ABOUT US

ZohFin was founded by a team of financial professionals who saw a gap and unorganized market—CRMs that didn’t understand how MFDs and advisor’s work. We partnered with Zoho One to build a fully customized platform that makes advisory businesses scalable, automated, and future-ready.

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✓ 30+ CRM Projects Implemented
✓ 100% Customization for MFD workflows
✓ 45+ Zoho apps integrated
✓ 10+ Advanced Automation Modules

Our Vision

To empower 10,000+ financial advisors with smart automation that saves time, boosts revenue, and enhances client relationships.

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What Drives Us:

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Our Core Values

At ZohFin, our foundation is built on four pillars that shape every decision we make. We lead with Integrity, keeping our promises and putting clients first. Through Innovation, we automate smarter, not harder. Simplicity guides our design and user experience. And with every step, we believe in Partnership.

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Integrity

We keep our promises

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Innovation

We automate smart

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Simplicity

We keep it user-friendly

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Partnership

We grow with your growth