The WhatsApp Advantage for Modern Wealth Managers
Fintalq is a highly customised WhatsApp automation solution built specifically for Indian Mutual Fund Distributors, IFAs, and Wealth Managers. We help you digitise client engagement and move away from manual, fragmented communication loops.
By using WhatsApp as the primary channel, Fintalq guarantees higher delivery rates and deeper engagement compared to traditional email or SMS. It's time to communicate where your clients already live.
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Better Engagement
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Less Manual Work
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More Scale
Transparent Pricing for Growth-Focused IFAs
Silver
Essential WhatsApp automation for solo IFAs and small teams.
Annual plan ₹7,999
One-time setup: ₹1,999
Prices exclude GST and Meta messaging charges.
✓ Marketing broadcasts for Mutual Funds
✓ Automated Greeting Messages
✓ Basic lead capture chatbot
Gold
Advanced automation for growing MFDs and wealth managers.
Annual plan ₹16,999
One-time setup: ₹4,999
Prices exclude GST and Meta messaging charges.
✓ All features in Silver
✓ One-click Portfolio Upload
✓ Automated SIP & Maturity Reminders
✓ Custom Festive & Birthday Greetings
✓ Automated Chatbots for Investors and Lead Generation
Platinum
Full-funnel automation and custom workflows for scale-focused firms.
Annual plan ₹25,999
Prices exclude GST and Meta messaging charges.
One-time setup: ₹7,999
✓ All features in Gold
✓ Custom Chatbot Flow Designer
✓ Multi-Agent Support Dashboard
✓ Advanced CRM & RTA Integrations
✓ Dedicated Success Manager
Feature Breakdown
Compare the detailed capabilities of each plan to find the right automation scale for your wealth management firm.
Feature
Official WhatsApp Business API + verified profile
Bulk Broadcasting for IAP (no restriction)
FB/Instagram Click-to-WhatsApp ads
Standard self-editable auto-responder
Birthday automation
Lead Gen chatbot (standard)
Existing Investor chatbot (standard)
RedVision/iWell/Bonanza/Other CSV upload
SIP / Premium dues / other reminders notification
Multi-asset data (MF, Insurance, PPF, etc.)
Report/statement delivery on request
Custom/bespoke chatbot logic
KYC reminders + document capture
Silver
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Gold
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Platinum
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Need something more custom? Talk to us about a tailored Platinum setup.