The Fintellect Embraces AI in Financial Advisory with Sundaram Mutual

With FPSB research revealing that 2 in 3 financial planners are already using or planning to adopt AI—and 78% believing it will help serve clients better—Fintellect Intelligent Financial Services proudly joined the dialogue on this transformation at 'NextGen Financial Advisory: Harnessing the Power of ChatGPT & AI' conducted by Sundaram Asset Management. Our team members, Ms. Shivangi Kesharwani, CFP®, Agency Head and Ms. Komal Kesarwani, Sr. Manager - Training, participated in this thought-provoking session conducted by Ms. Amrita Mohanty, Chief Learning Officer at Sundaram Asset Management on 4th June 2025 at Prayagraj. In the same sequence, Mr. Shiv Raj Singh CFP®, Designated Partner and Ms. Nima Gupta CFP®, Sr. Investment Manager, also attended the session on 5th June in Varanasi, where The Fintellect was honoured with a memento for its exceptional contribution in the field of financial planning. Fintellect Intelligent Financial Services is committed to leveraging AI to amplify human advice, reduce costs, extend financial planning access to all and to better serve its clients in their portfolio management.