Your clients make financial decisions at night. Are you the advisor who guides them — or the one they Google past?
AIChatBot answers investment queries, qualifies new leads, and books financial planning sessions — so you're present at every decision moment, not just office hours.
The Problem
Financial anxiety peaks at 11pm. Your competitor's chatbot is there. You're not.
A 34-year-old IT professional in Pune gets his annual bonus. He wants to start a ₹50,000 SIP but has questions — which fund category, direct vs regular, should he use an advisor or DIY on Zerodha. He visits your website. Phone number, email form. He visits Groww next. Their AI answers everything in 4 minutes. He doesn't need an advisor anymore — Groww just became his advisor. You lost a ₹6 lakh AUM client to a startup's chatbot.
Financial decisions happen at night
Bonus received, tax-saving season, market movements — clients need guidance when the market is closed and so is your office.
DIY platforms are your real competition
Groww, Zerodha, and Coin answer basic questions 24/7. Clients go there when you don't respond fast enough.
Lead qualification takes too long
70% of enquiries are from investors who need basic education, not advice. Pre-qualifying them saves your most valuable hours.
The Real Cost
The AUM you're losing to slow response and DIY platforms
The Solution
AIChatBot — your always-on financial guidance engine
Everything you need to turn your website into a 24/7 revenue engine — trained on your content, personalised to your visitors.
SIP & mutual fund education
"What's the difference between large-cap and flexi-cap?" "How much should I save for retirement?" — answered accurately, building trust before the first meeting.
Risk profiling intake
The AI walks new prospects through a 5-question risk profile — so your first meeting starts with data, not discovery.
Financial planning session booking
Qualified prospects book a paid or complimentary session directly. No email back-and-forth on availability.
Tax-saving season automation
January to March, every existing client gets WhatsApp reminders for ELSS investment deadlines, 80C limits, and NPS top-up opportunities.
DPDP-compliant data handling
Financial client data handled per India's Digital Personal Data Protection Act 2023 — consent logged, data secured.
How It Works
Present at every financial decision moment
We learn your practice
Services, minimum investment threshold, fund categories you advise on, tax-saving products, and client FAQs — we train the AI.
You test as an investor
Ask the AI questions your best clients ask. We tune until every answer reflects your investment philosophy.
Live before the next market event
Chatbot on your website. The next RBI rate decision at 10am — your clients get instant guidance, not a voicemail.
Proof It Works
What financial advisors typically see in one tax-saving season
Financial advisors using AIChatBot during tax-saving season typically book 20–40% more new client consultations — investors who had questions after office hours and got answers immediately instead of going to a DIY platform.
See it guiding YOUR clients at every decision moment
We build a demo trained on your investment philosophy, products, and client profile. Your prospects will get guidance that feels like you.
Build My Free Advisor Demo📅 Demo ready within 4 business hours