According to the press release, through the WhatsApp chatbot, investors can conveniently explore funds, get the NAV of their funds, portfolio valuation, account statements, check the NFO pipeline. The Wise Guide also has an in-built SIP calculator, and a branch locator to help investors find offices of Sundaram Mutual and their RTA KFin Technologies. Investors can also request for a call back from a Customer Relationship Officer.
“Investors are increasingly going digital, and the familiarity WhatsApp has among the old and young alike makes this popular messaging app a key platform to be present on. Introducing this service with access to the most frequent reports and details sought by investors is expected to reduce investor wait time by 10x giving them what they are looking for instantly. We’ve recently celebrated our Silver Jubilee, and as always, we continue to strive to provide improved products and services to all our investors and partners. The introduction of Wise Guide on WhatsApp is one more step in the direction of our digi-retail journey,” Sunil Subramaniam, Managing Director, Sundaram Mutual.
The fund house plans to introduce more use-cases that will allow on-boarding of new customers, easy transactions and the ability to choose multiple schemes under a single transaction.
Here’s how to connect with Sundaram Mutual on WhatsApp:
• Add the Sundaram Mutual WhatsApp number (+91-95000 57237) in your contact list.
• Send ‘Hi’ to the above number and start choosing from the list items to get details that are required.