Wealthy’s Rs 130 Crore Bet: How AI-Powered Platforms Are Democratising Financial Advice Across India
In a modest office in Lucknow, a first-generation financial adviser juggles spreadsheets, compliance paperwork, and client queries—managing wealth portfolios with tools that wouldn’t look out of place in the 1990s. Meanwhile, institutional wealth managers in Mumbai deploy sophisticated AI algorithms that analyse market trends, optimise portfolios, and flag compliance issues automatically. This chasm between institutional […]