Finance Advisory
FINANCE
AI SYSTEM

KYC to portfolio management — a regulated, audit-trail-first AI system for financial advisory firms. Every recommendation is logged, every action needs approval, and every data point is SEBI-compliant.

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⚡ 10–12 weeks deployment 💰 ₹12K–₹25K/month ops cost 🤖 6 specialised agents 💬 WhatsApp-first
6 Specialised Agents

The Full
Agent System

Every agent has its own system prompt, tools, and escalation rules. Click any agent to see details.

📋
Onboarding Agent
model: gpt-4o-mini
  • KYC document collection
  • Risk profile assessment
  • Investment goal mapping
  • Account opening assistance
  • Compliance checks
KYC APISEBI PortalsE-SignEmail
💼
Portfolio Agent
model: gpt-4o
  • Portfolio performance reports
  • Asset allocation review
  • Rebalancing suggestions
  • SIP tracking
  • Tax harvesting alerts
Zerodha/Groww APIBroker APIsSheetsCRM
🔬
Research Agent
model: gpt-4o
  • Stock/MF research summaries
  • News impact analysis
  • Sector reports
  • Peer comparison
  • Earnings alert summaries
NSE/BSE APINews APIsResearch DBsWhatsApp
🎧
Client Service Agent
model: gpt-4o-mini
  • Query resolution on holdings
  • Statement generation
  • SIP start/stop requests
  • Nomination updates
  • Complaint handling
CRMWhatsAppEmailBroker API
⚖️
Compliance Agent
model: gpt-4o-mini
  • Regulatory deadline reminders
  • Client risk re-assessment
  • Audit trail logging
  • SEBI guideline updates
  • Report generation
SEBI PortalsEmailTallyDocument Store
🧾
Tax & Planning Agent
model: gpt-4o
  • Tax liability estimation
  • ELSS & 80C suggestions
  • Capital gains reports
  • ITR data preparation
  • Financial goal projections
IT PortalBroker APIPDF ToolsSheets
Data Flow

How a Message
Gets Processed

01
Message Received
WhatsApp webhook fires → FastAPI receives payload
POST /webhook/whatsapp
02
Auth + Context
Phone matched → role identified → Redis context loaded
redis.get(ctx:{user_id})
03
Orchestrator Routes
GPT-4o-mini classifies intent → selects agent
→ AGENT_NAME
04
Agent Responds
Specialist agent calls LLM + tools + RAG
gpt4o.chat(msgs)
05
Deliver + Log
WhatsApp reply sent → interaction logged
wa.send() + db.log()
Total latency target: < 3 seconds end-to-end

OPERATIONAL COST

₹12K–₹25K/month

Includes AI API costs (GPT-4o + GPT-4o-mini), cloud infrastructure, Redis, Pinecone, and WhatsApp API. Cost scales with usage volume.

WhatsApp APINSE/BSE APIsSEBI PortalsZerodha/GrowwZoho CRME-Sign
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