Voice AI for Portfolio Management Services

Deploy an always-on voice agent on your PMS fund website. Visitors ask about NAV, fund performance, SIP options, or compliance - and get instant, accurate answers grounded in your fund's own data. No code changes. One script tag. Live in minutes.

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  • < 5 min

    Deploy time

    One script tag, no code changes

  • Low latency

    Response time

    Real-time voice conversation

  • 24/7

    Availability

    Never misses an investor inquiry

  • Instant

    Lead capture

    Name, email, phone to your CRM

What this agent doesSix ways a voice AI agent serves portfolio management services firms and their investors.

  • NAV & fund performance queries

    Investors ask about current NAV, historical performance, benchmark comparisons, or sector exposure - and hear an informed answer in seconds, not business hours.

  • SIP & investment guidance

    Walk prospective investors through SIP options, minimum investment amounts, lock-in periods, and entry-load structures without tying up a single RM.

  • Portfolio review scheduling

    The agent collects name, email, and preferred time slot, then books the review call directly on your Calendly or Cal.com calendar.

  • Regulatory & compliance FAQs

    SEBI disclosure requirements, risk categorization, exit load policies - the agent handles routine compliance queries that otherwise consume analyst time.

  • Client onboarding assistance

    Guide new investors through KYC requirements, documentation lists, and account setup steps while capturing their details for your onboarding team.

  • Market outlook briefings

    Serve your latest CIO commentary, market outlook, and fund manager notes as voice-ready answers that keep investors informed between quarterly reviews.

Talk to this agent right now

Click the voice orb in the bottom-right corner of this page. Ask about NAV, fund performance, compliance, or book a portfolio review. This is a live agent, not a recording.

Embed snippet
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A real conversation

A visitor asks about NJ Wealth PMS funds, gets a personalized recommendation with real performance data, clarifies fees and taxation, and books a callback - all in under four minutes.

3:48

Live demo recording

  • Knowledge baseFactual answer grounded in the fund's own data - no hallucination
  • Personalized matchRecommends a specific fund based on the visitor's stated risk appetite
  • Fee transparencyStructured breakdown - management fee, exit load, no hidden charges
  • Domain expertiseHandles a complex PMS vs mutual fund tax comparison with specific rates
  • Lead capturedName and number confirmed - warm handoff to the wealth desk
Full transcript
agent

Hello! Welcome to NJ Asset Management. Are you looking for information on our PMS strategies, or would you like to know about our fund performance and returns?

visitor

Hi. I'd like to know who's NJ and how long have you been in business?

agent

NJ Group was founded in 1994 by Neeraj Choksi and Jignesh Desai. Over three decades, the group has grown to manage more than 1.5 lakh crore in assets under management, serving over 40,000 customers. NJ PMS specifically offers SEBI-registered portfolio management services with rule-based investment strategies focused on long-term wealth creation.

Knowledge baseFactual answer grounded in the fund's own data - no hallucination
visitor

I'd like to know what funds do you have.

agent

We offer several rule-based strategies under NJ PMS. Our main portfolios include NJ Multicap, which invests across large, mid, and small cap stocks. NJ Largecap, focused on stable blue-chip companies. NJ Emerging Blue Chip, targeting mid-caps with potential to become future large caps. And NJ Value, which follows a value investing approach. Each strategy has a minimum investment of 50 lakhs as per SEBI requirements. Would you like to know more about any specific strategy?

visitor

I want aggressive growth and higher returns. What funds do you have?

Show all 24 turns
agent

For aggressive growth and higher returns, I'd recommend the NJ Multicap Portfolio. It invests across market capitalizations, which means it can capture growth from mid and small-cap stocks while maintaining stability with large-cap allocation. This strategy has historically been our best performer for investors with a higher risk appetite and a time horizon of at least three to five years. Would you like to know about its recent performance?

Personalized matchRecommends a specific fund based on the visitor's stated risk appetite
visitor

Yeah. Kind of. But kind of returns or ROI has this particular fund given the last three years?

agent

The NJ Multicap Portfolio has delivered 18.05 percent over the last three years on a CAGR basis. To put that in perspective, this has outperformed the Nifty 50 benchmark. However, please note that past performance is not indicative of future results and PMS investments are subject to market risks. Would you like to compare this with our other strategies?

visitor

Like to know what are your fees.

agent

NJ PMS charges only a fixed annual management fee, which ranges from 1.5 percent to 2.5 percent depending on the strategy and investment amount. There are no performance-linked or profit-sharing fees. The exit load is 1 percent if you withdraw within the first year, and there is no exit load after that. Additionally, standard brokerage and transaction charges will apply for the actual trades. Would you like a detailed fee breakdown for a specific portfolio?

