SBI Mutual Fund, India’s leading asset management company, today announced the launch of SBIMF SmartAssist, an AI-powered conversational assistant available on WhatsApp. Designed to simplify every stage of the mutual fund journey, SmartAssist helps users learn about mutual funds, invest, and manage their portfolios — all through a simple, WhatsApp chat-based experience.
A seamless investment journey: Educate – Buy – Service
Clarity without the clutter
SBI MF SmartAssist is powered by advanced natural language processing and AI that understands and learns from human conversations. It enables users to ask questions conversationally, just like chatting with a friend! SBI MF SmartAssist provides accurate, easy-to-understand responses enhanced with visual cues, eliminating the need to navigate websites or sift through a lot of information.
A simple & friendly experience
Whether you’re starting an SIP, checking your portfolio, comparing funds, or resuming your investment journey, SBI MF SmartAssist makes the process seamless, guiding you step by step. All interactions take place within WhatsApp, making mutual fund investing more accessible and friendly than ever.
Always on, always ready
Available 24/7, SBI MF SmartAssist ensures your investing needs are just a message away, eliminating wait times and making it convenient for you.
“At SBI Mutual Fund, we believe technology should simplify and bring in efficiency. With the launch of SmartAssist – our AI powered WhatsApp chat bot, we are bringing the power of AI directly to our investors, making mutual fund investing more intuitive and accessible. This is a significant step in our journey to enhance investor experience and adopt tech for growth and efficiency”, said Mr. Nand Kishore, MD & CEO, SBI Mutual Fund.
“With SBI MF SmartAssist, we are not just offering a chat service — we are offering a full-cycle investment companion which is built on AI to give consumers an intuitive and enriched experience,” said Mr. Srinivas Jain, Executive Director and Chief of Strategy, Digital & Technology, SBI Mutual Fund.
Powered by AI, designed for everyone
SBI MF SmartAssist is currently available in English, with support for regional languages coming soon — reflecting SBI Mutual Fund’s commitment to financial inclusion. By leveraging WhatsApp’s reach to over 800 million Indians, the tool aims to bring digital investing to every corner of the country.
An evolving AI-led experience
As an AI-powered platform, SmartAssist is continuously learning and evolving. While we strive to deliver accurate and seamless service, we appreciate your patience as we fine-tune the experience based on real-world interactions and user feedback.
