Use cases5 journeys

Investments & Broking

Sell, top up, redeem and invest by voice. Silver Suits AI does the searching, sorting and filling; every action is confirmed by the customer.

01/ 05Use case

“Sell everything in my portfolio that’s down more than 10%.”

Filters the list itself, shows the three stocks that qualify, and one confirmation sells all three.

TodayEvery holdingchecked one by one
With Silver Suits AI1 listand one confirmation

With Silver Suits AI, in four beats

  1. Customer says“Sell down >10%”
  2. 02Portfolio filteredMatches shown
  3. 03One confirmAll at once
  4. SoldAll 3

01The problem

Reviewing a portfolio for underperforming holdings today means opening each position, sorting by returns, manually checking every stock against a threshold, and placing sell orders one at a time.

With a chatbot4 steps
  1. Open holdings
  2. Sort by returns
  3. Check each one manually
  4. Place sell orders one by one

02How Silver Suits AI solves it

The AI scans the full portfolio, filters for exactly what qualifies, and presents the matching stocks — the user confirms once, and all qualifying sells execute together.

Filters the list itself, shows the three stocks that qualify, and one confirmation sells all three.

03The benefit

A task that used to involve reviewing every holding individually now takes one filtered list and one confirmation.

TodayEvery holdingchecked one by one
With Silver Suits AI1 listand one confirmation

02/ 05Use case

“Add ₹10,000 more to my SIP, just for this month.”

Recognises it as a one-time top-up, so the SIP itself isn’t touched. Just confirm the amount.

Today3 actionspause, order, resume
With Silver Suits AI1 stepSIP untouched

With Silver Suits AI, in four beats

  1. Customer says“Add ₹10,000”
  2. 02Recognised as top-upSIP untouched
  3. 03ConfirmOne step
  4. AddedOnce

01The problem

A one-time top-up on top of an existing SIP normally requires pausing the SIP, placing a separate lump-sum order, and then resuming the SIP for the next cycle — three separate actions for what’s really a single intention.

With a chatbot4 steps
  1. Go to SIP
  2. Pause it
  3. Place a separate lump-sum order
  4. Resume the SIP next cycle

02How Silver Suits AI solves it

The AI recognises this as a one-time addition rather than a change to the SIP itself, so the existing SIP schedule stays untouched while the top-up is placed separately.

Recognises it as a one-time top-up, so the SIP itself isn’t touched. Just confirm the amount.

03The benefit

No pause-and-resume juggling — the SIP continues exactly as before, and the extra amount is added in one step.

Today3 actionspause, order, resume
With Silver Suits AI1 stepSIP untouched

03/ 05Use case

“I need ₹30,000 from my mutual funds, medical emergency.”

Fund and amount are already chosen, redemption placed. Just confirm.

Today8 screensin an emergency
With Silver Suits AI1 confirmationredemption placed

With Silver Suits AI, in four beats

  1. Customer says“Need ₹30,000”
  2. 02Fund selectedRedemption placed
  3. 03ConfirmOne step
  4. ProcessedUnderway

01The problem

Redeeming from a mutual fund during an emergency means logging in, navigating to funds, picking the right folio, hitting redeem, entering the amount, selecting the payout account, submitting, and then waiting 2–3 days — precious time when the need is urgent.

With a chatbot8 steps
  1. Log in
  2. Go to funds
  3. Pick the folio
  4. Hit redeem
  5. Enter the amount
  6. Select your account
  7. Submit
  8. Wait 2–3 days

02How Silver Suits AI solves it

The AI selects the appropriate fund and amount automatically and places the redemption — the user only needs to confirm.

Fund and amount are already chosen, redemption placed. Just confirm.

03The benefit

In a moment where speed matters most, the process collapses from multiple screens down to a single confirmation.

Today8 screensin an emergency
With Silver Suits AI1 confirmationredemption placed

04/ 05Use case

“I want to invest in tax-saving bonds.”

Just say it, and every tax-saving bond you’re eligible for shows up right there, ready to invest.

TodayCross-platformcomparison
With Silver Suits AI1 listready to act on

With Silver Suits AI, in four beats

  1. Customer says“Tax-saving bonds”
  2. 02Options shownEligible list only
  3. 03User selectsNot the AI
  4. InvestedReady

01The problem

Finding the right tax-saving bond usually means comparing platforms, brokers, and demat accounts, and working out yields and lock-in periods manually before deciding where to invest.

With a chatbot

Here are a few options: you can invest through this broker, that platform, or your demat account; you may need to compare yields and lock-in periods yourself.

02How Silver Suits AI solves it

The AI surfaces every tax-saving bond the user is eligible for in one place — the user picks from the list, the AI never picks on its own.

Just say it, and every tax-saving bond you’re eligible for shows up right there, ready to invest.

03The benefit

What used to require cross-platform comparison is now a single list, ready to act on immediately.

TodayCross-platformcomparison
With Silver Suits AI1 listready to act on

05/ 05Use case

“I want a fixed deposit that beats inflation.”

Shows the FD option that beats inflation right now, with the amount and tenure already filled in. Just confirm.

TodayManualcomparison
With Silver Suits AI1 optionready to confirm

With Silver Suits AI, in four beats

  1. Customer says“Beat inflation”
  2. 02Rates matchedOption pre-filled
  3. 03ConfirmOne step
  4. OpenedReady

01The problem

Finding an FD that genuinely beats inflation requires checking current FD rates, separately checking inflation figures, comparing across tenures, and manually working out real returns.

With a chatbot

Check current FD rates, check inflation figures separately, compare tenures, and work out the real returns yourself.

02How Silver Suits AI solves it

The AI matches current FD rates against inflation data and surfaces the option that clears it, with amount and tenure already filled in — the user only confirms.

Shows the FD option that beats inflation right now, with the amount and tenure already filled in. Just confirm.

03The benefit

A manual comparison exercise becomes a single ready-to-confirm option.

TodayManualcomparison
With Silver Suits AI1 optionready to confirm

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