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
<script
  src="https://widget.asqvox.com/aiw-voice-widget.js"
  data-widget-token="wt_fe33e63a3344feebb3b93636d5769a2a"
  data-backend-url="https://api.asqvox.com"
></script>

A real conversation

A live call with the PMS fund voice agent - recording coming soon.

Click the voice agent below to start a live conversation.

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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