Generic AI can invent confidence
A fluent answer may use a stale figure, an unsupported claim or the wrong financial period. The adviser needs the evidence beneath it.
For investment advisers
Research assistance that does not pretend to be the adviser.
Altys helps Indian investment-advisory teams organise company and fund evidence, run repeatable research frameworks, maintain watch conditions and verify analytical work. The software supports the responsible professional; it does not issue personalised advice.
Equities and fundsCited evidenceRepeatable reviewsHuman accountability
The operating problem
Advisers need leverage without outsourcing responsibility.
AI can compress document work, but the team still needs controlled sources, consistent methods and a visible boundary between research output and professional judgement.
Client universes are hard to keep current
A small team may follow many funds and companies while only a subset requires deeper attention at any moment.
Research consistency drifts
Without a shared checklist, different analysts may evaluate the same type of investment using different definitions and evidence standards.
The workflow
A repeatable research layer around the adviser.
Use AI to accelerate information work while keeping professional review explicit.
01
Define
Choose the firm’s research universe, frameworks, evidence standards and review responsibilities.
02
Gather
Bring financials, filings, calls, ownership, fund portfolios and relevant market data together.
03
Analyse
Run transparent screens, comparisons, scorecards and model scenarios.
04
Verify
Open the source, inspect the calculation and export the work before it is relied upon.
05
Monitor
Watch defined company, fund and portfolio conditions so the team reviews exceptions promptly.
What the system adds
A research system beside the adviser, not above them.
Software can organise evidence. It cannot assume the adviser’s judgement, client responsibility or applicable regulatory obligations.
Equities and mutual fundsResearch Indian listed companies and funds without treating their analytical frameworks as identical.
Source-linked explanationsMaterial company and document claims retain the supporting public evidence and date.
Consistent firm frameworksUse shared screens, factor definitions, fund comparisons and review checklists across the team.
Export and reviewMove analytical outputs into Excel for validation, documentation and downstream firm workflows.
Questions, answered
What teams ask before a pilot.
Can investment advisers use AI for research?
AI can assist with document reading, extraction, comparison, screening and monitoring. The firm should control the sources, verify material facts, protect private data and keep professional judgement and applicable responsibilities with qualified people.
Is Altys a SEBI-registered Investment Adviser?
No. Altys is financial data, analytics and research-workflow software. It does not provide personalised investment advice or recommendations.
Can Altys research both Indian stocks and mutual funds?
Yes. Altys covers Indian listed equities and mutual funds, with workflows appropriate to each and the ability to review their combined portfolio exposures.
Do advisers need coding experience to use Altys?
No. Teams can work with plain-language research questions, configured frameworks and familiar Excel exports. Coding is optional for custom analysis.
Related guides
Continue with the workflow that fits your team.
One-month pilot
Evaluate the research workflow, not an AI promise.
Bring one real company, fund comparison or monitoring process. We will show how the evidence can remain sourced, repeatable and reviewable.