AI voice agents for wealth management firms

Yes. Outpero's AI voice agent handles wealth management firms calls end to end — calling every investor enquiry within 30 seconds and booking a meeting with a registered advisor. It works 24 hours a day in Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and English, switching to English the moment the caller does.

For wealth management firms, an Outpero AI employee will call webinar sign-ups, website enquiries and Meta leads within 30 seconds and confirm what prompted the enquiry; capture goals, horizon, approximate investable amount and existing investments, without recommending anything; book a meeting with the right advisor or relationship manager into their calendar, live on the call; run reminder campaigns for KYC updates, nominee declarations and pending paperwork. Every call is recorded, transcribed and summarised automatically.

Outpero has no setup fee and no monthly base fee — you pay only for connected talk time, from ₹5 per minute (1 credit = ₹1, credits never expire), plus ₹649/month for a dedicated calling number. A full-time telecaller doing the same job costs around ₹18,000 a month, works one shift and handles one call at a time. Prices exclude 18% GST.

Under 30 seconds from the enquiry landing. That matters here because wealth managers, mutual fund distributors and SEBI-registered investment advisers get enquiries from webinars, content and referral campaigns, but trust is built in the first meeting — and most enquiries never reach it because the advisor is with existing clients. SEBI draws a hard line between distribution and advice, so junior staff or outsourced telecallers who improvise product talk on the phone create real regulatory risk.

No. Under SEBI's Investment Advisers Regulations, personalised advice must come from a registered adviser, and the agent is not one. It never names a fund, stock or allocation as suitable, never mentions expected returns, and treats any 'where should I invest' question as a reason to book the advisor meeting. Its role is to understand goals, capture basic details and get the investor in front of a registered professional.

It can collect the inputs your process needs before a meeting — age bracket, income band, horizon, investment experience — so the advisor arrives prepared. The risk profile itself, and any suitability assessment, should be completed and signed off by the registered adviser or distributor under your SEBI-mandated process. Treat the call as preparation for profiling, not as the profiling step.

Yes, provided the call stays neutral. The agent says that a SIP has paused or an account has been inactive, asks whether the client would like a review with their advisor, and books it. It does not urge a restart, suggest a product or comment on market conditions. Clients who decline are marked so they are not chased. Many firms run these campaigns once a quarter.

Every call has a recording, full transcript, summary and the fields you defined, stored in the dashboard and sent to your webhook if you want them in your CRM. That gives compliance a verbatim record of what was said, useful when you need to show that no advice or return promise was made on a call. Set your own retention practices in line with SEBI and AMFI obligations.