Finance and Banking
Smarter Wealth Management with AI Robo-Advisors
goal
Challenge Faced
Wealth management has been traditionally limited to high-net-worth individuals. Manual advisory is expensive and not scalable for the mass market.
solution
Our Solution
We developed AI-powered robo-advisors that provide automated, data-driven investment recommendations based on customer profiles and risk appetite.
Tools we used
Approach
Step-by-Step Workflow
Step 1
Customer inputs financial goals, timeline, and risk preferences.
Step 2
AI models build optimal investment portfolio.
Step 3
Provide real-time monitoring & rebalancing suggestions.
Step 4
Continuous AI-driven advice via mobile/web dashboards.
Quantifiable Benefits
Lower wealth management costs
%
Higher engagement among millennial investors
0
%
Better portfolio performance tracking
%
Wider access to affordable financial planning
%
Who’s Using This
Betterment, Wealthfront
Vanguard Personal Advisor AI
Indian fintechs like Groww, Zerodha exploring AI
Why It Matters
AI wealth management democratizes investing, giving every customer access to personalized, professional-grade advisory.