Overview

Mutual fund distributors grow AUM through onboarding, SIPs and investor engagement. Gaptix handles enquiries, guides onboarding and KYC, sends SIP reminders and shares updates on WhatsApp — increasing onboarding and SIP continuity, while all recommendations and transactions follow regulations through official platforms.

Use Cases

WhatsApp use cases for Mutual Fund Distributors

Every step from discovery to repeat purchase — automated on the channel your customers check most.

Enquiry & education

Answer general questions on funds and SIPs.

Onboarding & KYC

Guide investor onboarding and KYC.

SIP setup guidance

Guide SIP registration on official platforms.

SIP reminders

Remind for SIP dates and top-ups.

Statements & updates

Share portfolio statements securely.

Goal check-ins

Prompt periodic goal reviews.

Document exchange

Collect and share documents securely.

Referrals & retention

Drive referrals and investor retention.

The Platform

Everything Gaptix gives your Mutual Fund Distributors business

One platform to run marketing, sales and support for mutual fund distributors on WhatsApp.

AI Agents

Trained on your catalogue and policies to answer, recommend and sell 24/7.

WhatsApp Catalogue

Showcase products with images, prices and variants right inside chat.

Broadcasts & Campaigns

Segment customers and send offers, launches and reminders that get seen.

Shared Team Inbox

Your team and AI collaborate on one inbox with full context.

Payments & Checkout

Accept UPI, cards, netbanking, EMI and COD with secure links.

CRM & Leads

Capture, tag and nurture every customer automatically.

Chatbot Flows

Design multi-step journeys with conditions, delays and actions.

Analytics

Track opens, replies, conversions and revenue by campaign.

In Action

See it in a real conversation

This is how a mutual fund distributors customer goes from question to checkout — automatically, in seconds.

10xhigher open rates than email

24/7instant AI responses

3xfaster response & resolution

↑more conversions & repeat orders

Gaptix AI online

I want to start a SIP but don't know how KYC works.

Happy to guide you! KYC is a one-time process with PAN, Aadhaar and a quick video verification. Once done, you can start a SIP from as little as ₹500/month. Want me to walk you through onboarding?

Yes please.

Let's begin 📈 I'll guide your KYC and onboarding, then help you register your SIP on the official platform. I'll send SIP reminders and statements — specific fund choices follow your advisor's guidance and regulations.

FAQ