & CRM Solutions
SEBI-compliant, automated KYC & eSign solutions with integrated CRM for Investment Advisors and Research Analysts
Key Highlights
Comprehensive SEBI-ready solutions designed for modern financial professionals
Automated KYC & eSign
Real-time KRA & CKYCRR uploads — fully regulation-ready with seamless integration
Frictionless Onboarding
Streamlined process for clients and teams with intuitive user experience
SEBI-Compliant Solution
Audit-ready from day one with complete regulatory compliance
Integrated Payments
Smooth client transactions with secure payment gateway integration
Automatic Audit Logging
Complete timestamps, IPs, and document tracking at every step
Agentic AI & Chatbot
For operations, compliance, and promotional activities automation
Optional Add-ons
Auto invoice generator & full-featured CRM at low cost
WCAG Accessibility Compliance
Pre-assessment report and optimization available on demand
Affordable & Negotiable Pricing
Transparent pricing designed for financial professionals
Per Client KYC
- eKYC Process
- All PDF ESign
- MITC Integration
- KRA Integration
Individual RA/RIA
- Complete Setup
- SEBI Compliance
- Full Integration
- Support Included
Corporate/Firm
- Enterprise Setup
- Multi-user Access
- Advanced Features
- Priority Support
CRM Solution for Investment Advisors
- Up to 1000 clients
- Client management system
- Auto invoice generator
- Basket management system
NRI eKYC available – Contact us for custom quotation
Get Custom QuoteAdvisory Board - Our Strength
Guided by experienced professionals from finance, banking, and technology
Mr. Alok Bansal
Co-Founder & Vice Chairman, PB Fintech (Policybazaar)
Mr. Ajay Kumar Surana
Ex Director, Moody's Analytics
Mr. Dinesh Arora
Ex GM, Dena Bank
Mr. Amit Tygi
Associate Director, Indian School of Business
Mr. Sorabh Agarwal
Co-Founder AngelBay, Ex Crisil AVP
Mr. Aditya Arora
CEO, FAAD Network Pvt. Ltd.
Message from the Founding Team
Trusted platform backed by IIT Kanpur SIIC, Tenity Singapore VC, and winners of multiple fintech challenges
Subir Singh
Founder & Compliance Officer
- Financial Market Professional
- IIT Kanpur SIIC Fellowship Researcher
- Innovator of Portfolio Risk Mitigation Technology (AI + Tokenization)
- TIDE 2.0 EIR, MeitY Govt. of India
- Patent Applied
Dr. Sheetal Maurya
Head of Research / Economist
- Ex-Assistant Professor, Lady Shri Ram College (University of Delhi)
- Ph.D. in Finance, Delhi School of Economics
- Research Scholar, Dept. of Commerce (DSE)
- Author of several finance & econometrics papers
- CFA (US) Candidate
"We, the founding team of PredictRAM, are excited to bring you a trusted platform backed by IIT Kanpur SIIC, Tenity Singapore VC, and winners of multiple fintech challenges. Our mission is to deliver SEBI-ready, affordable technology solutions built by professionals, for professionals."
📚 Comprehensive Documentation
Complete guides, API documentation, and integration resources for seamless implementation
eKYC Implementation Guide
- KRA Integration Setup
- CKYCRR Upload Process
- eSign Integration Guide
- SEBI Compliance Checklist
- Audit Trail Configuration
CRM Platform Guide
- Client Onboarding Workflows
- Portfolio Management Setup
- Invoice Generation System
- Communication Templates
- Reporting & Analytics
API & Integration
- RESTful API Endpoints
- Webhook Configuration
- Authentication Methods
- Rate Limiting & Security
- SDK & Code Examples
Regulatory Compliance
- SEBI Registration Requirements
- KYC Compliance Framework
- Data Protection & Privacy
- Audit Trail Maintenance
- Regulatory Reporting
Training & Support
- Video Tutorials & Walkthroughs
- Live Training Sessions
- 24/7 Technical Support
- Implementation Assistance
- Ongoing Platform Updates
📋 Quick Start Checklist
Follow our step-by-step implementation guide to get your eKYC and CRM system up and running within 24 hours.
Ready to Get Started?
Join hundreds of financial professionals who trust PredictRAM for their eKYC and CRM needs