Mumbai : In a significant move towards enhancing digital engagement and investor convenience, Tata Asset Management (Tata AMC) has launched ‘Mr. Simple’, an AI-powered WhatsApp bot designed to simplify mutual fund investing through an intuitive, real-time conversational interface.
The launch of ‘Mr. Simple’ comes close on the heels of Tata AMC’s new mobile app rollout earlier this month, which offers users a unified view of their financial portfolio under the tagline “One App. One View. Infinite Opportunities.” Building on that digital foundation, the WhatsApp bot further strengthens the company’s commitment to delivering accessible and intelligent investment solutions.
With ‘Mr. Simple’, investors can start a Systematic Investment Plan (SIP), make lump sum investments, redeem units, or check NAVs directly within WhatsApp. Additionally, key service requests such as updating bank details and downloading account statements can now be handled effortlessly without logging into multiple platforms.
“At Tata Asset Management, we are focused on removing the friction from investing and replacing it with simplicity, intelligence, and convenience,” said Hemant Kumar, Chief Distribution and Digital Officer at Tata AMC. “Our mobile app and now the AI-powered WhatsApp bot reflect our larger vision of empowering investors to discover, decide, and act on their investments with confidence and ease.”
One of the key features of the bot is its intelligent discovery engine, enabling users to explore the entire Tata Mutual Fund product suite through natural language queries, receiving personalized insights and instant assistance.
To start using the service, users simply need to send “Hi” to Tata AMC’s official WhatsApp number +91 70457 48282, making investment as easy as texting a friend.
With innovations like ‘Mr. Simple’, Tata Asset Management continues to pave the way for a future-ready, inclusive digital ecosystem that meets the evolving needs of modern investors.
