Automated market opportunity alerts to active clients, contract note delivery to all clients, dormant client reactivation campaigns, and a bot that handles common queries without your team.
The automations that run in the background while you focus on the work.
Time-sensitive market alerts to active clients in under 30 seconds.
Automatic WhatsApp with contract note PDF after every trade.
3-message sequence to clients who haven't traded in 60+ days.
Account opening, KYC document collection, and first trade guidance via WhatsApp.
Monthly SIP due date reminders with UPI payment links.
NAV queries, portfolio summary, KYC status — answered automatically.
“We reactivated 34% of our dormant clients with a 3-message WhatsApp sequence. That's 200 accounts that hadn't traded in 6 months placing orders again. The alert system means our top clients act on opportunities within minutes.”
— Stock broker, Mumbai — 800 clientsWA.Expert sends approved message templates. Investment advice in WhatsApp messages must comply with SEBI guidelines — always send templated information, not specific buy/sell advice, in broadcast messages.
Yes. WA.Expert's API connects to your back-office system. Portfolio summaries, P&L statements, and account balances can be sent as personalised WhatsApp messages.
WA.Expert's broadcast system delivers to up to 1,000 contacts per minute. A market alert to 800 clients reaches all of them within 1 minute of sending.
Document requests, collection, and status updates can be managed through WhatsApp. Clients upload documents via WhatsApp; they are stored in your WA.Expert account.
Yes. SEBI's February 2026 circular (effective 1 May 2026) requires all SEBI-regulated intermediaries, including stock brokers and investment advisers, to disclose their registered name and registration number at the start of securities-market-related content on social media, and SEBI's definition of 'social media platform' explicitly covers WhatsApp, including broadcast groups. Any market alert or opportunity broadcast sent on or after that date should open with your registered name and registration number. Trade confirmations, contract notes, and account-specific updates to an existing client are transactional, not securities-market content, so this applies to market alerts and broadcasts rather than routine account communication.
Full platform. 3-day free trial. ₹599/month after that — everything included.
Chat with us on WhatsAppRepresentative of results our customers see.
"Setup was easier than expected. Bot was live the same day"
"Support actually responds on WhatsApp. That made the difference for us"
"599 a month for everything. Honest pricing. No hidden charges on Meta rates"
Not sure if WA.Expert is right for you? Message us. A real person replies in under 2 minutes. No sales pitch. Just honest answers.
Chat with us on WhatsAppMon–Sat 9 AM–8 PM IST • Real person, not a bot • Usually replies in 2 minutes