Automate interactions and deliver instant resolutions with the Investment Options AI Agent. Ready to deploy across your website and WhatsApp in minutes.
First-time investors researching where to put their money abandon a platform the moment risk levels and fee structures aren't explained in plain language, and end up parking cash on the sidelines instead.
New investors don't know their own risk tolerance and can't match it to the right investment options.
Comparing mutual funds, ETFs, and fixed deposits side by side is confusing without personalized guidance.
Investors can't easily see how fees affect long-term returns across different product types.
Too many options with unclear differences lead prospective investors to simply not invest at all.
Asks a short set of questions about goals, timeline, and risk comfort to suggest suitable investment categories.
Compares specific investment products side by side on fees, historical returns, and liquidity.
Routes any request for a specific buy/sell recommendation to a licensed advisor rather than answering directly.
I'm new to investing, should I go with a fixed deposit or a mutual fund?
It depends on your timeline and comfort with risk. Fixed deposits are lower risk with fixed returns; mutual funds carry more risk but historically higher long-term returns. What's your investment horizon?
Probably 5+ years, and I'm okay with some risk.
With that horizon and risk comfort, a diversified equity mutual fund is often a good fit. I can connect you with an advisor to review specific fund options — want me to set that up?
This template comes pre-configured with everything you need to launch quickly.
Your agent doesn't replace your existing tools. It works with them.
Deploy agent on your WhatsApp number
Embed on specific pages and flow
Common questions about deploying the Investment Options AI agent.
It helps you understand categories and compare products based on fees and risk, but any specific buy/sell recommendation is handed off to a licensed advisor.
Yes, it breaks down how expense ratios and other fees affect long-term returns for the specific products you're comparing.
It asks about your goals, timeline, and comfort with market swings, then maps that to suitable investment categories.
Yes, it stays within educational and comparison information and escalates personalized advice to a licensed professional.
