Wealthtech startups, digital advisory platforms

AI Robo-Advisory & Fund Scoring Engine

LangChain-powered advisory systems that score mutual funds and generate co-branded proposals automatically.

The Problem

Wealth advisors waste hours manually analyzing fund performance and parsing CAMS CAS PDFs. AI-powered robo-advisory can handle this in seconds — but requires deep integration with Indian financial data sources.

Our Approach

We build AI robo-advisory engines using LangChain and GPT-4, integrated with CAMS CAS parsers, 10-metric fund scoring models, and automated co-branded proposal generation systems.

Key Features

10-metric AI mutual fund scoring engine

CAMS CAS PDF parser & structured extraction

LangChain + GPT-4 advisory co-pilot

Risk profiling questionnaire engine

Automated co-branded proposal PDF generation

Pinecone vector DB for fund knowledge base

Real-time NAV and market signal integration

Advisor review & override workflow

Technical Architecture

Python FastAPI backend with LangChain orchestration, OpenAI GPT-4 for advisory intelligence, Pinecone for vector embeddings, CAMS API integration, React.js advisor dashboard.

Python FastAPILangChainOpenAI GPT-4Pinecone DBReact.jsCAMS APIs

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