Top API, CRM and reKYC Firms in India’s Fintech Space

Top API, CRM and reKYC Firms in India’s Fintech Space

Introduction In the fast-evolving digital economy, businesses—especially in financial services—need more than just basic tools. From API integrations and CRM systems to KYC solutions and trading platforms, modern fintech infrastructure is built on reliable technology providers. Let’s take a closer look at the top API service providers in Delhi, cutting-edge CRM and support solutions, and

Introduction

In the fast-evolving digital economy, businesses—especially in financial services—need more than just basic tools. From API integrations and CRM systems to KYC solutions and trading platforms, modern fintech infrastructure is built on reliable technology providers.

Let’s take a closer look at the top API service providers in Delhi, cutting-edge CRM and support solutions, and India’s best rekyc solution and investment technology companies that are reshaping how businesses grow, engage, and comply.

Top API Service Providers in Delhi

API integration is the backbone of today’s financial automation. Whether you’re building a brokerage platform, a lending portal, or a customer support chatbot, Delhi has become a hub for API development and integration services.

Leading Services Include:

  • KYC & CKYC APIs (Aadhaar, PAN, CKYC fetch)
  • WhatsApp Business API integration
  • CRM + ERP syncing via API
  • Mutual Fund and trading APIs
  • eSign and document verification APIs

Finovo Tech, among others, is known for offering secure, scalable, and regulatory-compliant API solutions across the financial ecosystem.

API Integration Services in Delhi

API Integration Services are essential for businesses looking to automate onboarding, transactions, and compliance.

Whether it’s connecting customer support services in delhi your CRM with a KYC database or enabling WhatsApp chatbots to fetch client data, API integrators in Delhi are helping financial institutions:

  • Accelerate go-to-market
  • Reduce manual effort
  • Ensure compliance and data security

Customer Support Services in Delhi

In a service-first world, customer experience is everything. Top companies in Delhi offer AI-driven and human-assisted customer support platforms, including:

  • Live chat systems
  • WhatsApp bots for onboarding and reKYC
  • CRM-integrated ticketing
  • Chat + call + email automation

These platforms empower brokers, NBFCs, and fintech firms to deliver 24×7 support and reduce drop-offs in KYC or investment journeys.

Top CRM Solution Providers in Delhi

CRM

Image by: Yandex.com

A specialized CRM system for stockbrokers, mutual fund distributors, and RIAs is no longer optional. Top CRM providers in Delhi offer tools to:

  • Track client onboarding stages
  • Set reminders for SIPs or reKYC
  • Integrate with WhatsApp and email
  • Enable lead management and reporting

Custom fintech CRMs help financial advisors build lasting client relationships with automation, personalization, and actionable insights.

Customized Solutions in Delhi

No two financial firms are alike. That’s why many solution providers in Delhi offer custom-built platforms tailored to:

  • Brokerage firms
  • Mutual fund distributors
  • Wealth management startups
  • Lending and insurance portals

From onboarding dashboards to investor portals and custom APIs, these solutions ensure brand continuity and a smooth digital experience.

Trading App Development Company in Delhi

As more investors move online, demand is growing for intuitive, secure, and feature-rich trading apps.

Delhi-based trading app developers provide:

  • Custom stock and mutual fund trading apps
  • Broker APIs (Zerodha, 5Paisa, Angel One integration)
  • Real-time portfolio tracking
  • KYC and onboarding features
  • Push notifications and in-app support

Finovo Tech and other top CRM Solution Providers in Delhi firms are enabling brokers and wealth firms to launch custom trading platforms within weeks.

Investment Solutions Company in India

Investment platforms need seamless tech to handle:

  • SIP planning
  • Goal-based investing
  • Direct mutual fund execution
  • Tax-saving investment flows

Top investment solution companies in India offer tools like:

  • White-label MF investing platforms
  • Client dashboards and calculators
  • Advisor portals for tracking AUM
  • Embedded KYC & onboarding APIs

Mutual Fund Investment Plan in India

With rising investor awareness, India is seeing a boom in mutual fund investments. Businesses offering these plans are now adopting:

  • Paperless eKYC onboarding
  • SIP automation tools
  • Portfolio visualizations and alerts
  • Real-time NAV updates and transactions

Investors demand ease, trust, and speed—qualities only possible with modern tech platforms.

