AI-Powered
Investment Intelligence
Trusted by Investment Professionals
Built for Professionals
AI-Powered Analysis
Advanced algorithms analyze market trends and provide personalized investment recommendations tailored to your risk profile.
Risk Management
Sophisticated risk assessment tools with Monte Carlo simulations help you make informed investment decisions.
PPT Proposal Building
Generate stunning PowerPoint presentations and professional investment proposals with custom branding in minutes.
Trusted by Leading Financial Institutions
How Professionals Use Felix AI
From portfolio construction to client presentations, see how our platform transforms workflows.
Wealth Managers
Portfolio Optimization
"Felix AI helps us build optimized portfolios for high-net-worth clients in minutes, not hours. The risk analysis and scenario modeling are game-changers for our advisory practice."
Financial Advisor
Mumbai, India
Investment Firms
Client Reporting
"Our team creates professional investment proposals 10x faster. The AI-generated insights and beautiful reports help us win more clients and scale our business efficiently."
Portfolio Manager
Delhi, India
Enterprise-Grade Security
SEBI Compliant
Fully compliant with SEBI regulations and guidelines for investment advisory services.
Data Protection
Advanced encryption and security protocols protect your sensitive financial data.
Audit Trail
Complete audit trail and compliance reporting for regulatory requirements.
#BharoseKiChoice
India's Trusted Investment Partner Since 1993
30+ Years
Market Experience
₹5000Cr+
Client Assets
50,000+
Happy Clients