Tools & Apps

How AI is changing wealth management — and what it can't do

Where LLMs add real value in financial planning, where they fall short, and how the role of a human advisor is changing.

Col Ashish Bhardwaj 15 March 2026 10 min

AI is dramatically lowering the cost of basic financial planning — what used to cost ₹50k from a planner can now be approximated in 60 seconds. But there are sharp limits to what LLMs can and should do in financial advice. Try the AI Wealth Planner →

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Col Ashish Bhardwaj

Founder of Auris Wealth. Ex-Indian Army (20 years). NISM-certified Investment Adviser. Writes about wealth management for Indian and global investors.

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