We automate the workflows your team does manually, week after week.
Client reporting that runs itself. Follow-up sequences that never slip. Data capture that happens automatically from every client interaction. We build these systems in weeks — on your infrastructure, without disruption.
Problems we solve
"AI Automation" is a category.
Here's what it means in practice.
These are real problems from wealth management firms and MFDs we've spoken to. If any of them sound familiar, we've likely scoped or built a solution for it.
Research Operations · The problem
150+ Excel files accumulated over the years. No way to know what research already exists, find it quickly, or combine historical data to produce new analysis.
What we built
An AI system that searches your files in plain English, retrieves the relevant documents, and synthesises across historical data on demand. Ask it a question — it finds the answer in your own research.
Operations · The problem
Verifying client folio data meant downloading Statements of Account from 15+ AMCs — each in a different format — then manually copying figures into Excel. Hours of work per review cycle.
What we built
A scraper that automatically fetches and normalises data from all AMC portals regardless of format. What took hours now runs unattended. Your ops team reviews the output, not the raw downloads.
Workflows & Accountability · The problem
Investment plan follow-ups, STP starts after liquid fund inflows, pending client queries — things fall through the cracks when the system is email and memory.
What we built
Custom workflow apps built around your firm's actual protocols. Every pending action has an owner, a deadline, and an audit trail. Nothing gets forgotten.
Sales & CRM · The problem
After 2–3 hours with a client, notes get put into a CRM or Excel in arbitrary ways. Hard to input correctly. Harder to use later. Follow-ups get missed.
What we built
A voice-first CRM that listens to the conversation, structures what matters, and surfaces follow-up prompts at the right time — without the RM touching a keyboard.
Documentation · The problem
KYC updates, nominee changes, NRI-RI conversions — the data already exists in your systems, but the form-filling is still entirely manual for your ops team.
What we built
AI agents that fill forms from your existing data. Your ops team reviews and approves like an auditor — they don't execute. Error rates drop; time spent drops further.
"The research existed — in Excel files, in previous work. But finding it, combining it, updating it took the whole morning. Multiple people coordinating. Three to four hours per query.
The same query now takes minutes. The data didn't change. The people didn't change. The workflow changed."
Research desk · Wealth management firm, Mumbai
Common questions
Before you call us.
Do we need to change our existing systems?
No. We build on top of what you have — Excel, your CRM, your AMC portals, your Google Drive. Nothing gets replaced. The AI layer sits on top of your current setup.
How long does a typical project take?
Most automation projects take 2–4 weeks from first call to deployment. Some are faster — our quickest was 4 days from a half-built prototype to a production system.
What does it cost?
Every engagement is scoped individually — we don't sell packages. Most projects start in the ₹1–3L range. We'll give you a specific number after we understand what needs to be built.
Is our data safe? We deal with sensitive client information.
Everything runs on your own infrastructure. We don't hold your data — it stays in your Google Drive, your servers, your database. We apply encryption, access controls, and audit trails as standard.
Do we need a technical team to maintain this after delivery?
No. We document everything, train your team, and stay on support until the system runs reliably. Most firms operate the system without any technical involvement day-to-day.
We've tried AI tools before and they didn't stick. Why would this be different?
Most AI tools fail because they're generic — they don't know your data, your clients, or your workflows. We build systems that run on your actual files, your actual processes. They work because they're built for how you work, not how the vendor imagines you work.
Still have a question? The fastest answer is a 20-minute call.
Talk to usAsk anything about your firm's processes...
Searching firm knowledge base...
Firm Knowledge
Your firm's expertise, instantly accessible to everyone
Knowledge is only useful when it is accessible. Make your firm's expertise instantly available to everyone.
Key capabilities:
Automation ROI Calculator
70% of advisory reports can be automated
400
1,120
70 Lacs
per year in operational capacity
Reporting & Review Systems
From hours of Excel work to branded reports in minutes
Your operations team should spend time on client relationships, not on formatting Excel files.
Key capabilities:
9:41
Friday, January 31
Sharma Ji
2mTax harvesting strategy needed
Priya M.
5mWhen will my SIP confirmation come?
Rajesh K.
8mMissed call
Amit S.
12mNeed portfolio statement urgently
Neha G.
18mIs my redemption processed?
Query Inbox
5 open queries
Sharma Ji
Tax harvesting strategy
Priya M.
SIP confirmation
Rajesh K.
Callback requested
Amit S.
Portfolio statement
Neha G.
Redemption status
3
Open
1
Replied
1
Escalated
RM Operations & Client Communication
Query systems that respond before clients follow up
Clients judge you on response time and consistency. Automation ensures both.
Key capabilities:
Research Intelligence & Dashboards
Business insights and market intelligence, always current
Research Intelligence & Dashboards
Business insights and market intelligence, always current
Research is not for show. It's for action. Dashboards make that possible.
Key capabilities:
When markets move 5%, your dashboard instantly shows which clients are most impacted. Your team sees alerts and can reach out proactively with context-specific insights.
Why us vs. third-party developers
Generic developers and vendors lack the domain expertise your workflows need. They build what you describe, not what you need. The result is expensive solutions that create long-term dependencies and hidden maintenance costs.
| Capability | EnableWealth | Third-Party Vendors |
|---|---|---|
| Deep domain expertise in your sector | Built-in | Generic or none |
| Understanding of Indian regulatory context | Native | Requires extensive briefing |
| Domain-specific context | Ready | Custom development needed |
| Implementation timeline | Weeks | Months to years |
| Ongoing maintenance dependency | Included | Expensive retainers |
| Total cost of ownership | Predictable | Hidden costs accumulate |
| Knowledge transfer risk | Documentation included | Tribal knowledge with vendor |
The system adapts to your firm. Your firm doesn't adapt to the system.
How We Work
We work in structured phases, keeping you informed at every step.
Understand
We start by understanding how your team works and what challenges they face.
Co-design
We define success criteria with you and co-design the solution.
Build
We deliver iteratively with weekly demos so you see progress.
Deploy
We deploy, onboard your team, and document everything.
Support
We remain on standby for any support required.
Integrations
Ready to automate your first workflow?
Book a call. We'll map the highest-impact workflow to automate in your firm and give you a timeline.
Book a Call