For Financial Advisors & MFDs / RIAs
SEBI-grade records of advice. Auto-captured. WhatsApp-delivered.
SEBI's January 2025 circular requires Investment Advisers to maintain time-stamped call recordings of every advice call. Notewell captures, transcribes, and locks every call with a timestamp-backed PDF — then sends the advice recap to your client on WhatsApp. One tool. Full compliance. No extra work.
- ✓ Time-stamped transcript + SHA-256-locked PDF per call
- ✓ Portfolio-review chaser — rebalancing reminders auto-sent
- ✓ Per-client investment memory — every folio, SIP, and goal on file
- ✓ DPDP-grade client consent on record before every recording
₹0 forever · ₹499/mo Pro · GSTIN invoice · India-hosted · No credit card needed
Rajan & Partners — Financial Advisors
WhatsApp · just now
Portfolio review — Krishnamurthy R. · Jun 2026
Advice given
Rebalance equity allocation from 70% → 60% given risk profile change. Move ₹2L from mid-cap to large-cap over next 3 STP cycles.
Follow-up chaser set
STP execution: reminder in 30 days · Annual review: Sep 2026
Why advisors pick Notewell
Turn every advice call into a SEBI-grade record.
For AMFI-registered MFDs, SEBI-registered RIAs, and independent financial advisors across India.
SEBI-compliant time-stamped audit trail
Every call is recorded, transcribed, and locked into a SHA-256 PDF with an IST timestamp. Satisfies the SEBI Jan 2025 circular requirement for IAs to maintain call recordings with a "clear audit trail." Download and store, or share with clients directly.
Portfolio-review chaser — auto-sent
SIP anniversary, annual rebalancing, STP execution — set the next-review date in the call and Notewell sends a WhatsApp reminder to the client before it lapses. Never lose a renewal or a rebalancing cycle again.
Per-client investment memory
Before every portfolio call, Notewell shows you the client's folio list, past SIP recommendations, risk-profile notes, and open items from previous meetings. No opening 5 tabs. The context is already there.
AI disclosure — Notewell handles the framing
SEBI Jan 2025 requires IAs to disclose AI-tool use to clients. Notewell's onboarding flow includes the standard disclosure text you can drop into your engagement letter — so you're covered from day one.
WhatsApp advice recap — branded
Client gets a WhatsApp message within minutes: the key advice, the SIP/STP instructions, the next review date, and your firm name. Same message goes to their email. No typing, no copy-paste.
Works on any call — phone, Google Meet, in-person
MFD clients often call on mobile. Notewell captures phone calls via the in-app recorder (press record, put on speaker), Google Meet via the Chrome extension, and in-office meetings via mic. All capture modes, one tool.
Sample: annual portfolio review
What your client receives on WhatsApp.
Composite example — not from a real client call.
Annual review — Sundaram M. · NAV as of 10 Jun 2026
SEBI-grade PDFAdvice summary
Portfolio value ₹28.4L (XIRR 12.8%). Equity overweight by 8%. Recommended STP of ₹50k/mo into large-cap over 3 months. ELSS allocation reviewed — no change needed for FY27. NPS top-up suggested before Mar 2027.
Follow-up chasers set
- STP month 1 check-in: 10 Jul — WhatsApp reminder queued
- Annual review: Sep 2026 — calendar invite created
- NPS top-up reminder: Feb 2027
1 lakh+ AMFI-registered MFDs · SEBI RIAs across India
SEBI compliance sorted. Clients followed up. Automatically.
Every advice call generates a time-stamped, audit-grade record — and the client gets the recap on WhatsApp before the call ends. Your practice stays compliant without adding admin work.
₹0 forever · ₹499/mo Pro · GSTIN invoice · India-hosted · No credit card needed