WEALTH OPERATORAI WealthTech Lab

Building the Future of AI-Native Wealth Management

Working AI prototypes for the Indian wealth management ecosystem — built in public, on synthetic data, solving real business problems.

Explore Projects About the Lab

Featured AI Projects

Complete systems, not isolated demos — each one is a written case study with a working prototype.

Cyborg RM Nudge Engine

Live

Turns a market headline into compliance-aware, client-personalized WhatsApp drafts for relationship managers.

  • Gemini API
  • Streamlit
  • Python
  • Synthetic data

WealthTech RAG Assistant

Planned

A retrieval-augmented chatbot that answers drawdown and allocation questions over anonymized PMS/AIF factsheets.

  • LlamaIndex
  • RAG
  • Python

AA Wealth Profiler

Planned

An advisor-facing opportunity dashboard built on mock Account Aggregator (Sahamati) JSON data.

  • Account Aggregator
  • Python
  • Mock data

Current Roadmap

Now building

Cyborg RM Nudge Engine

Synthetic HNI dataset, Gemini-powered drafting, Streamlit UI.

Next

WealthTech RAG Assistant

RAG over anonymized PMS/AIF factsheets with LlamaIndex.

Later

AA Wealth Profiler

Advisor dashboard on mock Account Aggregator JSON.

About Wealth Operator

An independent AI WealthTech lab created by Dhirendra Saini - a decade inside India's wealth management industry, now building AI-native wealth products/solutions in public.

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