Trusted & sharp
Banking, Finance & Fintech
Lending, investments and fintech — banking and financial-services AI for India.
Lending and credit, mutual fund and AMFI distribution, broking and SEBI compliance, wealth advisory, insurance distribution, NBFC and fintech, payments, AML and risk. Banking, Finance & Fintech on AiSevak brings 101 India-focused AI tools to that work — each output downloads as editable Word & PDF, from ₹99 incl. GST.
Lending & Credit Operations
9 tools
Loan Origination SOP
A clean application-to-disbursal process
₹99
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Credit Appraisal Framework
Assess borrowers objectively
₹99
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Credit Policy Builder
Document your lending rules
₹99
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Loan Documentation Checklist
Complete, enforceable loan documents
₹99
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Collections Strategy Builder
Recover dues fairly and effectively
₹99
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NPA Management Plan
Manage and resolve stressed assets
₹99
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Underwriting Checklist
Consistent, risk-aware underwriting
₹99
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Loan Restructuring Proposal
Structure viable restructuring for borrowers
₹99
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Credit Monitoring System
Catch problems before they become NPAs
₹99
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Mutual Fund & AMFI Distribution
8 tools
Mutual Fund Distributor Setup
Become an AMFI-registered MF distributor
₹99
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MF Client Onboarding Kit
Onboard investors smoothly and compliantly
₹99
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MF Recommendation Framework
Recommend funds suitably, not by commission
₹99
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Portfolio Review Report
Periodic reviews that add value
₹99
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AMFI / SEBI Distributor Compliance
Distribute funds within the rules
₹99
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Commission & Brokerage Tracker
Track trail and upfront commissions
₹99
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Fund Comparison Helper
Compare funds on the right parameters
₹99
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Investor Communication Templates
Keep investors calm and informed
₹99
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Stock Broking & SEBI Compliance
9 tools
Sub-Broker / AP Setup Guide
Start as an authorised person or sub-broker
₹99
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SEBI Compliance Checklist
Operate within securities regulations
₹99
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KYC & Account Opening SOP
Compliant, smooth client onboarding
₹99
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Risk Disclosure Document
Disclose market risks clearly
₹99
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Client Agreement (Broking)
Terms between broker and client
₹99
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Margin & Risk Policy
Manage client margin and risk exposure
₹99
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Grievance Redressal Framework
Resolve investor complaints compliantly
₹99
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Regulatory Audit Preparation
Be ready for exchange and SEBI audits
₹99
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Research & Advice Disclaimer Guide
Stay on the right side of RA/RIA rules
₹99
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Wealth & Financial Advisory
8 tools
Financial Plan Builder
A holistic financial plan for a client
₹99
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Goal-Based Planning Calculator
Plan and fund every life goal
₹99
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Risk Profiling Questionnaire
Assess client risk appetite properly
₹99
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Asset Allocation Advisor
Allocate across assets for goals and risk
₹99
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Investment Tax Planning
Tax-efficient investment structuring
₹99
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Estate & Succession Planning
Plan how wealth passes on
₹99
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RIA Registration & Compliance
Give advice legally as a registered adviser
₹99
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Advisory Client Review Kit
Periodic reviews that deepen trust
₹99
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Insurance Distribution
8 tools
Insurance Advisory Framework
Advise on insurance by need, not commission
₹99
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Policy Comparison Helper
Compare insurance plans on what matters
₹99
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Claim Assistance Guide
Help clients get claims paid
₹99
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IRDAI Distribution Compliance
Distribute insurance within the rules
₹99
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Policy Renewal Management
Keep policies in force and clients covered
₹99
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POSP / Agent Setup Guide
Start distributing insurance compliantly
₹99
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Insurance Proposal Writer
Clear proposals clients understand
₹99
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Insurance Product Training
Understand products to advise well
₹99
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NBFC & Fintech Operations
9 tools
NBFC Setup Guide
Understand what it takes to run an NBFC
₹99
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NBFC Compliance Checklist
Meet RBI prudential and reporting norms
₹99
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Digital Lending Compliance Guide
Lend digitally within RBI guidelines
₹99
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Fair Practices Code Builder
A borrower-fair code of conduct
₹99
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Co-Lending / Partnership Model
Structure co-lending and BC arrangements
₹99
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Fintech Partnership Agreement
Structure lender-fintech partnerships
₹99
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Loan Product Designer
