Official WhatsApp APIServe Every Client Personally, on a Channel Your Firm Owns
Clients want to reach their relationship manager on WhatsApp, but firms need those conversations on record, not on personal phones. Chakra Chat gives every RM a firm-owned WhatsApp channel with access controls, and automates statements, SIP reminders, and KYC so RMs spend their time on advice.
No Credit Card RequiredBuilt for scale. Proven across industries. Trusted by thousands.
Businesses love growing on WhatsApp with Chakra Chat
See why teams trust Chakra Chat for WhatsApp API, campaigns and support, in their own words.
- Rated on
4.8/ 5
Read reviews on G2 → - Rated on
4.3/ 5
Read reviews on Trustpilot →
Wealth Servicing, Personal and Controlled
For wealth managers, mutual fund distributors, family offices, and registered investment advisors.
Client Conversations on the Firm's Record
- Firm-Owned RM Conversations - Client conversations stay on the firm's number and inbox, not on an RM's personal phone.
- Client-Level Access Control - Each RM sees only their own clients, while compliance and leadership keep oversight.
- OTP Before Portfolio Details - Clients verify with an authentication OTP before portfolio details are shared.
Statements and SIP Alerts, Automated
- Statement Delivery - Monthly statements and capital gains reports are delivered as documents from your back office through webhooks.
- SIP Reminders & Confirmations - SIP due, SIP processed, and failed SIP alerts go out automatically.
- Maturity & Redemption Alerts - Maturity and redemption alerts are sent before key dates.
Onboarding and Reviews Without Paper Chase
- KYC Onboarding - New clients receive a KYC checklist and share documents in chat.
- Re-KYC Reminders - Periodic KYC and nominee updates are prompted with reminders.
- Portfolio Review Booking - Clients book quarterly review meetings with their RM in chat.
Staying in Touch Between Reviews
- Segmented Research Updates - Share market commentary, research notes, and event invites with opted-in client segments.
- Prospect Capture - Prospects from seminars and Click-to-WhatsApp ads are captured as leads, tagged by source.
- RM Calls on WhatsApp - RMs call clients from the inbox with WhatsApp Calling, with call analytics.
Why Advisory Firms Formalise WhatsApp
Audit-Ready Records
Conversations are on firm systems with role-based access.
Less Back-Office Effort
Statements and SIP alerts go out automatically.
Faster Onboarding
KYC is completed through a guided chat.
More Review Meetings Held
Clients book reviews without back-and-forth.
More Productive RMs
RMs spend time on advice instead of admin.
Better Client Retention
Regular updates strengthen client relationships.
Trusted by 1000+ businesses
Built for scale. Proven across industries. Trusted by thousands.
Trusted by businesses across 65+ countries — from startup founders to enterprise teams — Chakra Chat is the platform behind every WhatsApp-first customer engagement strategy.
- 3000+
- Customers
- 85+
- Countries
- 300Mn+
- Messages Sent
- 3Mn+
- Chatbot Sessions
- 2Mn+
- AI Responses
Every session, every reply, every automated flow — quietly working in the background, so your business never misses a moment that matters.
Few words of ❤️ from our customers
Get Started With WhatsApp API in few Steps
No technical setup, no long onboarding. Be live on WhatsApp API and sending messages in under 15 minutes.
Chakra Chat Sign Up
Create a Chakra Chat Account
Connect WABA Number
Embedded Signup to connect WABA & Number
Chakra Chat Subscription
Subscribe to Chakra Subscription plan
Start Engaging Customers
Start conversations, template message broadcasts
Set up Advanced Features
Setup Auto reply bot, AI agents, WhatsApp Calling
Setup Metrics & Reports
Track Campaign Delivery, Chat Response Time