About
About Wint Wealth
Wint Wealth is a SEBI-registered wealth management and investment platform that helps retail and HNI investors invest in products such as bonds, debentures, PMS, AIFs and market-linked debentures.
The business is relationship-manager driven. Its RMs each manage their own set of clients through the investment journey, from understanding products and making investments to portfolio servicing, KYC, tax and TDS queries, and family and HUF account management. A large part of this communication happens on WhatsApp, making it an important channel for both sales and customer service.
The challenge
What they set out to solve
Wint Wealth wants to provide high-quality, personalised customer service over WhatsApp at scale. The key challenges:
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