SIP Reminder Software for Mutual Fund Distributors
Catch a missed instalment at day 30, not at the quarterly review.
- SIP due date reminders before the debit, not after the bounce
- NFO and market updates broadcast to a tagged segment
- Built for ARN holders running their own book
What this is costing you.
A bounced SIP rarely restarts.
The instalment fails, nobody notices, and by the review three have gone. Restarting takes a conversation the client no longer wants.
Trail income depends on things staying alive.
Nobody pays you for the SIP you sold. They pay you for the one still running.
When markets fall, the phone goes quiet.
The clients who panic call. The ones who quietly stop their SIP don't.
How AgentBandhu solves it.
SIP due date reminder WhatsApp automation.
Import the book with instalment dates. The client hears from you before the debit, and the sequence stops when it clears.
Broadcast NFOs and market notes to the right segment.
Tag your list once, then send only to the people it applies to, at ₹1 a message.
SIP anniversary and top-up prompts.
A completed year is the easiest moment to raise a top-up — and it is a date, so it can be automated.
One shared inbox for the whole book.
Statement requests, redemption questions, forwarded rumours. All in one queue instead of a personal thread.
₹1,999 a month. One saved renewal can pay for the year.
Pro
Or ₹10,999 / year — save 54% with annual billing.
- Two-way WhatsApp inbox
- Automated reminders & birthday wishes
- Bulk import, tags & smart automations
- Pay only for messages you send
Messaging wallet. Top up any amount. ₹1 buys one message token. Tokens never expire. Low-balance alerts, optional auto top-up.
Import the SIP book with instalment dates and attach the sequence. The client is reminded before the debit rather than told about the bounce afterwards.
No. It does not handle transactions, folio reconciliation or commission statements. It handles the communication those systems do badly.
Yes. Flat ₹1,999 a month regardless of AUM or client count.
No. It runs on a WhatsApp Business number registered to your business. Your personal number stays separate.