The challenge
Wealthzi advisors spend a meaningful slice of every day stitching together portfolio context, scenario explainers, and meeting notes across multiple market data feeds and the CRM. The prep work is high-judgement at the top and high-friction at the bottom, and there is no agent layer today.
How we approached it
Ajuni is being scoped as an advisor-side copilot on top of the existing Wealthzi platform, with Pragna handling portfolio research and scenario prep and Asha summarising client meetings into CRM-ready notes. The pilot will run on Azure India South under Wealthzi's tenant, with SEBI-grade audit signing across every advisor action.
What the pilot will prove
- Pilot will prove sub-5-minute client meeting prep
- Pilot will prove SEBI-grade audit trail per action
- In scope: portfolio scenario explainers for advisors
- In scope: post-meeting CRM-ready note generation
- Scoping target: full advisor-side rollout
Stack & guardrails
Integration & deployment
- Azure India South · Wealthzi tenant
- Wealthzi platform integration
- Market data feed connector
- Claude Sonnet 4 · API
- SEBI-grade audit store
- CRM write-back
Compliance & audit
- SEBI advisor compliance
- DPDP Act 2023
- ISO 27001
Timeline
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Week 0–2
Advisor workflow scoping
Top advisor pain points ranked; prep-time baselines captured for comparison.
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Week 3–4
Pilot integration
Pragna wired into portfolio data; sandbox tested against historical books.
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Week 5–6
Shadow with advisors
Copilot runs alongside 4–6 advisors; outputs reviewed against ground truth.
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Week 7–8
Pilot review
Pilot results reviewed with leadership; rollout decision and audit sign-off.
