20% more SIP top-ups with personalized updates
AI calls investors with personalized portfolio performance updates, market insights, and upsell opportunities. Builds relationships and drives investment growth.
System generates portfolio performance data
AI identifies key metrics and opportunities
"Your SIP gained 12% this month!"
AI suggests top-up or new investment
Customer commits → AI sends link or transfers to advisor
Good evening Mr. Agarwal, this is a courtesy call from Zerodha regarding your investment portfolio. Do you have 2 minutes for a quick update?
Yes, go ahead.
Great news! Your portfolio has performed well this month. Your monthly SIP of ₹25,000 has grown 14% year-to-date, and your total portfolio value is now ₹8.2 lakhs, up from ₹7.9 lakhs last month.
That's good to hear!
Your Nifty 50 index fund did particularly well at 18% returns. I noticed you have some spare capacity in your tax-saving limit. Would you be interested in a ₹50,000 ELSS investment? It would save about ₹15,000 in taxes.
Hmm, that sounds interesting. Tell me more.
The Axis ELSS fund has delivered 16% average annual returns over 5 years with a 3-year lock-in. It's tax-deductible under 80C. I can send you a one-click investment link on WhatsApp, or connect you with our wealth advisor for a detailed discussion. What would you prefer?
Send me the link, I'll review it.
Perfect! I've just sent the ELSS investment link to your WhatsApp. It's pre-filled with ₹50,000. You can adjust the amount if needed. Is there anything else you'd like to know about your portfolio?
Clear explanation of gains, losses, and overall performance
Brief market insights relevant to customer's investments
Personalized suggestions based on investment goals
ELSS suggestions during tax season
Transfer to wealth manager for complex queries
Book detailed consultation if customer is interested
We integrate with major platforms: Zerodha, Groww, Upstox, Kuvera, and AMC systems (CAMS, Karvy). Your portfolio data is pulled in real-time for personalized updates.
The AI provides factual performance updates and product information but does not give personalized investment advice (which requires SEBI registration). Complex queries are transferred to registered advisors.
The AI is trained to communicate losses empathetically, explain long-term perspective, and avoid panic-inducing language. For significant losses, it offers to connect with an advisor.
Yes. Customers can say "don't call me" and are immediately added to the do-not-call list. Opt-out is also available via WhatsApp and email.
AI lead qualification for loans
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