Investment Recommendation Bot
Deliver Personalized Investment Advice with AI Precision
Empower users to make smarter investment decisions through Kriatix’s AI-powered Investment Recommendation Bot — built for wealth platforms, robo-advisors, and digital brokers.
See Investment Recommendation Bot In Action
The Investment Recommendation Bot helps fintechs, wealth managers, and investment platforms personalize financial recommendations for each user. It evaluates parameters such as income, goals, risk appetite, and market conditions to suggest suitable portfolios, mutual funds, or asset allocations.Using AI and behavioral analytics, it ensures investors receive advice that’s personalized, compliant, and data-driven.
🔹 AI-driven portfolio and asset recommendations
🔹 Goal-based planning and real-time market alignment
🔹 Built-in risk and suitability scoring for compliance
What Is the Investment Recommendation Bot?
The Investment Recommendation Bot combines natural language understanding, recommendation models, and financial APIs to deliver hyper-personalized investment advice. Users interact conversationally, describing goals like “save ₹5L in 3 years”—and the bot responds with optimized investment strategies.
It can also rebalance portfolios dynamically based on market data and customer updates.
Who Is It For?
| Role | How They Benefit |
|---|---|
| Wealth Managers | Offer automated, compliant advice to clients |
| FinTech Platforms | Add robo-advisory capabilities without custom AI builds |
| Retail Investors | Receive personalized, goal-based investment plans |
| Brokers/Advisors | Scale advisory services with AI co-pilot support |
| CXOs / Product Heads | Increase platform stickiness and customer lifetime value |
Key Features
- Risk Profiling Engine: Assesses risk tolerance based on questionnaire or transaction data.
- Portfolio Recommender: Suggests ideal asset mix (equity, debt, gold, etc.) based on profile.
- Market Data Integration: Fetches real-time fund or stock performance.
- Chatbot Interface: Conversational interaction for ease of use.
- Compliance Layer: Ensures SEBI/RBI suitability requirements.
Benefits
- Personalize investment journeys for every user
- Improve customer engagement and platform retention
- Enhance compliance through transparent recommendations
- Enable scalable, self-serve advisory experiences
- Integrate AI-driven insights into existing wealth platforms
How It Works
- Connect Kriatix AI to your user database or CRM.
- Configure the risk questionnaire and mapping logic.
- Integrate with mutual fund or market data APIs.
- Deploy the chatbot or dashboard interface for users.
Add-ons & Integrations
- Wealth APIs: BSE Star MF, NSE, Morningstar, Zerodha Kite Connect
- CRM Systems: Salesforce, Zoho CRM, WealthEngine
- Analytics Tools: Power BI, Tableau, FinBox APIs
Deployment & Access
-
- Cloud-based with secure role access
- Embedded widget or white-label option
- Configurable compliance and advisory rules
What Our Partners Are Saying
"Company AI-powered interfaces have been praised for their usability ,Through exhaustive research and advanced automation, Kriatix made the application fluid, accessible, and future-ready for all users. The team adapted quickly to deliver complex AI-driven tasks and independently developed creative, detailed solutions. Their AI chatbot services stood out in particular — seamlessly integrating conversational AI that enhanced user engagement and streamlined support."
Amit Kumar
Co-Founder, Venture Transform Strategy Consulting LLP
"Kriatix.ai delivered the AI-powered application on time, leveraging Agile methodology to ensure flexibility and efficiency. The team conducted bi-weekly demos, keeping the project transparent and aligned with our goals. Using Jira, GitHub, and Slack, they maintained flawless communication and streamlined project management.Their integration of AI chatbots for real-time feedback loops accelerated our release cycle by nearly 25% and reduced manual validation efforts by 40%, resulting in a smoother, faster, and higher-quality delivery."
Sumit Kumar
CEO, HImalayan Basket Private Limiteds
"The AI-powered website delivered by Kriatix.ai is both visually appealing and high-performing they built a website that not only impressed us with its sleek design but also outperformed our expectations in speed and functionality. Their team worked as true partners—creative, experienced, and highly attentive to every detail.By integrating AI personalization and intelligent chatbots, the website now adapts to user behavior in real time, leading to a 35% increase in engagement and a 25% reduction in support queries."
Sneha Das
CEO, Ittisa
"Kriatix.ai completed the deliverables with excellence, often going the extra mile by suggesting AI-driven alternatives to our change requests. The workflow was seamless, with the team being timely and proactive in addressing every issue. They set realistic expectations, built intelligent automation into our processes, and delivered results with superb quality.Their AI chatbot integration not only streamlined support but also improved responsiveness, ensuring our users always received accurate and instant assistance."
Gururaj Mahale
Director of Growth Marketing, SYNERGOS
Frequently Asked Questions
Does it replace financial advisors?
No. It enhances advisor productivity by automating research and initial recommendations.
Can it be customized for risk profiles?
Yes. You can define your own scoring and product mapping logic.
Does it work with mutual funds and stocks?
Yes. It supports multiple asset classes and APIs.
How compliant is it with SEBI norms?
Fully compliant; it supports investor disclosure, consent, and audit logs
Can it send alerts when rebalancing is needed?
Yes. Users receive notifications when portfolios need adjustment.
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