Scaling Wealth Management Without Switching Tools
Scaling Wealth Management Without Switching Tools

Apr 21, 2025

How Deep Kajina Found Structure in the Chaos of WhatsApp

Note: “Deep Kajina” is a fictional name used to protect the identity of a real client. The firm name “Arithra Wealth” is also fictional, but the story is very much real.

Deep Kajina, founder of Arithra Wealth, never intended to run his operations through WhatsApp.
But that’s where his clients felt most at home.

Every client at Arithra had their own dedicated WhatsApp group — a convenient space for updates, clarifications, and quick chats with their wealth manager. While Deep had explored the idea of building a custom app for service requests and reporting, the truth was clear: clients preferred WhatsApp. It was familiar, instant, and already a part of their daily routine.

But what started as a practical channel soon became a logistical headache.

Alongside client groups, there were internal ones — for compliance discussions, team updates, regulatory changes, and coordination. With dozens of portfolios and a growing team, Arithra was managing over 50 active WhatsApp groups — all crucial, all noisy, and none truly organized.

That’s when Chetto stepped in.

From Group Chats to Contextual Intelligence

Chetto doesn’t replace WhatsApp — it enhances it.

By sitting silently across all client and team groups, Chetto turns raw, unstructured chat data into contextual intelligencefor your firm:

  • Client queries, even when casually dropped in conversation, are captured, tracked, and followed up.

  • Compliance alerts and internal updates are automatically organized and made easily searchable.

  • Team tasks — embedded in chat threads — are pulled out, assigned, and nudged till closure.

No switching tools. No process overhaul. Just a cleaner, smarter way to work within what’s already familiar.

Why It Worked for Deep

Deep never had to onboard his clients onto a new platform.
His team didn’t need to toggle between WhatsApp and external task managers.
And overnight, his operations gained the clarity and accountability of a structured system — with zero change in behaviour.

Thanks to Chetto, Arithra now runs like a well-oiled machine — with efficient client management still at the heart of it.

If You’re in Wealth Management, You’ve Probably Felt This Too.

WhatsApp makes client communication feel effortless - until you hit scale.
That’s when things start slipping. Messages get buried. Tasks fall through. Regulations are missed.

Chetto helps you keep the ease of WhatsApp - without the cost of chaos.

Final Thoughts

WhatsApp isn’t the problem.
The lack of structure is.

Chetto brings the missing layer of intelligence to your most-used communication channel, so you can grow, without growing pains.

Made with ❤️ in Bangalore, India.

copyright @ researchify.io 2024

Made with ❤️ in Bangalore, India.

copyright @ researchify.io 2024

Made with ❤️ in Bangalore, India.

copyright @ researchify.io 2024