In today’s digital economy, Know Your Customer (KYC) and Re-KYC are not just compliance requirements — they are the backbone of seamless customer onboarding and engagement. Whether you’re a stockbroker, mutual fund distributor, NBFC, or wealth advisor, having the right KYC infrastructure ensures both trust and scalability.
With rising digital adoption, fintech companies and financial institutions are looking for integrated, real-time, and paperless solutions to handle everything from eKYC and WhatsApp-based reKYC to API integration and CRM automation.
Let’s explore the top solutions, ekyc solution services, and providers reshaping digital identity and onboarding in 2025.
What Is a KYC & Re-KYC Solution?
- KYC (Know Your Customer) is the process of verifying a customer’s identity, commonly using Aadhaar, PAN, or CKYC.
- Re-KYC is the periodic update of KYC details, mandated by regulators like SEBI and RBI to prevent outdated or fraudulent records.
Rise of WhatsApp Re-KYC & eKYC Online
As WhatsApp becomes a mainstream communication tool, WhatsApp-based Re-KYC has emerged as a game-changer.
Benefits:
- PAN & Aadhaar document collection via chat
- Face match and selfie submission
- eSign and OTP-based consent
- Instant CKYC validation
- Real-time KYC status updates
Companies like Finovo Tech in Delhi are pioneering secure, API-integrated WhatsApp onboarding tools for mutual fund houses, brokers, and NBFCs.
Re-KYC Services in Delhi: Leading the Charge
Delhi has become a fintech hotspot offering cutting-edge Re-KYC services for:
- Mutual fund distributors
- Investment advisors
- Loan companies
- Stock brokers
Top API Integration services in delhi solutions include:
- Video KYC
- WhatsApp re-verification
- API-first onboarding journeys
- CKYC syncing
API Integration Services in Delhi
Modern fintech runs on APIs. Whether it’s onboarding, verification, or transactions, API Integration Services in Delhi allow seamless connectivity between KYC modules, CRM, trading platforms, and communication tools.
Common APIs:
- Aadhaar & PAN verification
- WhatsApp API
- CRM Sync (Zoho, Salesforce)
- Trading APIs (Zerodha, Upstox)
- CKYC registry APIs
Top API service providers in Delhi, like Finovo Tech, ensure scalable, secure, and regulatory-compliant integrations.
CRM & Customer Support Solutions in Delhi
Alongside KYC, delivering exceptional client experience is critical. That’s why many stock brokers and wealth advisors use:
- CRM systems tailored for financial services
- Automated reminders for re-KYC
- Customer support ticketing + chat integration
- Real-time dashboards for onboarding status
now offer plug-and-play integration with WhatsApp, email, IVR, and even video KYC modules.
Customized Fintech Solutions in Delhi
Not every business fits a template — that’s where customized solutions come in. Fintech builders like Finovo Tech provide:
- Branded investor portals
- Broker and distributor dashboards
- Embedded onboarding journeys
- API marketplaces for trading, MF, and KYC
If you’re building a Top crm providers in Delhi unique fintech product, working with a custom dev team in Delhi ensures compliance and personalization.
Trading App Development Company in Delhi
Looking to build a stock trading or investment app?
Top companies in Delhi provide:
- Real-time market data integration
- Broker API connections
- Secure onboarding with eKYC
- User dashboards with portfolio insights
- SIP modules & transaction reporting
Platforms are tailored for:
- Stock brokers
- Wealth advisors
- Retail fintech startups
- NBFCs & PMS firms
Investment Solutions & Mutual Fund Platforms in India
India’s investment ecosystem is growing rapidly, with increased demand for:
- SIP-based investing
- Direct mutual fund platforms
- Tax-saving investment planners
- Goal-based investing portals
Investment solution company in India, like Finovo, combine user experience with regulatory compliance for:
- Distributors
- RIAs
- AMC partners
One KYC Solution in India: A Unified Approach
Managing KYC across multiple systems is inefficient. That’s why many institutions are now shifting to a One KYC solution — a unified, reusable identity layer with:
- CKYC
- Aadhaar & PAN API
- Re-KYC tracking
- Video verification and eSign workflows
This is especially useful for:
- Stock brokers
- Mutual fund platforms
- Insurance providers
- Loan apps
KYC & eKYC for Stock Brokers
Stock brokers require:
- SEBI-compliant Video KYC with IPV
- Aadhaar XML fetch
- CKYC fetch & sync
- KRA upload
- Re-KYC alerts & automation
Providers like Finovo in Delhi and One KYC solution in Mumbai offer scalable KYC platforms tailored to the brokerage ecosystem.
Best KYC Providers in Delhi & Mumbai
Top KYC Providers in Delhi:
- Finovo Tech – Full-stack KYC, re-KYC, API & CRM services
- Signzy – Video KYC & onboarding tools
- Digio – eSign and Aadhaar-based solutions
Best KYC Providers in Mumbai:
- Karza Technologies – CKYC, AML, data enrichment
- Protean (NSDL eGov) – CKYC registry and PAN-based KYC
- IDfy – Risk, fraud, and identity checks
Final Thoughts
Whether you’re a startup building your first trading app, a broker digitizing onboarding, or an AMC upgrading KYC infrastructure — you need solutions Whatsapp ekyc online that are fast, compliant, and future-proof.