Scale Your
Wealth Brand with
Automate goal intake, portfolio performance alerts, and SIP bounce recovery while keeping your existing execution platforms and research tools intact.
₹12L+
Ops Savings
3x
Faster Onboarding
99%
Portfolio Clarity
What is AI for MFDs?
Agentic AI that handles investor inquiries, goal-setting documents, SIP alerts, and portfolio support 24/7.
How it helps you?
It eliminates lead-leaking in sales, automates KYC status checking, and manages SIP reminders, reclaiming 75% of administrative bandwidth.
Strategic Outcomes?
Up to 50% higher AUM growth, optimized client advisory cycles, and a premium digital brand for your practice.
How Converiqo is Used in Wealth Management
Transform your MFD practice into a modern, automated wealth hub with seamless agentic workflows.
Investor Intake & Goal Profiling
Capture investor goals and risk questionnaires automatically via WhatsApp.
- Identify investment horizon, budget, and risk appetite via AI bot
- Deliver professional digital fund brochures and fact sheets instantly 24/7
- Auto-reply to investment inquiries across Facebook Ads and LinkedIn
KYC & Documentation Logistics
Manage KYC status and onboarding forms with total precision.
- Instant secure links for Aadhaar, PAN, and Bank proof uploads
- AI-driven reminders for investors about missing signatures or re-KYC steps
- Record document reception and CAMS/NISM verification status directly onto the CRM log
Portfolio Alerts & SIP Tracking
Manage performance nudges and SIP recovery automatically.
- Investors receive automated "Market Insight" and "SIP Bounce" alerts via WhatsApp
- Self-service portfolio valuation and capital gain requests via professional AI chat
- Identify "at-risk" investors via automated portfolio-health behavioral alerts
Support & Wealth Engagement
Automate investor support and audit compliance.
- Professional digital ticketing for investor concerns with 1-click resolution
- Automated delivery of account statements and tax-saver certificates via chat
- Real-time dashboard for active investors and practice-wide AUM health
Why Advisors Choose a Unified BOT Platform
Leading wealth brands select Converiqo for comprehensive automation that builds trust and efficiency.
Unified Investor Context
One cohesive record for every member, from risk tolerance to family tree portfolios.
Regulatory Integrity
Ensuring 100% adherence to SEBI/AMFI protocols and digital consent schedules.
Premium Brand Voice
Build an elite practice with instant, sharp responses to investment inquiries.
Advisory Bandwidth
Recover up to 75% of administrative time, allowing focus on actual market strategy.
Digital Excellence
Provide an elite digital experience that justifies premium advisory credibility.
Scalable Practice
Adopt agentic AI that scales from a solo MFD to a national wealth management firm.
Real Problems MFDs Face Every Day
Frontline operational friction that hinders your practice's growth and reputation.
Lead Leakage
Inquiries from social media ads get buried, losing crores in potential AUM.
KYC Delay Fatigue
Staff spend hours manually chasing investors for missing signature or CAN docs.
Support Overhead
High volume of "What is my NAV?" or "Statement please" calls in the office.
SIP Bounce Friction
Missed SIPs due to lack of bank balance alerts leading to investor frustration.
Manual Reporting
Consolidating statements for multiple family members is slow and prone to errors.
Audit Compliance
Missing out on digital trail of investor risk-profile consent or grievance logs.
How Converiqo Saves Your Practice Money
Measurable impacts on your wealth business bottom line and productivity.
AI Wealth Assistant
Handle inquiries and goal triage 24/7 without hiring extra staff. Save ₹10L+ annually.
Onboarding Speed
Increase account kickoff speed by 40% through instant KYC collection and risk checks.
AUM Retention
Reclaim "lost revenue" from SIP stops with automated tracking and soft recovery bot.
Everything Your Wealth Hub Needs, Automated
Seamless workflows designed to connect owners, managers, and investors.
Smart Support for Wealth Queries
Investors get instant answers to "What is the NFO rate?" and "Send my capital gain".
AI handles 80% of routine MFD queries across WhatsApp and LinkedIn.
Reduce coordinator response time from days to seconds within the first week.
Never lose a lead: Instant qualification and fund-product delivery 24/7.
Update your fact sheets once; it reflects across all investor channels instantly.
Professional, business-sharp tone for wealth support 24/7.
Convert Intake into Active Investors
Capture leads from social ads and websites directly into a unified dashboard.
Automation screens for risk score, income, and goals immediately.
Automated investor booking with instant digital T&C and KYC link sharing.
Nurture past investors with new debt-fund offers and ELSS cross-sells.
Secure planning fees via integrated payment links on WhatsApp.
Zero manual data entry from inquiry to sub-broker assignment.
Streamline Portfolio Operations
Advisors mark "KYC Verified"; investors get "Account Active" alerts via WhatsApp.
Automated SIP tracking and missing balance alerts for investors.
Record investor T&Cs and digital signatures directly onto the advisor digital profile.
