Wealth
From signup to first SIP.
You pay to acquire every user. SuprAgent makes each one count: it carries them from KYC to a funded account to their first SIP, then keeps them transacting past day 90.
The whole conversation, under two minutes
Ananya
Sprig Money · Upbeat, quick, simple words
Incoming call
Matched to First job, Bengaluru
Sprig Money is calling
- Call
- Screen
Illustrative. A stalled goal carried to a first SIP: the call scores the risk profile, WhatsApp carries the plan, and the screen registers the mandate, one thread.
Customer, from the record
Kavya · First job, Bengaluru
Agent persona, matched
Ananya · Upbeat, quick, simple words
- 0:00
The call
Ananya calls. Kavya answers.
- 0:03
Ananya
Hi Kavya, Ananya from Sprig. On Sunday you set a goal in the app, a bike in two years, and stopped at the risk questions. Want to finish it right now? Two questions, that's it.
- 0:18
Kavya
Yeah okay. The risk questions confused me, honestly.
- 0:22
Ananya
Totally normal. First one. If your balance dropped ten percent in a bad month, would you sell, wait, or add more?
- 0:31
Kavya
Wait, I guess. Maybe add a bit if I have it.
- 0:34
Ananya
That's a moderate profile, and two years is fine for it. A portfolio matched to that profile at ₹3,000 a month. I'm sending it to your WhatsApp with the exact mix, and nothing starts until you confirm the mandate.
- 0:54
Ananya
Hi Kavya, your first SIP plan is ready: ₹3,000 a month toward your bike, in a portfolio matched to a moderate risk profile. The full mix is on the screen. · Review plan
- 0:57
Kavya
Can I change the amount later?
- 0:59
Ananya
Any time, and pausing is one tap. It never locks you in.
- 1:02
Kavya
Taps Review plan
- 1:03
Screen
The link opens Sprig Money. The call stays on.
- 1:04
Ananya
I can see the link loading. I'm staying right here on the call till it's done.
- 1:11
Screen
Loaded.
- 1:12
Ananya
Great, it's in. I'll hang up here and continue over there.
- 1:17
The call
Ananya hangs up. The rest happens on the screen.
- 1:19
Screen
First SIP opens, from your call with Ananya
- 1:20
Ananya
Goal: Bike, 2 years
- 1:21
Ananya
Risk profile: Moderate, scored today
- 1:22
Ananya
Suitability: Checked
- 1:22
Ananya
Your monthly SIP, ₹3,000/mo. Portfolio matched to your profile.
- 1:24
Ananya
This is your plan. The mix follows your profile, every line is below. Confirm the mandate, and the first SIP goes out on the 3rd.
- 1:35
Kavya
Taps Confirm mandate
- 1:37
Screen
First SIP active. Next debit on the 3rd. Suitability on record.
- 1:38
Ananya
Done! Your first SIP goes out on the third, and I'll check in after your first statement. Happy riding, soon.
A call picks up a goal that stopped at the risk questions, scores a moderate risk profile from two questions, and sends a plan matched to that profile to WhatsApp. The customer opens it on the app screen, where the goal, the profile and the suitability check are already filled in, and confirms the mandate. The first SIP is active. No fund is named and no return is promised. The agent stays on the call while the link loads, hangs up once the screen is ready, and continues on the screen.
Where wealth apps lose first investors
You pay to acquire every signup, then lose them somewhere between KYC and a registered mandate
A risk questionnaire and a list of schemes, with nobody to turn a goal into a starting SIP
Stalled starts sit on a list until the next campaign pays to reach them again
Portfolio reviews that arrive as a statement, not as the one change worth making
What changes
Outcomes, not features.
From goal to first SIP
A new investor says what they are saving for. The agent scores the risk profile before any allocation, turns a goal on file into a starting SIP, and takes them from KYC to the mandate in the same conversation.
Suitability as the condition to act
The risk profile is scored before any allocation, and the agent operates strictly within the rules you define, logging every action. Every completed conversation is checked against the frameworks you enable, such as SEBI, PMLA and DPDP, with a verdict for each rule. Your compliance team reviews exceptions, not every conversation.
Stalled starts picked back up
A signup that stops at KYC or the mandate gets one reminder, then a nudge back into the same step with nothing already filled in lost, then a follow up call from the same desk. A reply pauses every reminder, and STOP cancels all of it.
Portfolio reviews that end in one action
Drift against the target allocation, tied to the scored risk profile, the one change worth making, and a rebalance the customer watches happen. Servicing questions are answered from your own documents with the source named.
the risk profile, before any allocation
stalled starts, at the step they left
compliant by design, every action logged
FAQ
Questions, answered.
The specific ones, about your stack, your rules and your data, are best answered on a walkthrough. Book one.
A small microphone button carrying your logo and your colours, placed wherever you want it. Customers tap it and speak. There's no SuprAgent branding anywhere; to your customers, it's simply your product getting easier to use.
See it run on your flows.
A live walkthrough built around your journeys, your products, and your rules. One button to add it to your app.