KFinTech has introduced its WhatsApp service that enables investors to monitor their investment details such as NAV, information on dividends, statement of accounts and so on.
Sharing the rationale, Praveen Shankaran, Chief Innovation Officer at KFinTech said that the idea is to make investment in mutual funds more convenient. “We have started with services which allow investors to access their investment details. In the next couple of months, we will be adding features that will also facilitate transactions. Further, we are also planning to initiate similar services for distributors and advisors as well.”
To avail this facility, your clients have to save the WhatsApp number 9100094099 in their registered mobile number.
Next investors have to send ‘Hi’ on the WhatsApp no.
The investor will get an automatic reply which will ask them to key in a number to get information. For instance, key in ‘1’ to get update on NAV or ‘2’ to know valuation of investment
Next KFinTech will ask your clients to enter their PAN number and submit OTP sent to your phone
Here are some of the services provided through this number:
- Total value of your investments
- Mutual Fund wise AUM
- Last 10 Transactions – Fund wise
- Statement of accounts
- Information on dividends