WhatsApp eKYC Online & Re-KYC

India’s favorite messaging app is now a powerful onboarding tool. With WhatsApp eKYC, clients can:

  • Submit PAN, Aadhaar, and photos
  • Complete KYC via chatbot flow
  • Get real-time updates and confirmations

This is especially popular for re-KYC updates. Finovo and similar providers offer WhatsApp KYC bots that integrate with CKYC and CRM systems.

One KYC Solution in India

Rather than juggling multiple KYC vendors, best kyc provider in delhicompanies are shifting to a “One KYC” solution a unified platform that handles:

  • New onboarding (eKYC, video KYC, Aadhaar XML)
  • Re-KYC reminders and flows
  • CKYC sync
  • AML and sanction checks
  • API plug-and-play integrations

Such platforms reduce friction, ensure compliance, and improve onboarding speed.

KYC & eKYC Solution for Stock Brokers

Stock brokers require robust and compliant KYC flows including:

  • Video KYC with IPV
  • Aadhaar XML and CKYC validation
  • Risk profiling and FATCA
  • Re-KYC triggers for inactive clients

Top KYC providers like Finovo in Delhi and Karza in Mumbai are delivering end-to-end onboarding experiences.

Best KYC Providers in Delhi & Mumbai

Here are some of the best-regarded KYC solution companies:

Delhi

  • Finovo Tech: Full-suite KYC, reKYC, WhatsApp onboarding, API integration
  • Signzy: Digital verification and video KYC
  • IDfy: Fraud and identity solutions

Mumbai

  • Karza Technologies: KYC, CKYC, and AML tools
  • Protean (NSDL e-Gov): CKYC registry and digital ID services

Innovative Investment Technology Companies

Investment tech, or “investech,” democratizes wealth creation. India boasts firms that cater to every investor type:

  • RoboWealth: Builds algorithm-driven portfolios based on age, goals, and risk appetite. Users answer a quick quiz and get a tailored plan—no human advisor needed.
  • FractionX: Lets users buy fractions of high-value stocks, like shares of blue-chip companies, with as little as ₹100. This lowers the entry barrier for new investors.
  • SocialTrade: A social trading app where users follow top traders and mirror their trades in real time. It blends investing with social engagement.
  • AltAsset India: Offers digital access to real-estate funds, peer-to-peer lending, and art-backed tokens. Investors can diversify beyond stocks and bonds.

These investment technology companies make markets more accessible and transparent. By cutting fees, providing clear dashboards, and offering educational content, they attract first-time investors and seasoned pros alike. As India’s economy grows, these players will shape how capital flows and how wealth builds.

Choosing the Right Partner for Your Business

With so many options, how do you pick the best provider? Here are a few tips:

  • Assess Your Needs: List must-have features—real-time data, language support, or social media integration.
  • Check Compliance: Ensure the provider follows RBI, SEBI, and data-privacy rules.
  • Test the API/SDK: Take advantage of free trials or sandboxes to verify ease of integration.
  • Review SLAs and Support: Look for guaranteed uptime, quick response times, and dedicated account managers.
  • Read Client Reviews: Past customer experiences often reveal real-world strengths and weaknesses.

By doing due diligence, you’ll find partners who align with your goals, budget, and timeline.

Conclusion

India’s fintech landscape is evolving fast. Delhi’s top API service providers fuel innovation by enabling seamless data exchange. Advanced CRM support solutions keep customer engagement smooth and efficient. Leading reKYC solution firms ensure compliance without friction. And cutting-edge investment technology companies open doors for every investor. Together, these players are reshaping how businesses grow, engage with clients, and meet regulations. As the ecosystem matures, partnerships between banks, startups, and tech vendors will deepen. For any company aiming to succeed in this digital era, choosing the right mix of these services is the key to lasting growth and customer trust.

Final Thoughts

From API integration to custom KYC flows, and from CRM platforms to investment tech, India’s fintech Investment solutions company in india ecosystem is thriving—led by innovative providers in Delhi and Mumbai.

To stay ahead, financial firms must adopt tech that is:

  • Fast
  • Compliant
  • Customizable
  • Scalable

Whether you’re launching a trading app or automating reKYC via WhatsApp, now is the time to partner with the right fintech technology provider.

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