✦ InvestorAI by NextAlpha

AI-powered investor intelligence — embedded inside your broker app.

InvestorAI gives every client personalised insights about what they own, what has changed, and what to pay attention to — delivered inside your existing platform, under your brand.

Request a Demo → Covers all publicly listed companies. 4–8 weeks to go live.

THE GAP IN YOUR APP

Your app is built for execution.
Not for the client still deciding.

10–15% of your clients

Events happen inside companies your clients own. They never find out.

Your engaged clients — 10–15% of your base — hold 8–20 stocks and transact regularly. Material events pass unnoticed: earnings filed, a promoter pledge change, a governance alert. The broker has the filing. The client never sees it.

Your RMs

find out about client events when the client calls — not before

An RM handling 80 HNI clients cannot manually track every earnings result, governance alert, and analyst note across every holding. What should be proactive, intelligence-led advisory becomes reactive customer service. The HNI relationship erodes one missed event at a time.

50–70% of clients

are dormant — and generic campaigns don't reach them

They have real holdings. They are KYC-compliant. Re-engagement campaigns convert below 2% because they have nothing to do with the stocks the client actually owns. A holding-specific re-engagement mechanism doesn't exist yet.

THE SOLUTION

One capability for each gap. One integration. Embedded in your app.

Closes Gap 1 — Engaged clients

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Investor Intelligence

Seven AI-powered screens as branded webviews inside your existing iOS, Android, or web app. Company summaries, portfolio alerts, watchlist monitoring, and conversational Q&A — all drawing from verified exchange filings.

Closes Gap 2 — RM bottleneck

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RM View

A signal dashboard across each RM's entire client book — which clients had material events on their holdings, and what. The RM sees it before the client calls. Proactive advisory becomes the default, not the exception. Included in the platform license.

Closes Gap 3 — Dormant clients

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AI Digest

A personalised summary of what happened to their specific holdings — delivered outside the app, to their inbox or notification channel. Not a market update. Their stocks. Their events. A deep link back in. Requires actual holdings.

HOW WE'RE DIFFERENT

Compliant by architecture. Live in weeks, not months.

Every answer is sourced to a specific filing

InvestorAI does not generate investment advice and does not use model memory to answer questions. Every output traces to a verified NSE or BSE exchange filing. If a question is out of scope, the product declines explicitly. SEBI audit trail included.

5,000 companies. Structured data. Not web scraping.

NextAlpha's Financial Data Engine parses exchange filings and announcements for all public companies. Data for the last 5 years. Every number is sourced — none is inferred.

Embedded, not standalone

InvestorAI lives inside your existing platform as webviews — accessible from the stock page, portfolio page, watchlist page, earnings calendar, and discovery section. The client never leaves your app. No separate download required.

4–8 weeks to go live

Your engineering team connects five entry points, exposes two API endpoints, and configures one notification webhook. Everything else — rendering, signal computation, AI generation, data infrastructure — is operated by NextAlpha. No data team required on your side.

NEXTALPHAAI

Built for Indian brokers. Seed-backed by the founder of Omnesys.

InvestorAI is the first product from NextAlpha, founded by Naveen Gupta (IIT Delhi · Wharton MBA). Previously VP Sales APAC at HighRadius, and senior roles at Microsoft and IBM. Shrikant Pandit — founder of Omnesys Technologies (acquired by Thomson Reuters) — is our seed investor.