Hire AI agents that work for your team.
Samriddhi gives your firm digital analysts that read client portfolios and turn them into client-ready decisions in minutes, not hours. The agents do the analytical grunt work. Your people keep the relationship and the judgment.
Digital employees. Human decisions.
Think of Samriddhi's agents as analysts you hire, not software you replace people with. They take the heavy, repetitive analytical work off your team's plate, so the people who know your clients spend their time deciding, not assembling.
The analytical grunt work.
- Read statements and holdings directly, with no manual data entry.
- Build the full portfolio picture and run the diagnostics.
- Surface what moved, what drifted, and what needs a closer look, each with its reason.
- Turn hours of prep into minutes, so reviews and onboarding keep pace with your book.
The relationship and the judgment.
- The client relationship, the conversation, and the trust.
- The judgment about what a finding means for this client.
- The final call, and the accountability that comes with it.
- Decision support, never advice. Nothing here tells anyone what to buy.
Onboarding that took hours now takes minutes.
Upload a client's or a prospect's eCAS statement. Samriddhi's agents read it directly and build the portfolio picture for you, no spreadsheets, no re-keying. This is a capability you can use today.
Upload the eCAS
Drop in the consolidated account statement for a client or a prospect. One file, nothing reformatted by hand.
Agents read it directly
The portfolio is parsed and structured automatically: holdings, instruments, and exposures, assembled into one picture.
A decision-ready read
Per-holding diagnostics with the reason behind each call, ready for your review and your judgment.
One secure environment. Yours alone.
Two locks on the same door. Your data stays inside your own deployment, and even inside it, personal information is protected before the AI ever sees what it does not need to.
Your firm's own deployment.
Samriddhi runs as one secure cloud environment for your firm alone. Your client data never leaves it and never mixes with anyone else's. Zero pooling, zero leakage.
PII protected before the AI sees it.
A proprietary data-sanitisation engine strips and protects personally identifiable information in line with DPDP requirements, before the agents ever process anything they do not need to see.
Together: your data stays yours, and within that, PII is sanitised for DPDP compliance. The deployment and the agents are tuned to your firm, not a one-size-fits-all SaaS.
As the rules on AI tighten, you are already aligned.
Privacy built in, not bolted on.
Because PII is sanitised before processing and your data stays in your own environment, DPDP alignment follows from how the system is built, not from a policy added later.
Ahead of the AI disclosure curve.
SEBI has issued a Consultation Paper on guidelines for responsible usage of AI/ML in Indian Securities Markets (20 June 2025). As the regulator moves on AI usage disclosure, firms on Samriddhi are positioned to be ready rather than scrambling.
Built with IMT CFM, and open to inspection.
Samriddhi is an open-source project, built in partnership with the Centre for Financial Markets at IMT Ghaziabad (IMT CFM). Open source does double duty here: it brings academic rigour to the work, and it means a firm can verify what the system actually does, rather than take our word for it.
Two tiers, priced for the whole engagement.
Each deployment is set up for your firm on its own secure environment. Pricing is a starting point for the conversation, not a checkout.
Portfolio diagnostics, eCAS onboarding, and security analysis on public data sources, with PII sanitisation for DPDP built in.
- Direct eCAS upload and processing
- Per-firm secure cloud deployment
- PII sanitisation for DPDP
Everything in Basic, plus PMS, AIF, unlisted equity, and debt & bond funds, with agent customisation and proprietary data-source connection.
- Agent customisation for your firm
- Proprietary data-source connection
- Wider instrument and fund coverage
Cloud hosting, AI API usage, and any proprietary data-source fees are billed separately and borne by the client. The right tier and exact scope are settled in the conversation.
We take on one to three firms at a time.
That keeps every deployment considered and the attention real. If you run a wealth practice, an advisory, a PMS, or an AIF and want AI your team can stand behind, request a conversation. We will tell you honestly whether we are a fit.