AI-powered investment assistant
Empower your advisory with a platform that drives innovative insights, practical strategies, and deeper client connections — specially trained for India markets.
Informs. Anticipates. Educates.
What TIFIN RM can do for you:
Streamline your workload, freeing up time to grow your business.
Deliver a more personalised and responsive service to your clients.
Make faster, data-driven decisions that lead to better outcomes.
Access instant portfolio analysis, product research, and actionable market insights.
Get real-time answers on client holdings, risk exposure, and asset allocation in seconds, enabling more personalised and proactive engagement.
Compare funds, analyse performance, and retrieve key investment data instantly—no more digging through PDFs or waiting for research teams.
Summarise expert opinions, regulatory updates, and market trends, linking them directly to client portfolios for smarter, faster decision-making.
Add AI to your toolbox
Financial advice is no longer just about numbers—it’s about delivering a personalized, responsive experience that helps clients achieve their goals and actually engages participants.
With TIFIN RM, you can combine your expertise with cutting-edge AI tools. Together, you can stand out in today’s competitive landscape with next-level service for the next generation of clients.
Want to learn more? Our team is here to help.
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