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.
Featured AI Projects
Complete systems, not isolated demos - each one is a written case study with a working prototype.
Cyborg RM Nudge Engine
LiveTurns a market headline into compliance-aware, client-personalized WhatsApp drafts for relationship managers.
- Gemini API
- Streamlit
- Python
- Synthetic data
WealthTech RAG Assistant
LiveA RAG system that knows which of four disagreeing documents is telling the truth.
- RAG
- FastAPI
- Streamlit
- Ollama
- Python
Current Roadmap
Planned
AA Wealth Profiler
Account Aggregator access to a client's external holdings is now available on almost every fintech platform in India, so getting the data isn't the differentiator anymore. What's still missing is what happens after: once AA is connected, most RMs never actually sit down and review a client's outside portfolio, because doing it properly - concentration risk, allocation drift, overlap with what they already manage - takes more time than anyone has. This tool runs that review automatically the moment the data lands, and hands the RM a ready page to walk into the next client meeting with, instead of the review simply never happening.
Planned
RM Meeting Co-Pilot
An RM has 15 client meetings this week. Before each one, they should review the client's full portfolio, recent transactions, past meeting notes, and how their holdings have performed - but nobody actually does this prep well, because it means opening five systems and reading through all of it manually. An LLM can turn that scattered mix of notes and numbers into a one-screen briefing before the meeting starts, so nothing falls through the cracks - like the client who asked about diversifying into gold last time and still hasn't heard back.
Planned
Notes-to-CRM Extractor
Turns unstructured meeting notes into structured CRM fields automatically. A Relationship Manager meets a client, gets feedback, or wraps up some business - then has to log it in the CRM before the next meeting. Instead, they can just open this tool and talk while traveling, and it logs the feedback in the CRM for them, saving the time.
Planned
Cross-Sell Rationale Generator
Personalized, compliant reasoning for why a specific product fits a specific client - this tool would read the client's actual transaction/holding history and generate the specific, personalized rationale an RM can say out loud.
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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