For mutual fund distributors in India
We set up AI helpers in your office. They do the daily paperwork. You get time for your clients.
01 / Watch a helper at work
From the 6 am reports to the 9 pm summary. Jarvis does the work. You tap approve. Nothing goes out without you.
Jarvis is working
Ready for you
Sample, made-up namesYou check it first. Nothing goes out until you say yes.
A sample day. All names and amounts are made up. Time saved is an example for a small office; yours will be different.
02 / Our goal for you
With the same team. Plus an AI system that does the daily work.
This is the goal we work toward with you. It is not a promise of growth. Your results depend on your market and your work.
03 / The problem
Every distributor we meet says the same thing.
Your clients trust you, not an app. But paperwork eats your whole day. Our helpers take the paperwork. You keep the trust.
04 / What the helpers do
They work every day. They never forget. Nothing goes out until you say yes.
Failed SIP
It finds out the same day. It writes a kind note to the client. You check it. Then it goes.
Review, 4:00 pm today
Anil PatilTo talk about
One clear page for each meeting. What they hold. What changed. What to talk about.
Goal: Riya's college, 2034
Tell it the goal. A child's college. A house. Retiring well. It makes a clear plan from your numbers. You check it first.
KYC due this month
It knows whose KYC is due. It reminds the client early. It tells you who has not replied.
One message, three languages
Marathi, Hindi, English and more. Each client reads it in the language they like best.
05 / Nothing new to learn
No new app for your team. No new login for your clients. If you can use WhatsApp, you can use this.
Connects to the tools in your office
WhatsAppGmailOutlookMicrosoft TeamsSlackTelegramExcelThe helper does the work.
You check it on your phone.
You tap approve, or change it.
It goes to your client.
06 / Where the week goes
An example from a small office of three people.
Example only. Your week will look different. In our first talk, we find where your hours go.
07 / How we start
We sit with you and your team. We see where the time goes.
The job that tires your team most. We start there.
On your WhatsApp, your Excel and your data. You test it first.
We keep it working and make it better. One person looks after you.
08 / Easy first step
Pick the one job that tires you most. We set up one helper for it. Add more only when you are happy.Find your first helper
09 / Why us
Many platforms now give free AI. Here is how it is different.
I will look after you myself. Ask me anything, in English, Hindi or Marathi.
Have a question? Ask me. I reply in English, Hindi or Marathi.