AI Assisted Personal Finance and Investment Summarizer

AI Assisted Personal Finance and Investment Summarizer

AI-powered solution for extracting and summarizing mutual fund data, delivering actionable insights for informed investment decisions.

AI Assisted Personal Finance and Investment Summarizer

AI-powered solution for extracting and summarizing mutual fund data, delivering actionable insights for informed investment decisions.

AI Assisted Personal Finance and Investment Summarizer

AI-powered solution for extracting and summarizing mutual fund data, delivering actionable insights for informed investment decisions.

AI Assisted Personal Finance and Investment Summarizer

AI-powered solution for extracting and summarizing mutual fund data, delivering actionable insights for informed investment decisions.

Background

Background

Selecting the right mutual funds can be daunting due to the vast amount of data. Traditional methods often lead to suboptimal choices and user frustration. Our AI-driven solution automates the extraction and summarization of mutual fund information, offering actionable insights for better decision-making.

Selecting the right mutual funds can be daunting due to the vast amount of data. Traditional methods often lead to suboptimal choices and user frustration. Our AI-driven solution automates the extraction and summarization of mutual fund information, offering actionable insights for better decision-making.

Background

Selecting the right mutual funds can be daunting due to the vast amount of data. Traditional methods often lead to suboptimal choices and user frustration. Our AI-driven solution automates the extraction and summarization of mutual fund information, offering actionable insights for better decision-making.

Background

Selecting the right mutual funds can be daunting due to the vast amount of data. Traditional methods often lead to suboptimal choices and user frustration. Our AI-driven solution automates the extraction and summarization of mutual fund information, offering actionable insights for better decision-making.

Background

Selecting the right mutual funds can be daunting due to the vast amount of data. Traditional methods often lead to suboptimal choices and user frustration. Our AI-driven solution automates the extraction and summarization of mutual fund information, offering actionable insights for better decision-making.

Solution Proposed

Solution Proposed

Solution Proposed

Solution Proposed

Gen-Al based mutual funds information extraction and summarization that provides the user with actionable summaries in order to take informed decisions for personal financial investment.

Automated Mutual Fund Categorization

Automated Mutual Fund Categorization

Accurate, real-time AI-based categorization.

Salient Feature Extraction

Salient Feature Extraction

Extracts key details from quarterly disclosures.

Extracts key details from quarterly disclosures.

Dynamic Weighted Scoring

Dynamic Weighted Scoring

AI-driven scoring tailored to user preferences.

Actionable Reports Generation

Actionable Reports Generation

Comprehensive, personalized investment reports.

System Architecture

System Architecture

System Architecture

System Architecture

System Architecture

Benefits

Benefits

Benefits

Benefits

Benefits

Informed Decision Making
Personalized Reports

Time-Saving Decision Process

Time-Saving Decision Process

Easy Financial Planning

Tech Stack

Tech Stack

Tech Stack

Tech Stack

Tech Stack

  • Django

    Postgresql

    Spacy

    Gemini

Django

Django

Django

Postgresql

Postgresql

Postgresql

Spacy

Spacy

Spacy

Gemini

Gemini

Gemini

Services

Services

Services

Services

Services

AWS (EC2 & S3)

AWS (EC2 & S3)

AWS (EC2 & S3)

Open Al (ChatGPT)

Open Al (ChatGPT)

Open Al (ChatGPT)

More Case Studies

More Case Studies

More Case Studies

More Case Studies

More Case Studies

Intelligent Video Summarizer

Intelligent Video Summarizer

Intelligent Video Summarizer

Intelligent Video Summarizer

Intelligent Video Summarizer

Virtual Teaching Assistant

Virtual Teaching Assistant

Virtual Teaching Assistant

Virtual Teaching Assistant

Virtual Teaching Assistant

Text2SQL

Text2SQL

Text2SQL

Text2SQL

Text2SQL

Enhanced Candidate Profiling with Synthetic Data for Recruiters

Enhanced Candidate Profiling with Synthetic Data for Recruiters

Enhanced Candidate Profiling with Synthetic Data for Recruiters

Enhanced Candidate Profiling with Synthetic Data for Recruiters

Enhanced Candidate Profiling with Synthetic Data for Recruiters

Enhancing Organizational Interactions with RAG Technology

Enhancing Organizational Interactions with RAG Technology

Enhancing Organizational Interactions with RAG Technology

Enhancing Organizational Interactions with RAG Technology

Enhancing Organizational Interactions with RAG Technology

Al Branding and Marketing Tool

Al Branding and Marketing Tool

Al Branding and Marketing Tool

Al Branding and Marketing Tool

Al Branding and Marketing Tool

What are you waiting for?

What are you waiting for?

What are you waiting for?

Partner with our seasoned team of Generative AI experts and embark on a revolutionary voyage with GenAI.​

Partner with our seasoned team of Generative AI experts and embark on a revolutionary voyage with GenAI.​

Partner with our seasoned team of Generative AI experts and embark on a revolutionary voyage with GenAI.​

Let’s Connect

Let’s Connect

Let’s Connect

Your thoughts and questions are important to us. Connect with us and we'll get back to you promptly.

What are you waiting for?

Partner with our seasoned team of Generative AI experts and embark on a revolutionary voyage with GenAI.​

Let’s Connect

Your thoughts and questions are important to us. Connect with us and we'll get back to you promptly.

What are you waiting for?

Partner with our seasoned team of Generative AI experts and embark on a revolutionary voyage with GenAI.​

Let’s Connect

Your thoughts and questions are important to us. Connect with us and we'll get back to you promptly.

Solution Proposed

Gen-Al based mutual funds information extraction and summarization that provides the user with actionable summaries in order to take informed decisions for personal financial investment.

Automated Mutual Fund Categorization

Extracts key details from quarterly disclosures.

Salient Feature Extraction

Maintains conversation context for relevant replies.

Dynamic Weighted Scoring

AI-driven scoring tailored to user preferences.

Actionable Reports Generation

Comprehensive, personalized investment reports.