CapitalCall
The operational command centre for Indian investment advisors.
CapitalCall is a CRM and portfolio-management platform for independent financial advisors and boutique portfolio managers in India, operated by Bullsline Holding Private Limited. It brings a practice's daily work into one place — client contacts and decision units, mutual-fund folios and SIP tracking, portfolio reviews and compliance, bank-statement accounting, and client communication over email and WhatsApp.
Why CapitalCall connects to your Gmail
With your permission, CapitalCall connects to a Gmail mailbox so you can work from one screen. Specifically, it:
- shows the email relevant to your advisory work inside the app's inbox;
- ingests mutual-fund report emails from the Registrars & Transfer Agents (CAMS and KFintech) so your portfolio data stays current; and
- sends email on your behalf when you compose it in the app.
CapitalCall stores only the secure connection tokens — never the contents of your email — and its use of Google user data follows the Google API Services User Data Policy, including the Limited Use requirements. You can disconnect any time.
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