New AI software for mutual fund investing: How wealth managers can use it for real-time insights – CNBC TV18

ZFunds has launched a synthetic intelligence-based software, ZIVA (ZFunds Clever Digital Assistant), aimed toward helping mutual fund distributors (MFDs) and wealth managers in managing client-related workflows and advisory duties.

The corporate stated ZIVA is designed to operate as a assist system for distributors, combining analysis, portfolio evaluation, consumer communication, and workflow execution in a single platform. It allows customers to conduct mock consumer interactions, generate portfolio suggestions, and entry real-time market and fund-related insights.

In accordance with ZFunds, the platform additionally permits wealth managers to report and analyse conferences, with automated transcription and summarisation options that spotlight actionable factors. It moreover supplies contextual inputs based mostly on consumer historical past, account exercise, and funding profiles.
Throughout a pilot part involving 500 companions, the corporate reported that over 5,000 client-ready proposals have been generated via ZIVA, together with round 9,000 minutes of mock consumer conferences performed on the platform. ZFunds stated inside information from the pilot indicated that the software may cut back distributor workload by as much as 60%, notably in areas akin to portfolio evaluation and consumer servicing.
ZIVA aggregates analysis from authorised sources and presents it in a structured format for distributors to make use of in advisory work, together with goal-based portfolio building and fast portfolio critiques. It additionally consists of communication instruments that generate client-facing messages and advertising content material for digital engagement.

The platform helps each textual content and voice inputs in a number of Indian languages, together with Hindi, Gujarati, Bengali, Tamil and Telugu.

ZFunds co-founder Manish Kothari stated the target is to assist distributors with instruments that deal with operational necessities of their each day work whereas enhancing effectivity in consumer servicing.

The launch comes as India’s wealth administration sector sees elevated adoption of technology-driven advisory fashions alongside conventional distributor-led frameworks. The corporate stated the position of distributors continues to stay related in investor engagement and behavioural steerage.

ZIVA was launched on the ZFunds Founders Summit 2026 in Gurugram and is being rolled out to customers on the platform.