Find.
Growth spots the families in your network who are ready, drafts the outreach in your voice, and hands you a warm lead with a brief.
Your AI team. Your clients. Your name on every relationship.
Vouch gives mutual fund distributors a team of AI teammates that do the busywork, research at the level of the largest houses, and a client experience families love. You stay the advisor. The team does the rest.
Your day
Your day, before and after.
Today
Chasing a KYC. Formatting a review deck at 11pm. Messaging forty clients on SIP day, one by one. Wondering which fund to move out of. Rebuilding the risk-profile file before an AMFI check.
On Vouch
Three calls, each with a prep brief ready. A handful of things that need your yes. Everything else handled under your rules. The research done, the notes filed, the follow-ups drafted.
Research first
Research you can stand behind.
Every scheme in the market, scored on ten metrics, with every number linked to the fund house’s own filing. Ask it anything. It checks overlap before you recommend anything new.
A score is not a recommendation. It is the homework, done, so your recommendation is.
Things you can ask it
Low-credit-risk debt for a 3-year goalCompare 3 small caps on downside captureFunds my clients over-holdCheapest Nifty 50 index funds, tracking error checked
Not a chatbot
Agents that do work, not conversation.
Most AI in this industry answers questions. Ours picks up work and pushes it forward. A KYC lands, a mandate is signed, a client’s salary hits, a fund drifts, and the right teammate acts, then pulls you in exactly when you are needed. We are not software that plugs into your workflow. We are the workflow, end to end. And every family the system looks after makes it better at looking after the next one.
Every step
With you at every step of the relationship.
From the first message to the tenth year. The team does the legwork; you do the relationship.
Prepare.
Before every call: who they are, what they hold, what changed since you last spoke, what to suggest. After it: the notes, the action points, and the follow-up, already drafted.
Plan.
A profile, a goal map and a proposal, built by Portfolio Research and checked for suitability. You edit. You approve. Your name goes on it.
Stay close.
Check-ins on WhatsApp in the client’s language. Festival notes. Birthday wishes. A calm message on the day markets fall. Sent under your standing rules, or held for your yes.
Grow.
A salary hike, idle cash, a maturing FD. The team spots the moment and suggests the step-up or the next product. It reaches the client’s app only after you approve.
Your teammates
Meet your teammates.
Agents working your book. You approve, they execute.
Portfolio Research
Scores every scheme, checks overlap, drafts the rebalance when a client drifts from target.
For exampleFour households flagged above target equity after the mid-cap run. Rebalance basket drafted.
Growth
Finds the next conversation in your book.
For exampleNine clients cleared a salary-hike signal. SIP step-ups suggested.
Marketing
Keeps your book warm. Writes campaigns, festival notes and explainers in your voice, localises them per client, and routes anything with an opinion or a product mention back to you.
For exampleSIP-day note drafted for the book, localised to Marathi for the clients who prefer it.
Tax Analyst
Exit loads, LTCG headroom, harvesting windows, which folio to redeem from.
For exampleLTCG headroom recalculated for the clients with redemptions coming.
Compliance
Risk profile on file, every recommendation matched to it, EUIN stamped, the audit trail written as a side effect of the work, not rebuilt before an inspection.
For exampleEvery draft checked for EUIN and suitability before it went out.
Operations
KYC through the CKYC registry, mandates, the first SIP staged, redemptions before the cut-off, statements on request.
For exampleA new client finished KYC and signed the mandate. First SIP staged, waiting for your scheme split.
Control
You decide how much rope.
Set it per teammate. Change it any time.
Nothing with an opinion or a product mention reaches a client unless you said so.
Your clients
Everything your clients see carries your name.
An app in their language. Their whole money picture before they invest a rupee. A plan in three moves, narrated in your voice. An assistant that answers at 11pm and knows their plan, and that hands the conversation to you the moment it matters. A calm message on the day markets fall, before they call you in a panic.
How partnering works
Live in days, not weeks.
Your EUIN under the Vouch ARN. Orders on BSE StAR MF. Bring your practice and keep your clients. We run the platform, the research, the compliance trail and the client app. We talk through the economics on the call.
Day one
A call, and your KYD.
Within the week
Your EUIN mapped. Your teammates set to “ask me everything”.
First client
Their money map and proposal, ready for your yes.
Who this is for
Who this is for.
Distributors with a book
Who want to serve many more families without hiring.
Ex-bankers going independent
Who want their clients treated better than the bank did.
New ARN holders
Who want the tools the largest houses have, from day one.
Questions
Questions partners ask us.
Do I keep my clients?
Yes. Every relationship, every client, under your name. If you leave, they are still yours.
Do I need my own ARN?
No. You attach under the Vouch ARN with your EUIN on every transaction. If you have an ARN today, we walk you through the switch.
Who is responsible for suitability?
You approve every recommendation, and Compliance makes sure the risk profile and the record are there before you do. The audit trail is written as the work happens.
Can the AI send something to my client without me?
Only what you have allowed under your standing rules, and never anything with an opinion or a product mention. You can undo anything for 24 hours.
How is this different from the platforms I already know?
They digitised the paperwork. This does the work: the research, the prep, the follow-ups, the records. And it gives your clients an app they will actually open.
What does it cost?
We share the economics on the call.
Bring your practice. We bring the team, the research and the client experience.