WhatsApp Message Templates
Meta WABA ConnectedPre-approved Meta WhatsApp templates for PL Capital marketing outreach and real-time transactional trade alerts.
Total Approved
7 Templates
Ready for instant dispatch
Utility & Alerts
3 Active
24/7 service window bypass
Marketing Campaigns
4 Active
SEBI opt-in compliant
Dispatches Executed
1,54,790
Across all client segments
| Template Name & Category | Header Format | Meta Status | Message Body Preview | Usage | Action |
|---|---|---|---|---|---|
pl_wealth_portfolio_rebalance_v2 MARKETING· lang: en | TEXT Quarterly Asset Allocation · PL Wealth | APPROVED Quality: HIGH | Dear {{1}}, our Investment Committee has updated the quarterly asset allocation model for your {{2}} portfolio. High conviction shifts identified in Large-cap and Fixed Income. Would you like to review the changes with your Senior RM? 3 buttons attached | 14,250 sends | |
pl_demat_reactivation_offer_v1 MARKETING· lang: en | IMAGE PL Capital 4x MTF Leverage Offer | APPROVED Quality: HIGH | Hello {{1}}, reactivate your PL Capital trading account in 60 seconds with 100% digital KYC. Enjoy Zero AMC for life, 4x leverage on 850+ approved MTF stocks, and ₹0 brokerage on your first 30 days of trading. 3 buttons attached | 22,800 sends | |
pl_rm_appointment_confirmation UTILITY· lang: en | TEXT Appointment Confirmed · PL Capital | APPROVED Quality: HIGH | Namaste {{1}}, your portfolio advisory session with {{2}} is confirmed for {{3}} at {{4}}. Join via video link or visit our branch at {{5}}. Reply to this message if you need to reschedule. 2 buttons attached | 8,420 sends | |
pl_trade_execution_advisory_alert UTILITY· lang: en | TEXT PL Capital Execution Summary | APPROVED Quality: HIGH | Order Executed: Your order to {{1}} {{2}} shares of {{3}} at avg. price ₹{{4}} has been filled on {{5}}. Contract note will be dispatched to your registered email. Check real-time portfolio holdings below. 2 buttons attached | 45,900 sends | |
pl_research_diwali_muhurat_picks MARKETING· lang: en | DOCUMENT PL_Muhurat_Picks_2026.pdf | APPROVED Quality: HIGH | Diwali Muhurat Trading 2026: PL Capital Research Desk presents 10 High-Conviction picks across Capital Goods, Financials, and Pharma. Download the detailed institutional research note attached below. 2 buttons attached | 18,900 sends | |
pl_kyc_remediation_compliance UTILITY· lang: en | TEXT SEBI Mandate: KYC Verification | APPROVED Quality: HIGH | Important Notice for Demat {{1}}: As per regulatory circular, your periodic KYC details require verification before {{2}} to avoid account restrictions. Complete your digital CKYC verification via Digilocker in 2 minutes. 2 buttons attached | 6,120 sends | |
pl_sme_ipo_anchor_notification MARKETING· lang: en | TEXT Upcoming IPO Allocation | IN REVIEW Quality: MEDIUM | Exclusive Opportunity: Anchor book bidding for {{1}} opens on {{2}}. Price band: ₹{{3}} - ₹{{4}}. Review anchor investor participation and apply through your UPI demat gateway. 2 buttons attached | 0 sends | |
pl_auth_otp_verification AUTHENTICATION· lang: en | No Header | APPROVED Quality: HIGH | {{1}} is your one-time verification code for accessing your PL Capital wealth portal. Valid for 5 minutes. Do not share this OTP with anyone, including PL employees. 1 button attached | 38,400 sends |