Yesterday, State Bank of India celebrated its 70th Foundation Day, marking 219 years of financial legacy. It’s also been a decade since the Digital India initiative, launched by Prime Minister Narendra Modi ji, began reshaping how the country connects, transacts, and grows.
At SBI MUTUAL FUND, we carry forward both these legacies, scale and digital inclusion. As India’s largest asset manager, our investors include app-first millennials and walk-in retirees, first-time SIP investors, and seasoned investors who engage every week. One platform, many journeys.
To make these journeys easier, more intuitive, and always-on.. we are introducing "Smart Assist", our AI-powered WhatsApp assistant.
Smart Assist is trained on real investor interactions from customer service interactions, emails, contact centre transcripts, CRM queries, fund classification, Scheme Information Document (SID) disclosures, and even physical interactions and training sessions.
Whether you need help:
– Understanding fund suitability
– Comparing investment options
– Completing or updating your information
– Complete transaction capabilities.
Or just tracking your NAV, SIP and fund performance…it’s available to you in natural language, any time, any day—on WhatsApp.
This is more than automation. It’s a system that learns from experience, scales with intelligence, and ensures that every investor, no matter where they are, is just one message away from clarity.
To get started, here’s a page that shows you everything Smart Assist can do: https://lnkd.in/d-bX-BF8
Say “Hi” to 9833657657 on WhatsApp and experience Smart Assist capabilities from us.
As with any AI-based services, there will be updates, improvements, and the occasional glitch. Your feedback is what helps us get better.
SmartAssist
sbimf.com
Originally posted on LinkedIn on July 2, 2025.
Srinivas Jain 