Monday, 1 September, 2025
AI-Powered Hyper-Personalization Revolutionizes Wealth Management in India
Wealth management firms are harnessing AI and analytics to deliver hyper-personalized portfolios, tailoring investments based on each client’s risk appetite, liquidity needs, tax strategies, values, and life events. Real-time AI tools dynamically rebalance portfolios and proactively suggest adjustments—such as education planning or increased retirement contributions—triggered by life changes.
Read full story at Economic Times