ARIA by Gloventures
Building an AI Family Office, Zero to One
12
Specialist AI agents
7
Product surfaces live
0→1
Founding build
The Problem
Indian wealth management splits into two camps. Retail apps give execution but no intelligence; private banks give advice but only above ten crores, often commission-driven. In between sits the real opportunity: the professional with two crores across schemes, the founder after a liquidity event, the NRI investing back home.
What I Did
As founding PM I own ARIA end to end: product, engineering, design, and GTM. The product is an agentic AI wealth team rather than a chatbot: RAG-based LLM agents specialized in portfolio, risk, tax, and research, coordinated by a central brain with per-user memory. Around them sits a full digital family office: goals-based planning, portfolio construction, a real tax engine covering LTCG and STCG with harvesting, paper trading, and risk stress-testing, with live execution through the Zerodha Kite integration.
Impact
- –Platform live across seven product surfaces, from portfolio to research lab
- –Real-time broker integration and streaming market data, no mock data anywhere
- –Enterprise security foundations: encryption, rate limiting, append-only audit trail
- –Conversational AI live in beta: investors chat with LLM agents for portfolio queries and trade execution
- –Beta cohort shipping weekly, with releases driven by user feedback
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