Investors can start SIPs, make lump sum investments, redeem units, and check NAVs using the bot. It also supports requests such as updating bank details and downloading account statements. The service is accessible by sending “Hi” to +91 70457 48282.
The WhatsApp bot follows the recent launch of Tata AMC’s mobile app, aimed at offering a single view of investments. Both tools are part of the company’s efforts to expand its digital services.
The bot uses natural language queries to help users navigate Tata Mutual Fund’s offerings and access real-time assistance.
Tata AMC, established in 1994, manages a wide range of mutual fund products including equity, debt, and hybrid schemes. As of May 31, 2025, it serves over 60 lakh folios across India.
Earlier this week, SBI Mutual Fund has launched SmartAssist, an AI-powered conversational assistant on WhatsApp. The tool aims to make mutual fund investing simple and accessible through a chat-based interface.
SmartAssist allows users to perform tasks such as starting a Systematic Investment Plan (SIP), checking their portfolio, comparing funds, and resuming investments—all within WhatsApp. The service is available 24/7 and uses natural language processing (NLP) to understand and respond to user queries.