For Financial Advisors
Stop losing leads to slow follow-up.
An AI that calls every lead in 30 seconds — in their language — qualifies them, books your consultations, and hands you only the clients worth your time.
Built for mutual fund distributors, insurance advisors, and financial planners · Bengaluru, India
New lead · Meta Ads
Retirement planning · Bengaluru
AI calling — in Hindi
answered in 30 seconds
Qualified & scored
Score 92- Monthly SIP
- ₹20,000
- Goal
- Child education
Consultation booked · today 11:00 AM
The Advisor's Reality· 01
Your ad spend dies in the gap between a lead and a callback.
You run the ads. The leads come in. Then you're in a client meeting — and by the time you call back, they've spoken to three other advisors.
5 hours
average callback time
A Meta lead goes cold in minutes. You reach them hours later, if at all — because you were doing your actual job: advising.
1 language
your tele-caller speaks
Your leads are Hindi, Tamil, Kannada, Marathi. One human caller can’t switch, so half your funnel never gets a proper conversation.
₹28-30k
a tele-caller costs / month
Salary, PF, a desk, a supervisor — for someone who dials 70 numbers a day, works 8 hours, and quits every seven months.
Shown on a log scale — the real gap is roughly 600×.
The Shift· 02
Every lead deserves a call in 30 seconds.
Not in five hours. Not in the language you happen to speak. In theirs, the moment they raise their hand — while they still remember filling in your form.
Until now that meant hiring a call team. NexShift is the call team — one that never sleeps, speaks eight languages, and costs less than one junior hire.
What NexShift Does For You· 03
One AI runs your whole funnel — lead to investment — while you advise.
Facebook / Google lead
The moment it arrives
AI calls in 30s
In their language
Qualifies & scores
Corpus, goal, risk
Books the webinar
+ WhatsApp reminders
Books your 1-on-1
Only qualified leads
What you stop doing
Cold-calling. Chasing no-shows. Re-dialling switched-off phones. Reminding people about webinars. Re-qualifying leads you already paid for.
You keep
The advice, the relationship, the close.
See It Work· 04
You read one AI summary in 15 seconds. Not a 4-minute recording.
The call · Hindi · 4m 12s
AI assistant ↔ Rahul, prospect
Namaste, main Kulkarni Wealth ki AI assistant bol rahi hoon. Retirement planning ke baare mein 2 minute baat kar sakte hain?
Haan bataiye
RHar mahine kitna invest kar paate hain abhi?
20,000 ke aas paas. Bachchon ki education ke liye.
RSamajh gayi. Saturday 11 baje ek masterclass hai — register kar doon?
Patni se baat karke... haan theek hai
RAI summary
Score 92- Age
- 42
- City
- Bengaluru
- Corpus
- ₹30 L
- Monthly SIP
- ₹20,000
- Risk
- Moderate
- Goal
- Child education
- Interested
- Yes
- Objection
- Spouse discussion
NextConsultation today 11:00 AM · joint call suggested
Your Morning, In One Screen· 05
Open the app. See the money in motion.
Today's revenue pipeline
₹1.24 Cr
potential AUM in play today
18
live opportunities
₹4.1L
your est. commission
62%
close probability
145
AI calls scheduled
102
calls completed
11
appointments today
37
webinar sign-ups
18
hot prospects
7
missed — auto-retry
Today's conversion journey
86
leads
AI called
81
94%
Webinar
27
registered
Consultation
14
booked
Invested
₹48L
6 clients
Speaks Your Book's Language· 06
Eight Indian languages. It switches mid-call, the moment they reply.
Your leads aren't all English speakers — so why is your caller? The AI detects the language on the first reply and continues in it, natively.
Hindi
हिन्दी
English
Indian English
Kannada
ಕನ್ನಡ
Tamil
தமிழ்
Telugu
తెలుగు
Marathi
मराठी
Gujarati
ગુજરાતી
Bengali
বাংলা
Try it on yourself first. Have the AI call your own number in your language before you ever point it at a real lead. Most advisors do.
What To Expect· 07
From 2,100 leads to ₹2.3 Cr of AUM.
A 90-day picture from a single advisor running Meta ads. Your numbers will differ — but the shape holds.
₹4,912
cost per customer
3.7×
return on ad + AI spend
142 hrs
of your time saved
Live In About 13 Minutes· 08
No demo call. No sales cycle. Just go.
Create your account
Sign up in under a minute — no card, no demo call, no sales team to get past.
Connect your leads
Meta lead forms, Google, or a CSV of leads you already paid for and never called.
Pick your languages
Hear a sample call in each before you trust it with a single lead.
Go live
Your AI starts calling within 60 seconds. Watch the first conversations land in real time.
Best first campaign: point it at your dead leads. You already paid for them, they're written off — so there's nothing to lose and three meetings to gain.
Let's get you live
Every lead answered. In their language. In 30 seconds.
Let the AI call your own number first, in your language. If it doesn't sound like the caller you'd hire, you've lost nothing.
Prasanna Padmanabhan · Founder & CEO · Bengaluru, India