🔍
Portfolio diagnostic & overlap engineerWealthProspecting
Turns an uploaded CAS statement into a first-look audit — stock overlap, expense-ratio drag, and a lead dossier an advisor can act on.
Industry
Wealth
Agents built for wealth — 6 agents.
🎯
Goal & SIP navigatorWealthRebalancing
A rules-based rebalancing and goal-tracking co-pilot — the engine decides what's true, the LLM only explains it.
📉
Market sentiment & panic interceptorWealthBehavioural finance
Drafts a reassuring, behaviourally-tuned advisor message before a market shock turns into a panic redemption.
👪
Family wealth engineWealthFamily office
Consolidates a household's PANs, HUFs and trusts into one entity graph, and catches the concentration and tax routing no single account can show.
⚖️
SEBI suitability auditorWealthSEBI compliance
Checks every proposed trade against a client's risk profile and the firm's own house rules before it goes out, and keeps an immutable record of the verdict.
✂️
Tax-alpha co-pilotWealthTax harvesting
Finds unused LTCG exemption and offsettable losses across a client's own FIFO tranches, and pairs every sale with a same-category reinvestment.
Built on the same memory layer
View all🛒Sales agent🔍Competitor watch📚Syllabus coverage auditor📝Meeting follow-through🚨On-call incident agent🧠Revision planner🧪Test case builder✅UAT scenario builder🛡️Notice defender🧾Statutory audit & working paper copilot🧮Tax structuring🏷️Transaction tagging & ledger disambiguation⚖️Claims copilot🤝Client engagement & retention agent🧭Value-led prospecting & advice copilot🔍Portfolio diagnostic & overlap engineer🎯Goal & SIP navigator📉Market sentiment & panic interceptor👪Family wealth engine⚖️SEBI suitability auditor✂️Tax-alpha co-pilot🎙️Order intake agent📦Warehouse & dispatch agent🧾Ledger & recovery agent🎓Placement coach🧑🏫AI teaching assistant