Clients and what they pay
Each client with the recurring amount you track for them and how often it repeats.
Software for financial advisors and mutual fund distributors
RenewPe helps financial advisors, mutual fund distributors and insurance agents keep clients and the recurring amounts they need to be reminded about, such as premiums or advisory fees, in one place, and remind them on WhatsApp. It tracks reminders and payments you record; it does not manage investments.
- One-tap WhatsApp reminders
- Works on your phone
- Free trial, no card
What it is for
A simple client and reminder system for an advisor with a growing book
Due and overdue
See who needs a reminder this month.
WhatsApp reminders
Pre-written, from your own number, in one tap.
Where it stops
What RenewPe does not do
No portfolio or NAV tracking
RenewPe does not hold investments, folios or fund data.
No commission tracking
It does not calculate brokerage or payouts.
No advice
It does not give investment or insurance advice.
Frequently asked questions
Can a mutual fund distributor use RenewPe?
Yes, to keep clients and the recurring amounts or fees you remind them about, and to send WhatsApp reminders. RenewPe does not track investments, folios or commissions.
Does RenewPe track SIPs or fund performance?
No. It is a client and reminder tool, not a portfolio or investment tracker.
Is it suitable for a solo advisor?
Yes. It runs in a phone browser and has a flat price per account, so a solo advisor is not paying per user.
How much does it cost?
Starter is ₹499 a month and Pro is ₹1,999 a month per account, after a free trial with no card.