Wealth Management
AI systems for wealth firms, built by people who have run the desk.
The workflows that eat your team's week, research, reporting, follow-ups, client notes, built into systems that run on your own infrastructure. We have sat on your side of the desk, and we write the code ourselves.
What we build
The workflows that eat your team's week.
These are the workflows we build for wealth firms, drawn from problems we have seen first-hand. If one of them sounds like your Monday morning, it is exactly the kind of system we build.
Research operations
The problem
Years of research spread across hundreds of Excel files: market analyses, sector notes, company deep dives. The work was good, but nobody could find it. Answering one research question meant searching folders by hand, often half a day with several people involved.
What we build
An AI system that reads across all of it. An analyst asks in plain English, and it retrieves the relevant documents and synthesises an answer, with every point traced back to the source file. The judgment stays with your analyst; the searching and stitching happen in seconds.
Folio and statement verification
The problem
Every review cycle, verifying client data meant logging into fifteen or more AMC and registrar portals, each in its own format, and copying figures into Excel by hand. Most of a day, with a copy-paste error waiting on every line.
What we build
An automated process that signs in, pulls the statements, normalises every format into one clean view, and runs unattended. Your operations team reviews the output instead of assembling it. It runs inside your own environment, on your credentials, so nothing leaves your systems.
Follow-ups that do not slip
The problem
Investment-plan follow-ups, STPs due after a liquid-fund inflow, annual reviews coming up, pending client queries. When the system is email, a spreadsheet, and memory, things fall through, and you usually find out when the client calls.
What we build
A workflow built around your firm's actual protocols, not a generic CRM. Every pending action has an owner, a deadline, and a full audit trail, and the system flags anything overdue before it becomes a problem. Nothing depends on someone remembering.
Voice-first client notes
The problem
After two or three hours with a client, the most valuable part of the meeting, the concerns and the specific requests, gets lost because nobody has time to type it up properly. Things mentioned in conversation never make it into a system.
What we build
A voice-first record: the RM just talks, and the system captures the conversation, including the natural mix of Hindi and English, and pulls out action items, follow-up dates, and preferences. The client record gets richer, and the RM never touches a keyboard.
Client reporting
The problem
Every cycle, the operations team rebuilds client review packs from scratch: pull data from several sources, stitch it in Excel, format it, brand it, send it. The time goes into assembly, not into the insight the client actually reads.
What we build
A system that pulls the latest numbers, applies your templates and branding, and generates the pack, ready to send by email or WhatsApp on a schedule or on demand. Your team reviews and approves instead of building.
Works with your stack
We build around the tools your firm already uses.
Why us
Built by people who have run the desk.
Chaitanya spent four years inside a wealth management firm, from analyst to AVP, running client portfolios and operations. Sanika has taught wealth management at NMIMS. We have lived these workflows, not read about them.
And we write the code ourselves. There is no account manager between you and the people building your system, and no translation layer turning your problem into someone else's guess. When we walk in, we already know what is broken and why.
Everything runs in your environment, on your infrastructure. Your data stays in your systems.
Which of these is your Monday morning?
Tell us the workflow costing your team the most. We will map it and show you exactly what we would build.
Talk to Us