Your advisor identity
A branded public office profile and enquiry link that you can share with customers.
TECHNIAI · DIGITAL ADVISOR OFFICE
Intelligence Behind Every Connection.
Your Digital Advisor Office. Built for stronger customer relationships.
Bring your advisor identity, enquiries and customer work into one focused digital workspace.
PresentConnectUnderstandFollow up
YOUR DIGITAL ADVISOR OFFICE
One place for the relationships that matter.
Practical tools for advisors to present their work, respond to enquiries and keep customer context organised.
Enquiries and CRM
Receive enquiries in your own workspace and manage customer records and follow-ups.
Need Analysis
Guide customer conversations with advisor-led needs assessments.
Private Policy Vault
Keep customer-approved policy uploads in private, advisor-isolated storage.
Stay connected
Use customer-consented communication records and manual follow-up templates.
Know your allowance
Review your membership status and monthly usage in the advisor office.
PLATFORM SPECIFICATIONS
Built with room to grow.
150active CRM customers
30Need Analyses per monthly cycle
30policy uploads per monthly cycle
Monthly allowance cycles also apply to annual memberships.
FOUNDING ADVISOR MEMBERSHIP
A clear start for your digital office.
Choose a membership that fits your practice. Access activates only after checkout and payment verification.
₹999 / month
Recurring membership with monthly allowance cycles.
₹10,999 / year
One annual payment with monthly allowance cycles.
Registration is available. Payment checkout is TEST-only at present; no live collection or paid activation is claimed on this page.
GETTING STARTED
From introduction to your office.
- Create your advisor account
- Complete your advisor profile
- Complete membership checkout and verification when available
- Access your Digital Advisor Office
YOUR NEXT CONNECTION