← AI Services UniverseSpecialist Assistants
AI Investing Assistants
Build research and portfolio-information tools with compliance controls.
Market research, portfolio summaries, watchlists, education and analytical workflows for investors and finance teams.
AUTOMATION BLUEPRINT
01Market data → summaries↓
02Watchlist event → alert↓
03Portfolio → exposure view↓
04Trade-like request → compliance gate
WHAT INTECHAXIS DELIVERS
Built as a business system, not a one-off AI demo.
Watchlists
Portfolio summaries
News/filing workflows
Compliance controls
AUTOMATION LAYER
Connect the work from trigger to measurable outcome.
Each implementation can connect website, content, CRM, social, email, analytics and approved third-party systems through clear triggers, review points and logs.
MONETIZATION
Commercial models
SubscriptionsProfessional seatsEnterprise data tools
BEST FIT
Who this is for
InvestorsResearch teamsAdvisors
Responsible AI boundary
Avoid personalized investment recommendations or automated trading without appropriate licensing, suitability controls and regulatory compliance.
AFFORDABLE → PREMIUM → ENTERPRISE
Flexible pricing for AI Investing Assistants
Every package is negotiable. Final pricing depends on scope, volume, integrations, turnaround time and ongoing support.
Starter
₹26,999India$399International
A focused, lower-cost way to validate the service with a defined scope and clear handoff.
- ✓ Research dashboard
- ✓ Watchlists
- ✓ Basic automation / operating workflow
- ✓ 1 review cycle
- ✓ 30-day launch support
Negotiablestarting project price
Choose Starter ↗Premium
₹80,999India$1,279International
The recommended option for clients who need stronger execution, automation and measurable business outcomes.
- ✓ Research dashboard
- ✓ Watchlists
- ✓ Portfolio summaries
- ✓ Advanced automation & integrations
- ✓ Analytics / reporting layer
- ✓ Priority delivery & optimization
Negotiablestarting project price
Choose Premium ↗Enterprise
₹2,01,999India$3,239International
For multi-market, high-volume or complex implementations that need custom engineering, governance and support.
- ✓ Research dashboard
- ✓ Watchlists
- ✓ Portfolio summaries
- ✓ News/filing workflows
- ✓ Custom architecture / integrations
- ✓ Governance, security & SLA planning
- ✓ Dedicated delivery roadmap
Negotiablestarting scope / custom program
Choose Enterprise ↗Flexible scope: Start small, upgrade later, or request a custom negotiated package.
Payment terms: Typical projects can use milestone billing. Ongoing services can use monthly retainers. Final terms are confirmed in the client proposal/invoice.
Costs: Applicable taxes, paid-media spend, platform subscriptions, third-party API usage and external production costs are separate unless explicitly included in the proposal.
START WITH AI INVESTING ASSISTANTS
Talk to IntechAxis ↗