# Handle Mutual Fund and SIP Enquiries by Call | CallCeptor

> Let visitors call an adviser from scheme pages and SIP calculators. Route by page, book callbacks and keep a record for compliance.

Source: https://callceptor.com/use-cases/mutual-fund-sip-enquiries/

Use case

## Turn mutual fund page visits into adviser conversations

People reading factsheets and SIP calculators have questions that a form answers slowly. A Call button puts an adviser one click away.
Last updated 4 October 2026

### How it runs

- Visitor on a scheme page clicks Call.
- Intake: new or existing investor, topic.
- The adviser team rings with the page name on screen.
- Notes and a disposition are saved on the lead.

### The rule to set

URL /funds/* rings the investment advisers team.

#### Features used

- [Routing by page and topic](https://callceptor.com/features/page-routing/)
- [Agent console](https://callceptor.com/features/agent-console/)
- [Compliance-grade recording](https://callceptor.com/features/recording/)

### Questions we get asked

#### Can we show registration details?

Yes. Your registration details can show on the widget before the call.

#### Does it work for small distributors?

Yes. The free plan covers one agent.

[All use cases](https://callceptor.com/use-cases/)