Push electronic portfolio resumes and tax certificates automatically.
Identify "at-risk" investors via automated portfolio-health behavioral alerts.
Recover 75% of administrative bandwidth for pure market strategy.
Elite Brand & Lasting Trust
Investors access history, certificates, and digital receipts via a professional bot.
Proactive updates about market milestones and tax offers build trust.
Ticketing system for investor concerns ensures every issue is tracked to resolution.
Automated feedback pulses after every finish to monitor service quality.
Modern, secure way for brands and fans to interact with you on their terms.
Integrated referral programs that reward investors for inviting friends.
Everyone Wins with Converiqo
Ecosystem benefits for every role in the wealth industry.
MFD Owners
- Grow your brand with a high-tech, business identity that investors value.
- Eliminate investor lead leakage and manual coordination across branches.
- Scale your practice with standardized automated ops and audit controls.
Practice Managers
- Manage multiple advisor rosters and client schedules without spreadsheet hell.
- Ensure 100% adherence to SEBI/AMFI T&Cs and legal posting schedules.
- Real-time insights to identify high-performing and at-risk investors.
Financial Advisors
- Access investor briefs and KYC links in seconds on your phone.
- Focus purely on portfolio strategy while AI handles repetitive account questions.
- Clear daily schedule ensures no onboarding commitment is missed.
Investors & Clients
- Total peace of mind with real-time portfolio alerts and file clarity.
- Self-service access to valuations and certificates 24/7 on WhatsApp.
- Modern way to pay and interact with the practice professionally.
Operations Teams
- Get clear direction on re-KYC priority and lead assignments.
- Automated portfolio-completion alerts and investor transparency.
- Professional digital workflow linked to the advisor brand.
Audit & Compliance
- Centralized coordination with the advisor team via unified dashboards.
- Automated status updates on KYC proofs and project progress.
- Better data transparency to coordinate with overall institutional timelines.
Capabilities for Every Wealth Brand
Scalable deployment options for any size of MFD business.
Independent MFDs
Professional-grade automation for solo advisors to scale their brand.
Wealth Studios
Coordinate multiple advisors and HNI portfolios with AI speed.
Corporate Advisors
Manage employee investment schemes and retirement plans for corporate units.
Banks & Co-ops
Standardize brand voice and delivery standards across thousands of customers.
Sub-broker Networks
Manage nationwide sub-broker support and digital transformation on-stream.
Fintech Wealth-Hubs
Streamline digital intakes and asset delivery journey with AI speed.
Leaders on measurable change
₹12L+
Annual Admin Savings
50%
AUM Growth
99%
KYC Reliability
4.8x
Investor Referrals
“Investor inquiries were taking up all our sales time. Now, Converiqo handles the KYC and portfolio status automatically. It has reclaimed hours of our staff bandwidth and doubled our monthly AUM.”
Vikram Seth
Founder, Zenith Wealth MFD
Frequently Asked Questions
Answers for leaders and ops heads.
Agentic AI captures investor leads from ads and websites, qualifies their investment intent, and automates preliminary document collection. This allows MFDs to focus on advisory and closing rather than manual data entry, leading to faster AUM growth.
MFDs can automate lead capture, KYC document collection reminders, routine portfolio enquiry handling, SIP renewal prompts, and meeting scheduling. It also supports sending personalized market updates and investment summaries at scale.
AI provides investors with a seamless, 24/7 channel (like WhatsApp or Web Chat) to submit documents, check application status, and get instant answers to common questions about funds or processes, reducing friction and building trust.
Yes. Automated workflows can send timely reminders before SIP dates and follow up immediately with personalized nudges if a payment fails. This proactive approach helps investors maintain their financial goals and improves MFD revenue stability.
Key metrics include lead-to-investor conversion rate, KYC completion turnaround time, average enquiry resolution speed, client retention rate, and the percentage of SIPs successfully processed via automated reminders.
Converiqo Sales / Lead Engine organizes investor leads by urgency and product interest. It ensures that MFDs never miss a high-value prospect and provides the data needed to personalize investment recommendations.
Converiqo Customer Self-Service (CSSE) allows investors to independently check required documents, view their SIP status, find fund-related FAQs, and request portfolio reviews without waiting for a manual response.
The Converiqo Ticketing System manages client requests regarding statement errors, redemption status, and KYC updates. It tracks every issue to resolution, ensuring high service standards and regulatory compliance.
For distributors with field teams, this module tracks agent visits to HNI clients, records meeting outcomes, and captures signatures or documents on-site, providing head-office visibility into field performance.
Automated workflows handle routine renewals and educational flows. The Marketing Module enables MFDs to run personalized outreach for NFOs (New Fund Offers) and SIP top-ups, while feedback surveys help refine the overall client experience.
Ready to Upgrade Your Wealth Brand?
Join hundreds of elite advisors scaling with Converiqo.AI.