WEALTH WHISPERERS: A Financial LLM
[1]DARREN ANCHEN, [2]PRERNA CHHEDA , [3]AASHITA DESAI, [4] NISARG SHETH, [5] POOJA PRAJAPATI
[1] Darren Telestar Anchen, UG Student, Department of Artificial Intelligence and Data Science, Shah and Anchor Kutchhi Engineering college, Mumbai University Maharashtra, Email- darren.anchen15680@sakec.ac.in
[2] Prerna Manoj Chheda, UG Student, Department of Artificial Intelligence and Data Science, Shah and Anchor Kutchhi Engineering college, Mumbai University Maharashtra, Email- prerna.chheda15581@sakec.ac.in
[3] Aashita Rakesh Desai, UG student, Department of Artificial intelligence and Data science, Shah and Anchor Kutchhi Engineering college, Mumbai University Maharashtra, Email- aashita.desai15576@sakec.ac.in
[4] Nisarg Jinesh Sheth, UG student, Department of Artificial intelligence and Data science, Shah and Anchor Kutchhi Engineering college, Mumbai University Maharashtra, Email- nisarg.sheth15476@sakec.ac.in
[5]Prof. Pooja Prajapati, Assistant professor, Department of Artificial Intelligence and Data Science, Shah and Anchor Kutchhi Engineering College, Mumbai University Maharashtra, Email- pooja.prajapati@sakec.ac.in
Abstract - In an era of continually evolving financial markets, the demand for sophisticated financial advisory models tailored to the unique landscape of the Indian market is more prominent than ever before. This Paper offers a comprehensive model designed to address the nuances and complexities of the Indian financial ecosystem, empowering financial advisors with a culturally relevant and powerful toolset to effectively serve their clients.
The Financial Advisory LLM Model, customized specifically for the Indian market, seamlessly integrates Legal, Financial, and Management (LLM) expertise into a unified and cohesive platform. Leveraging cutting-edge technologies such as artificial intelligence and machine learning, this model significantly enhances the advisory process, making it more efficient and precise.
This project report delves into the extensive range of solutions provided by the Financial Advisory LLM Model, specifically tailored to address various financial challenges within the Indian context. These solutions encompass areas such as investment management, wealth preservation, and tax optimization. By incorporating these elements into the model, the report aims to empower financial advisors to meet the diverse needs of their clients effectively and efficiently.
Key Words: Financial Advisory LLM Model, Indian financial ecosystem, Artificial intelligence and machine learning, Cutting-edge technologies, Financial technology (FinTech), Investment management