Design a viable, compliant loan product
₹99
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Risk Management Framework
Manage credit, operational and market risk
₹99
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RBI Returns & Reporting Guide
File regulatory returns on time
₹99
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Payments & Digital Finance
8 tools
Payment Aggregator Guide
Understand PA/PG licensing and rules
₹99
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UPI & Payments Integration Guide
Integrate UPI and digital payments
₹99
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Merchant Onboarding SOP
Onboard merchants with proper KYC
₹99
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Payments Compliance Checklist
Operate payments within regulations
₹99
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Fraud Prevention Framework
Detect and prevent payment fraud
₹99
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Settlement & Reconciliation SOP
Reconcile transactions and settlements
₹99
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Chargeback & Dispute Management
Handle chargebacks and reduce losses
₹99
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Payment Gateway Selection
Pick the right payment partner
₹99
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Compliance, AML & Risk
9 tools
AML / KYC Policy Builder
A robust anti-money-laundering policy
₹99
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KYC & CDD SOP
Operationalise customer due diligence
₹99
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Suspicious Transaction Handling
Identify and report suspicious activity
₹99
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Regulatory Compliance Calendar
Never miss a regulatory filing
₹99
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Internal Audit Framework
Independent assurance over controls
₹99
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Data Security & IT Policy
Protect financial and customer data
₹99
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Outsourcing Policy
Outsource without losing control
₹99
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Compliance Risk Register
Track and manage compliance risks
₹99
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Regulatory Change Tracker
Stay ahead of RBI/SEBI/IRDAI changes
₹99
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Customer Acquisition & Marketing
9 tools
Lead Management System
Convert financial-services leads
₹99
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Financial Marketing Compliance
Advertise financial products lawfully
₹99
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Content Strategy Builder
Build trust with financial content
₹99
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Referral Program Designer
Grow through client referrals
₹99
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Social Content Planner
Compliant social content that builds authority
₹99
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Customer Onboarding Journey
A smooth, compliant onboarding experience
₹99
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Financial Literacy Content Kit
Educate customers and build trust
₹99
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Webinar / Seminar Plan
Acquire clients through education events
₹99
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Client Newsletter Builder
Stay top of mind with clients
₹99
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Finance & Business Operations
8 tools
BFSI Business Plan Builder
A plan for a financial-services venture
₹99
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BFSI Business P&L Builder
A clear P&L for your practice or firm
₹99
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BFSI GST & Tax Guide
GST on commissions, fees and services
₹99
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BFSI KPI Dashboard
Track the metrics that run the business
₹99
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Commission Reconciliation Tool
Ensure you are paid what you earned
₹99
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BFSI Business Case / Loan Note
A funding case for growth
₹99
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Fee & Pricing Strategy
Price advisory and services well
₹99
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Vendor & Partner Management
Manage tech and service partners
₹99
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HR & Advisor Management
8 tools
BFSI Hiring Kit
Hire advisors, RMs and ops staff
₹99
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Advisor / RM Training Program
Build knowledgeable, ethical advisors
₹99
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Certification & Licensing Guide
Know which certifications your team needs
₹99
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Sales Incentive Scheme
Reward sales without mis-selling
₹99
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Conduct & Ethics Policy
A conduct code for financial staff
₹99
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Performance Review Kit
Reviews that balance sales and quality
₹99
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Attendance & Leave Policy
A fair leave policy for your team
₹99
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Team Skill & Certification Matrix
Track skills, certifications and coverage
₹99
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Customer Service & Grievance
8 tools
Customer Service SOP
Responsive, compliant customer service
₹99
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Complaint Response Templates
Handle complaints professionally
₹99
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Grievance Redressal Policy
A compliant grievance mechanism
₹99
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Customer Feedback & NPS Survey
Measure satisfaction and trust
₹99
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Customer Retention Playbook
Reduce churn and grow relationships
₹99
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Online Review Response Writer
Protect reputation on public reviews
₹99
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Customer Service Charter
Publish clear service commitments
₹99
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Ombudsman & Escalation Guide
Guide customers to the right redressal
₹99
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