Know-your-client forms, risk assessments, consultation bookings, and fee collection — professional and secure.
Get Started FreeSound familiar? Formet solves these.
Long KYC questionnaires via paper
Manual risk assessment processes
No digital consultation booking
Separate payment and form tools
KYC questionnaire forms
Risk assessment forms
Consultation booking forms
Advisory fee collection
Describe what you need and AI creates a perfect form for financial advisors in seconds.
Collect payments from your financial advisors clients with 0% platform fee via PhonePe.
Automate notifications, emails, and data routing for financial advisors workflows.
Every submission syncs automatically to Google Sheets for real-time tracking and analysis.
Track submissions, view responses, search across data, and export in PDF, Excel, or CSV.
Use your own logo, colors, and domain to create forms that represent your financial advisors brand.
Secure data collection
Multi-step forms for complex KYC
Payment integration for fees
Professional branded forms
Absolutely. Formet is built to handle the unique needs of financial advisors — from kyc questionnaire forms to risk assessment forms. Our drag-and-drop builder requires no coding.
Yes! Formet integrates with PhonePe for UPI, cards, and net banking — with 0% platform commission. You keep 100% of what you collect.
Yes. Formet offers a generous free tier that includes AI form generation, basic submissions, and Google Sheets integration. Upgrade when you need more.
Yes — custom logos, colors, themes, and even custom domains are supported to make forms look like they're part of your own website.
Free to start. No coding required. Scales with your business.
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