FS Portfolio: Gen AI powered Investment Portfolio Creation and Optimization

Customer Challenge:

• Handling extensive financial data from various sources
• Difficulty in tailoring services to client requirements because of extensive manual data analysis
• Elevated operational expenses resulting from manual labour
• Prolonged decision-making processes and lengthy update cycles
• Delayed reactions to market changes could result in potential losses
• Increased learning curve necessary to develop skills for the IC position

Introducing FS Portfolio:

Tech Mahindra’s FS portfolio is cutting edge Gen AI powered Investment Portfolio Creation solution. This application integrates Gen AI (Azure AI Services) and an agentic framework to automate market analysis, assess risk, to create and optimize client investment portfolios in real time. It enables dynamic portfolio management with a human-in-the-loop (portfolio advisor) approach, enhancing decision-making and improving client outcomes in fast-changing markets.

Our Advisory & Consulting Services:

1. Customized GenAI Studio
2. Enterprise knowledge Search
3. Data augmentation for models
4. Responsible AI adoption
5. Document summarization & reviews
6. Market analysis & investment portfolio advisory

Possible Scenarios:

• Client Onboarding & Risk Assessment
• Portfolio Construction & Asset Allocation
• Market Analysis & Monitoring
• Portfolio Review
• Compliance & Risk Management

Business Benefits:

• Automation of data extraction from the research documents resulting in a reduction in manual work and 20-30% efficiency improvement
• More personalized investment options for clients as AI agents can analyze a large amount of data in Realtime and provide recommendation to the Investment Consultants (30-50% more precise)
• Automation of data collection and analysis results in faster and dynamic decision making for the Investment Consultants (from 4-6 hours to less than 30 mins)
• Improved risk managements such as portfolio are rebalanced more often as per need and automated scanning and reminders for asset allocations (10-20% better aligned)