Empower clients with instant access to balances, statements, and reports directly on WhatsApp
Secure, instant access to all trading information through WhatsApp with OTP authentication.
Complete client self-service through simple WhatsApp commands
Instant account balance inquiry with available funds, margin utilization, and credit limits.
Today's trade summary with buy/sell details, quantities, and realized P&L.
Real-time demat shortage alerts with scrip-wise details and required actions.
Current open positions with unrealized P&L, quantity, and average price.
Complete portfolio holdings with current market value and investment details.
Relationship manager contact details with phone, email, and branch information.
Available margin, utilized margin, and exposure limits across segments.
CDSL demat holdings with ISIN-wise quantity and current valuation.
NSDL demat holdings with complete portfolio breakdown and values.
Complete KYC information including PAN, bank details, and compliance status.
Download ledger statement PDF with all transactions and balance details.
Instant contract note PDF download for daily trades with all regulatory details.
Detailed margin statement PDF with segment-wise exposure and limits.
Depository transaction statement with all debit/credit movements.
Comprehensive gain/loss report PDF with realized and unrealized P&L.
Complete daily activity report with trades, payments, and account summary.
Every request verified with OTP for complete security and data privacy.
Instant access anytime, anywhere without waiting for business hours.
Works directly on WhatsApp - no additional apps or portals needed.
All reports and statements delivered instantly in PDF format.
Contact us today to enable WhatsApp Chatbot for your brokerage and deliver instant client service.