Geojit launches WhatsApp channel to simplify the stock trading experience for its clients

Geojit Financial Services Ltd., has announced the launch of a one-of-its-kind WhatsApp Channel for its clients which will offer the convenience of stock trading by chatting with the dealers, investing in Mutual Funds, tracking funds transfer details, and other essential reports, at their fingertips.

The WhatsApp channel developed by Geojit Technologies, also gives a superior trading and investment experience to the clients of Geojit, helping them manage their dealings within the safety and comfort of their homes in this pandemic phase.

While making trading as simple as WhatsApp chatting, Geojit has ensured that all communications on its WhatsApp Channel are logged so that the trade confirmations through this channel have legal acceptance. The WhatsApp Channel of Geojit has the added advantage of safety features such as customer authenticity, traceability, and self-service.

Commenting on the launch of this distinctive service for the clients on WhatsApp, Jones George, Chief Digital Officer of Geojit said, “The launch of the WhatsApp Channel is a key milestone in our mission to further enhance customer convenience by combining our in-depth industry know-how with technology intervention.”

“Especially during the time of COVID, as everybody continues to work from home, we aim to provide the most seamless yet compliant customer-dealer interaction without requiring any additional effort from the customer. Our simplified trading mechanism has not only made trading effortless, it has emerged one of the safest, banking on a secure authentication process,” George added.

“With our new innovative WhatsApp Channel, no additional application download is needed to trade and keep track of financial transactions. As the segment is dynamic and rapidly evolving, we’ll continue to add more features to our WhatsApp Channel, as we go forward.”

The clients can access the WhatsApp Channel by sending a WhatsApp message to +91 99955 00044 from their registered mobile numbers. After successful authentication, they can access three customized services on WhatsApp – Chat with Dealer, Self-Service, and Statement and Reports.

Through Chat with Dealer, after the verification process, a client can chat with a dealer associated with her/his branch to trade in equity and derivatives. All communications between the client and the dealer are saved in the servers, thus enabling Geojit to collect trade confirmations through WhatsApp.

Jayadev M Vasantham Vice President of Geojit Technologies said, “WhatsApp has revolutionized the way we communicate and it is the de-facto communication app everyone has on their phones. For sure, our Whatsapp channel will unleash the gargantuan possibilities of conversational commerce and augmented customer engagement.”

With the Self-service module, clients holding FundsGenie Mutual fund investment platform account can invest in Mutual Funds, view Mutual Fund recommendations as well as their Mutual Fund portfolios.

On the other hand, the Statements and Reports facility allows clients to view the ledger, fund transfer details, and access research data from Geojit. Also, the clients have the option to add unregistered numbers to the WhatsApp Channel as well.


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