Fee transparencyStructured breakdown - management fee, exit load, no hidden charges
visitor

Can I open an account directly with NJ without going through a broker?

agent

Yes, you can open an account directly with NJ PMS. You'll need to complete the KYC process, which includes PAN card, Aadhaar, bank account details, and a recent photograph. The minimum investment is 50 lakhs as per SEBI guidelines. Our team can guide you through the entire onboarding process. Would you like our investment desk to get in touch with you?

visitor

Our mail returns text in a PMS to a mutual fund?

agent

If you're asking about switching from PMS to mutual funds, or comparing the two, I can help clarify. In a PMS, you directly own the stocks in your demat account, which gives you more transparency and control. In a mutual fund, you own units of a pooled fund. PMS typically offers more customization and direct stock ownership, while mutual funds offer easier entry with lower minimums. Would you like a more detailed comparison?

visitor

No. I meant, how are my returns taxed in a PMS compared to a mutual fund.

agent

Your PMS returns are taxed just like direct equity investments. Short-term capital gains on holdings less than one year are taxed at 15 percent, and long-term capital gains above 1 lakh per year are taxed at 10 percent. In comparison, equity mutual fund taxation is the same for LTCG and STCG. However, the key difference is that in PMS, since you directly own the stocks, every buy and sell transaction triggers a tax event, whereas in mutual funds, taxation only applies when you redeem your units.

Domain expertiseHandles a complex PMS vs mutual fund tax comparison with specific rates
visitor

Yeah. This sounds very solid. What is the next step?

agent

I can have our wealth desk send you the detailed audited factsheet for the NJ Multicap Portfolio and schedule a one-on-one call with a senior investment advisor. Could I get your name and phone number so our team can reach out to you?

visitor

Sure. My name is Rajesh. And my number is nine eight two zero zero one two three four five.

agent

Thanks, Rajesh. Just to confirm, your number is nine eight two zero zero one two three four five, right?

visitor

That's right.

agent

Thank you, Rajesh. Our senior investment desk will be in touch with you shortly to walk you through the NJ Multicap Portfolio factsheet and help you with the next steps. Is there anything else you'd like to know about NJ PMS?

Lead capturedName and number confirmed - warm handoff to the wealth desk
visitor

Thank you.

Who this agent is forBuilt for anyone in the portfolio management services space who fields investor or client inquiries.

  • Wealth management firms

    PMS providers, AIF houses, and discretionary portfolio managers who need to handle investor queries at scale without adding headcount to the RM desk.

  • Fund distributors & IFAs

    Independent financial advisors and MFD platforms serving multiple AMCs - deploy one agent per fund house and give each client base its own voice surface.

  • Family offices

    Ultra-HNI advisory desks where every inquiry is high-value. The agent handles the routine questions so your advisors spend their time on what matters.

  • Compliance & investor relations

    The first line for repetitive regulatory and disclosure queries. The agent speaks from your approved FAQ - no improvised answers, no compliance risk.

Plugs into your stackEvery lead and every conversation data point flows to where your team already works.

  • CRM integration

    Every captured lead - name, email, phone, company - is pushed to your CRM. Apollo, HubSpot, Salesforce, or any system with a webhook endpoint.

  • Calendar booking

    Portfolio review requests, advisory calls, and onboarding meetings are booked directly into Calendly, Cal.com, or your own scheduling system.

  • WhatsApp & email alerts

    Your team gets instant notifications when a high-intent visitor engages. No lead sits in a queue overnight.

  • Custom webhooks

    Push conversation data, lead captures, and intent signals to any internal system - portfolio management software, CRM, or a custom data pipeline.

Live on your website in under five minutes

No SDK, no build step, no vendor lock-in. Drop one line of HTML and your investors can start talking.

  1. Create a widget in the AsqVox dashboard and upload your fund's knowledge base.

  2. Copy the embed snippet - one script tag with your unique widget token.

  3. Paste it into your site's HTML. The voice agent appears instantly.

  4. Leads flow into your CRM. Calls book into your calendar. You ship nothing.

Your investors have questions at 11 PM on a Sunday. Your RMs are not available. This agent is. It speaks from your fund's own data, captures every lead, and books the review call before the visitor leaves your site.

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