Every client, every family member, every goal in one book.
Client Book replaces the register, the Excel sheet and the WhatsApp search. Each household sits on one card with its members, goals, risk profile, KYC status, nominee details and the full history of your conversations.
Client Book
1,180 clients · 412 households
Yadav family
4 members · College fees 2029
ModerateKYC ValidatedRajesh Singh
2 members · Retirement 2034
AggressiveKYC ValidatedFatima Ansari
3 members · Home down payment 2027
ConservativeKYC PendingMishra family
5 members · Wedding 2028
ModerateKYC ValidatedAnil Gupta
1 member · Retirement 2031
ModerateKYC On hold
Household
Yadav family
Sunita Yadav
Primary · Moderate
Ramesh Yadav
Spouse · Moderate
Priya Yadav
Daughter · Minor
Priya's college fees
₹11.5 L of ₹18 L · 2029
What it does
Everything Client Book keeps in order.
Household view
Group spouses, parents and children under one family. See combined holdings and every member's goals without switching records.
Goals with dates
Record goals such as a daughter's college fees in 2029 or retirement at 58, with target amount and the holdings mapped to each goal.
Risk profile on the card
The latest risk profile, its date and the questionnaire answers sit on the client card, with a reminder when it is due for review.
KYC and nominee status
KYC validated, on hold or pending, plus FATCA and nomination status for each folio, so incomplete records surface before a transaction fails.
Conversation log
Calls, meetings and WhatsApp notes logged against the client with date and advisor, so anyone in the team can pick up the thread.
Segments that matter
Tag clients by city, life stage, goal horizon or source. Build call lists such as all clients with goals inside three years.
How it works
A routine your whole team can follow.
- 01
Import your book
Upload client lists from Excel or your back office export. Bullsera matches PAN and families automatically and flags duplicates.
- 02
Complete the profile
Add goals, risk profile and nominee details. Missing fields show as a short checklist on each card.
- 03
Log every touchpoint
Record calls and meetings in a few taps from the laptop or phone, with the next follow-up date.
- 04
Review on schedule
Annual reviews and risk profile refreshes appear in your daily list, so no household is left untouched for a year.
Can I import clients from my current back office?
Yes. Bullsera accepts Excel and CSV exports. The import screen maps your columns, matches PAN numbers and groups family members before anything is saved.
Can a client belong to more than one family?
A client belongs to one household, but you can link related households, for example a married son's family and his parents' family.
Who in my team can see a client?
Access is set per advisor. Relationship managers see their assigned clients, while the practice owner sees the full book.