Sundaram Mutual launches WhatsApp Services

BFSI Industry
Mar 3, 2021 by Sundaram Mutual Fund | BFSI Industry | 0 Downloaded

March 3, 2021, Mumbai: Sundaram Mutual has launched a WhatsApp based servicing platform for its existing investors.Branded as the Wise Guide, the platform enables users to get reports on their investments or look at details of other funds.

Users can explore funds, get the NAV of their funds, portfolio valuation, account statements, check the NFO pipeline and more through the WhatsApp chatbot. The Wise Guide also has an in-built SIP calculator, and a branch locator to help investors find offices of Sundaram Mutual and their RTA KFin Technologies. Investors can also request for a call back from a Customer Relationship Officer.

On the launch of this service, Sunil Subramaniam, Managing Director, Sundaram Mutual said, “Investors are increasingly going digital, andthe familiarity WhatsApphas among theold and young alike makes this popular messaging app a key platformto be present on. Introducing this service with access to the most frequent reports and details sought by investorsis expected to reduce investor wait time by 10x giving them what they are looking for instantly. We’ve recently celebrated our Silver Jubilee, and as always, we continue to strive to provide improved products and services to all ourinvestors and partners. The introductionof Wise Guide on WhatsApp is one more step in the direction of our digi-retail journey”.

The fund house plans to introduce more use-cases that will allow on-boarding of new customers, easy transactions & the ability to choose multiple schemes under a single transaction.

How to connect with Sundaram Mutual on WhatsApp

  • Add the Sundaram Mutual WhatsApp number (+91-95000 57237) in their contact list

  • Send ‘Hi’ to the above number and start choosingfrom the list items to get details that are required.

About Sundaram Asset Management Company:

Sundaram Asset Management Company, a significant player in the fund management space along with its subsidiaries, has assets under management of about INR 41,613 crores as on February 28, 2021. The brand has a strong retail focus with over 3.5 million customers and 88 branches across the country.

Sundaram Asset Management Company has a bouquet of seventeen equity and eleven fixed-income funds catering to diverse investor preferences.

For more information on Sundaram Mutual Fund and its products, please visit

For Media Enquiries:

Harit S. Tank

Phone: 022 – 30100215 Mobile: +91 98194 55607.

Email: or

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)