SIP Reminder Software for Mutual Fund Distributors
Make SIP follow-ups effortless with sip due date reminder whatsapp automation. Discover how to send sip reminders to clients on whatsapp at the right time — without manual messaging.
SIP reminders software to send timely reminders
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, some clients go silent
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 excel 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, without any hassle.
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 all your clients
Statement requests, redemption questions, forwarded rumours. All in one queue instead of a personal thread, which you can also filter according to tag.
Grow your business today.
Pro
Or ₹10,999 / year — save 54% with annual billing.
- Two-way WhatsApp inbox
- Automated reminders & birthday wishes
- Bulk import, tags & smart automations
- ₹1 per message — one token, one message
Everything You're Probably Wondering About.
Import the SIP excel 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.