Kassu AI

For mutual fund distributors

Every client's SIP, checked before your first coffee.

Kassu reads your CAMS and KFintech reports overnight, flags bounced SIPs, KYC holds and missing nominees, and drafts each client message in Tamil, Kannada, Telugu, Hindi or English. You approve it with one tap.

Join the founding pilot See how it works

Kassu drafts. You decide. Nothing reaches a client without your approval.

Monday · 9:02 AM
3 families need you today
Sample data
Meenakshi R.
₹5,000 SIP · Flexi cap fund · low balance
SIP bounced
Arjun K.
Email not validated with the KRA
KYC on hold
Lakshmi & Suresh
Joint folio · 2 schemes
No nominee
Draft for Meenakshi R.

Built for the 3.5 lakh+ mutual fund distributors who keep India's SIPs running.

Distributor count: AMFI data via Cafemutual, June 2026.

தமிழ்ಕನ್ನಡతెలుగుहिन्दीEnglish

The problem

The admin that quietly costs you clients.

Bounced SIPs you hear about too late

A failed debit sits in a mailback file until the client stops investing. By the time you call, the habit is already broken.

KYC and nominee gaps nobody chases

Holds and missing nominees hide across hundreds of folios. They surface only when a redemption or a claim gets stuck.

Every update typed by hand, in two languages

Clients want to hear from you in their own language. Writing each message one by one stops working past a few hundred families.

How it works

Three steps. Ten minutes a day.

01

Forward your RTA reports

Point the CAMS and KFintech mailbacks you already receive to your Kassu inbox. Your clients don't need a new app or login.

02

Get your morning flag board

Kassu sorts what changed overnight: bounced SIPs, KYC holds, missing nominees and maturing folios. The most urgent families sit on top.

03

Approve, edit or skip

Each flag comes with a message drafted in the client's language. Approve it and Kassu sends it on WhatsApp and records it in your log.

Features

Everything a one-person practice needs to run like a team.

Morning flag board

Bounced SIPs, KYC holds and nominee gaps across every folio, ranked by urgency.

Drafts in five languages

Tamil, Kannada, Telugu, Hindi and English, written the way you speak to each family.

Review prep in two minutes

A factual one-page summary of a family's holdings, SIPs and open gaps before every meeting.

Coming soon

Voice reminders

Optional calls in the client's language for SIP and KYC follow-ups, with the transcript saved to your log.

Audit-ready log

Every draft, edit, approval and send is time-stamped, so you can show exactly what went out and who approved it.

Nominee and family health

See which families are missing nominees or have outdated contact details, long before it matters.

Languages

One message. Your client's own language.

Set a language for each family once. Every draft for them follows it, in the tone you'd use on a phone call.

Tamil இந்த மாதம் உங்கள் SIP தவணை கழிக்கப்படவில்லை.
Kannada ಈ ತಿಂಗಳ ನಿಮ್ಮ SIP ಕಂತು ಕಡಿತವಾಗಿಲ್ಲ.
Telugu ఈ నెల మీ SIP వాయిదా డెబిట్ కాలేదు.
Hindi इस महीने आपकी SIP किस्त नहीं कटी।
English Your SIP instalment didn't go through this month.

Built for compliance

Kassu drafts. You decide.

Built around how distributors are regulated in India. Kassu takes the admin off your desk; the relationship and every decision stay with you.

Your approval on every message

Nothing reaches a client until you tap approve. You can edit any draft first.

Facts, not advice

Kassu summarises holdings and flags issues. It never recommends buying, selling or switching a fund.

A complete record

Drafts, edits, approvals and sends are logged with timestamps you can export at any time.

Consent-first data handling

Designed for India's Digital Personal Data Protection Act. Client data is used only to serve your clients.

Kassu will never

  • Recommend a fund
  • Send a message you haven't approved
  • Place orders or move client money

Kassu (காசு) means money in Tamil.

Kassu is built in Bengaluru, alongside distributors in Tamil Nadu and Karnataka, one practice at a time.

Parthiban Selvaraj

Founder

Nine years building software products, now focused on AI agents and voice in Indian languages.

LinkedIn

Founding pilot

Help shape Kassu for your practice.

We're working with a small group of distributors in Tamil Nadu and Karnataka. Tell us about your practice and we'll reach out on WhatsApp to set up a short walkthrough.

  • Hands-on setup with your own RTA reports
  • A direct line to the founder
  • A say in what we build next

We'll only use these details to contact you about the pilot.