One screen for the whole family.
See every product Mr. Sharma's family holds with us — mutual funds, term insurance, health, IPO — in one place. Gaps are highlighted so you know exactly what to talk about on your next call.
Household members Click any name to see full history & past conversations
Rajesh Sharma
Priya Sharma
Aarav Sharma
Diya Sharma
Your morning brief, ready by 9 AM.
Every morning, FinQueue scans all your clients overnight and gives you a ranked list of who to call today and exactly why. No more guessing, no more lost cross-sell opportunities.
Today's call list Sorted by urgency · Click any row for talking points
Leads from YouTube, Insta & webinars — already qualified.
Of Pankaj sir's 5M+ followers, only a handful are ready to invest today. FinQueue chats with everyone who DMs or comments, asks 3–4 qualifying questions, and hands you only the warm ones — with a pre-call brief.
Hot leads — call today Already engaged in conversation · Calendar slots offered
Ready for: First SIP setup + KYC + risk discussion.
Ready for: Full HLV walkthrough + 2-3 quote comparison.
Ready for: Diversification talk · MF migration · HNI handling.
Ready for: Quick intro call · ELSS pitch · low ticket.
A 24×7 helper on WhatsApp — in Hindi & English.
Clients ask "mera SIP value kya hai?" or "next premium kab hai?" at any hour. The bot answers instantly with their real data. If they ask anything advisory — like "should I exit?" — it politely hands the conversation to you. No risk, no compliance issue.
Live conversations Bot handles routine · You handle advisory
Bot onlineSunita Gupta
online · just nowHDFC Mid-Cap: ₹3,21,400
Axis Bluechip: ₹2,84,560
Parag Parikh: ₹2,36,22010:14 AM ✓✓
Escalated to you — needs human reply
📞 Vikram Mehta · 10 min ago
"My HDFC Mid-Cap is down 8%. Should I exit?"
WHY ESCALATED: Advisory question — bot does not give exit recommendations.
📞 Amit Khanna · 32 min ago
"I want to change my nominee. What's the process?"
WHY ESCALATED: Doc upload step — better handled by RM personally.
📞 Reena Agarwal · 1 hr ago
"I got a bonus. How should I invest it?"
WHY ESCALATED: Recommendation needed — bot does not advise on products.
📞 Sandeep Kapoor · 2 hr ago
"My friend told me about XYZ scheme. What do you think?"
WHY ESCALATED: External product enquiry — RM judgement required.
Catches SEBI & IRDAI mistakes before you post.
Paste any draft — Instagram caption, WhatsApp broadcast, YouTube description, email — and the checker flags anything that breaks ad-code rules. Green means safe. Red means rewrite. FinQueue also gives you a compliant rewrite in one click.
Draft being checked Instagram reel caption · Marketing team · 20 May, 11:32 AM
Not safe to postDM me and I'll tell you the exact fund that will double your money in 3 years. Risk-free wealth creation begins here 💰
#MutualFundsSahiHai #SIP #WealthCreation
"Guaranteed 22% returns" — SEBI Ad Code violation
Mutual funds cannot promise or imply guaranteed returns. Past returns ≠ future performance. This phrasing can trigger investor complaints & ARN suspension.
"The exact fund that will double your money" — Advice without disclaimer
Specific recommendation without Riskometer mention or scheme document reference. Avoid promising specific outcomes by fund name in social posts.
"Risk-free wealth creation" — Misleading
All mutual fund investments are subject to market risk. Phrase contradicts the mandatory disclaimer.
Missing mandatory disclaimer
"Mutual Fund investments are subject to market risks, read all scheme related documents carefully" not present. Must be in caption or first comment.
#MutualFundsSahiHai usage is correct
AMFI's official campaign hashtag used appropriately. Brand-safe.
Walk into every meeting with a full plan ready.
The client fills a small form (or chats with the bot). By the time you sit down, the HLV is calculated, the gaps are mapped, and the recommended product mix is on your screen. You spend the meeting confirming, not data-collecting.
Client snapshot Auto-filled from intake form & past chats
- Head of family
- Suresh Mehta, 42
- Spouse
- Anjali Mehta, 39 (homemaker)
- Children
- 2 — ages 11 and 7
- Annual income
- ₹24,00,000 (Suresh, salaried)
- Monthly expenses
- ₹95,000
- Existing investments
- EPF ₹18L, FD ₹6L, no MF or stocks
- Existing insurance
- Employer term ₹50L, employer health ₹3L
- Liabilities
- Home loan ₹38L outstanding (10 yrs left)
- Top goals
- Kids' education (₹60L by 2034), retirement at 60
Protection & wealth gap What he needs vs. what he has
Recommended product mix Your pre-built pitch — review & adjust
| Product | Amount | Rationale |
|---|---|---|
| Term insurance top-up | ₹1.5Cr cover | Cover income for kids' upbringing + home loan |
| Family floater health | ₹20L SI | Employer cover not portable; private cover essential |
| Kids' education SIP | ₹18,000/mo | Will compound to ~₹62L by 2034 @ 12% CAGR |
| Retirement SIP | ₹15,000/mo | To bridge retirement gap of ₹3.4Cr by age 60 |
| ELSS for tax saving | ₹12,500/mo | Tax saving + equity exposure; lock-in only 3 yrs |
Never lose a client to a forgotten renewal.
Every insurance renewal, every SIP that stops, every KYC about to expire, every portfolio that drifts too far from target — flagged 30 days in advance with a draft message you can send in one tap.
Upcoming timeline Sorted by date · Drafts ready for each
Sunita Patel — Health policy renewal due
HDFC Ergo Family Floater · Renewal 3 June · Premium ₹28,400
Amit Khanna — SIP stopped 38 days ago
ICICI Bluechip SIP of ₹15K/mo · No bounce, just paused
Vikram Mehta — Portfolio rebalance needed
Mid-cap weight 47% vs target 30%. Rally inflated weight.
Rakesh Joshi — KYC expiring
PAN-Aadhaar re-verification due. Currently on form CKYC.
Priya Singh — Term insurance renewal
HDFC Click 2 Protect · ₹1Cr cover · ₹14,200 premium
Neha Bansal — Daughter turns 18, education goal in 2027
Begin gradual equity→debt shift. 70:30 → 50:50 now, → 30:70 in Q4.
Match every open IPO to the right clients in seconds.
An IPO opens → FinQueue pulls your client list, filters by who actually fits the risk profile and ticket size, drafts a personalized pitch, and gives you a one-tap "send to all matched clients" button.
Aksharaa Industries Ltd IPO · MAINBOARD · BSE & NSE
Mid-cap chemicals manufacturer · Strong P/E vs peers · Promoters retain 64% post-issue · GMP currently +₹85.
Matched clients Tap any to see their personalized message
"Rohan ji, Aksharaa Industries IPO is live till 22 May. Mid-cap chemicals, price band ₹420–445, lot ₹14,685. Given your past pattern (you applied to 8 of the last 10 chemical-sector IPOs and exited 6 within 90 days at avg +18%), this fits your strategy. GMP is +₹85 currently. Want me to apply 1 lot for you and your HUF?"