AI in Wealth Advisory: Enhancing Human Judgment, Not Replacing It

• AI in wealth advisory should support human judgment, not replace it, according to Anooshka Soham Bathwal, Founder and CEO of Dhanvesttor.
• Technology can improve analytics, portfolio monitoring, risk assessment, and structured reviews by processing large datasets efficiently.
• Human advisors remain crucial for understanding non-numerical factors like promoter credibility, family priorities, and calming anxious investors during volatility.
• Digital platforms have increased market access in Tier-2/3 cities and women's participation, but also shortened investor patience and blurred investing/trading lines.
• Risks include mistaking social media visibility for credibility and algorithmic tips lacking individual suitability; investor education is vital to bridge informational and behavioral literacy gaps.